Stay ahead of regulators with our ALM Advisory Training Videos!

Get the education you need to stay on top of the latest IRR & liquidity management developments.

Dave Wicklund, former FDIC examiner and Plansmith's Director of ALM Advisory Services, has updated his popular interest rate risk and liquidity risk management training with 11 fresh recordings.

Click here for Dave's bio

For all of 2019, you'll have access to:

  • Pre-recorded sessions to watch at your convenience
  • A PDF of every video slide deck to take notes
  • Time on Dave's busy calendar to get your questions answered

Building an Effective IRR Program
5 pre-recorded sessions + PDF handouts
Building an Effective Liquidity Program*
4 pre-recorded sessions + PDF handouts
Director Training Sessions
pre-recorded sessions + PDF handouts
IRR Modeling Principals
Key IRR Model Assumptions - Assets
Key IRR Model Assumptions - Deposits
IRR Management
Independent Review, Model Validation, Backtesting
Liquidity Risk Measurements
Cash Flow Modeling
Policies and Contingency Funding Plans (CFPs)
Controls, Independent Review & Testing the CFP

IRR 101: Guidance for Outside Directors
Liquidity 101: Guidance for Outside Directors*
For a limited time, your purchase includes:
IRR 101 Director Training (a $295 value)
For a limited time, your purchase includes:
Liquidity Risk 101 Director Training (a $295 value)
Price: $995 Price: $795   Price: $295 each or $495 for both
Includes 20 minutes of one-on-one Q&A with Dave
Includes 20 minutes of one-on-one Q&A with Dave
*available January 2018
Get the complete training series for $1,595  

Purchase the training now!