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.
For all of 2020, 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 (priceless!) |
Includes 20 minutes of one-on-one Q&A with Dave (priceless!) |
|
| Get the complete training series for $1,595 | ||