Financial Institutions

Wipfli's ALM Banking Forums

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.


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.


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.


Jim Broucek, Senior Manager, LuAnn Bunch, Manager, Wisconsin co-facilitator, and Tammy Thomas, Manager, Illinois co-facilitator.


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

Register for one of the following locations for the ALM forums:

November 7, 2017
Sauk Valley Community College
173 Illinois Route 2
Dixon, Illinois 61021

November 8, 2017
Wipfli Office
2501 West Beltline Highway
Suite 401
Madison, Wisconsin 53713

November 9, 2017
Wipfli Office
2901 East Enterprise Avenue
Suite 500
Appleton, Wisconsin 54913

$245 per person