ALM Advisory Training Videos
Liquidity 101: Guidance for Outside Directors - $295
Liquidity risk management is highly scrutinized by regulators. Examiners expect board and senior management to be actively involved in monitoring and controlling the institution's liquidity risk. This means assuring that the liquidity policies, modeling efforts, and measurement techniques are appropriate for their institution, as well as compliant with the latest regulatory guidance.
This session was developed specifically for your board of directors and includes essential information that every director must know in order to effectively oversee your institution's liquidity risk management program.
Topics covered include:
- Regulatory expectations for directors and senior management
- Strengths and weaknesses of liquidity ratio analysis
- Cash flow modeling mechanics for expected and stressed events
- Expectations for liquidity policies and contingency funding plans (CFPs)
About Dave Wicklund:
Dave leads Plansmith's Educational and Advisory Services Division. He provides advisory services focusing on ALM model assumption development, policy guidance, independent review/validation, backtesting, and regulatory compliance.
Prior to joining Plansmith, Dave spent over 20 years at the FDIC, serving as Senior Bank Examiner and Capital Markets Subject Matter Expert. While at the FDIC, Dave co-developed and served as a lead course instructor for the FDIC's Asset/Liability Management School, developed nation-wide materials and led train-the-trainer sessions for the FDIC's Evaluating IRR Models training course, was an instructor at the Federal Reserve Board of Chicago's Asset/Liability Lab, and served as Examiner-in-Charge of numerous community bank examinations. Dave was an instructor for the FDIC's Directors College and has authored several articles released to community bankers on interest rate risk, independent review requirements, and liquidity risk management.
Have questions? Contact Dave Wicklund at 800-323-3281 or email@example.com.
And remember, you can get the complete training package for only $1,595!