Topics

After this webinar you'll be able to:

• Have a comprehensive understanding of the principles and objectives of asset liability and liquidity management
• Identify and assess various liquidity risks, such as funding liquidity risk and market liquidity risk
• Explore different strategies and tools for managing assets and liabilities, including gap analysis, duration matching, and scenario analysis
• Understand the regulatory requirements related to ALM and liquidity management and how to ensure compliance through effective reporting and monitoring practices
• Develop and implement contingency funding plans to address unexpected liquidity shortfalls and ensure the institution's resilience in times of financial stress

Take-Away Toolkit:

• Employee training log
• Interactive quiz
• PDF of slides and speaker’s contact info for follow-up questions
• Attendance certificate provided to self-report CE credits

Speaker(s)

David Heneke is a principal with the CLA financial services group. He works on financial statement audits, internal audits, mergers and acquisitions, and asset liability management/CECL model validations. David began his career with CLA in 2005 and has spent his entire career working with financial institutions. He received his Master of Accountancy from the University of Iowa, with an emphasis on the management of information systems.

Fees

Live: $279
On-Demand: $279
Live + On-Demand: $379

Association Contact

Brooke McCormack
Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380