Upcoming Events

How to leverage your ALM to generate new income

11/19/2020 02:00 PM - 03:30 PM (CT)

Type: Live Webinar

Industry: Financial Institutions

Seats Remaining: 999

Event Contact:

Name: Mary Boortz

Phone: 715.858.6677

Email: mboortz@wipfli.com


Are you concerned about this flat-rate environment and what to do with all your excess liquidity? When’s the last time you updated your cash management strategies? How often do you dive into the liability side of your balance sheet?

You can leverage ALM to become more profitable — it’s all just a matter of knowing how.

In this webinar, we’ll cover:

  • How to generate more fee income
  • How to leverage funds
  • How to map the client experience and remove friction from your processes

Who should attend? Financial institution President/CEO, CFO, COO, CIO, EVP, VP Technology

Don’t miss the insights of our special guest, Wipfli Senior Manager Robert Zondag, who is a Certified Treasury Professional. Join us to get more strategic about your ALM.

Speakers

Marcie Bomberg - Milwaukee, WI
Marcie Bomberg-Montoya, OCI, OEI
Principal
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Ryan Barrow
Ryan Barrow, CPA
Senior Manager
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Robert Zondag
Robert H. Zondag, CTP
Senior Manager
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