Events

Wipfli Upcoming Events

Events to help grow your organization

ALM Banking Forum - Dixon, IL

11/7/2017 9:00 AM - 12:00 PM (CT)

Type: In Person Event

Industry: Financial Institutions

Cost: $245

Seats Remaining: 18

Event Contact:

Name: Mary Boortz

Phone: 715-858-6677

Email: mboortz@wipfli.com

Event Location:

Sauk Valley Community College

173 Illinois Route 2

Dixon

Illinois

61021


Join Wipfli’s experienced ALM professionals in November 2017 for a dynamic three-hour, highly participative forum on relevant ALM topics. We have developed our agenda based on suggestions
from our previous ALM Forum attendees.

AGENDA
Registration begins at 8:30 a.m. The forums will run from 9:00 a.m. to noon. This is intended to be an interactive and highly participative forum. Please bring your ALM questions, concerns, and issues as well as any supporting materials you would like to discuss or share with the group. If time permits, we will discuss additional ALM issues that you raise, or we will add them to future ALM Forum agendas. After a discussion with Wipfli’s ALM facilitators and peer banks, you will leave the session with ideas on methods to improve your asset/liability management reports and processes.

WHO SHOULD ATTEND?

CEOs, Presidents, CFOs, Controllers, Cashiers, and Interest Rate Risk Managers

SESSION DESCRIPTION

Topics to be discussed:

• Loan and deposit pricing in a rising rate environment
• Liquidity risk management, including new regulatory focus on potentially volatile concentrations
• Sensitivity testing of key IRR assumptions
• Regulatory update
• Other ALM topics or questions suggested by attendees

The 2017 ALM Forum discussion will cover interest rate risk and liquidity risk topics, including loan and deposit pricing in a rising rate environment, impact on income statement and reported interest rate risk results, increased regulatory liquidity risk specifically focused on identifying and monitoring potentially volatile funding sources as part of a comprehensive and documented bank risk management practice, sensitivity testing of key interest rate risk assumptions, regulatory update, and other ALM topics or questions raised by attendees.

 

Cancellation Policy: Cancellations made after October 19, 2017, will be charged $100 per registration cancellation fee. If you cancel, you may transfer your registration fee to another person in your organization without penalty, with the permission of Wipfli. Participants who register, but neither attend nor cancel, are charged their full registration fee. Call 800.486.3454 for questions about this policy.

Speakers

Jim Broucek
Jim Broucek
Senior Manager
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Bunch_LuAnn
LuAnn E. Bunch, CPA
Manager
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Thomas_Tammy
Tammy Thomas
Manager
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Event Location:

Sauk Valley Community College

173 Illinois Route 2

Dixon

Illinois

61021