Today’s financial environment is challenging for even the most seasoned financial institution executive. Financial institutions everywhere must re-think the basic tenets of their business, including adequacy of liquidity, acceptable capital levels, and core earnings stability. Knowing what to do, and what NOT to do, with your balance sheet and interest rate risk is key to your future margin performance.

Attend this content-filled webinar for specific recommendations of what you should be doing with your investment portfolio, wholesale funding, and hedge instruments in order to properly position your balance sheet in today’s environment.

Designed to help portfolio managers establish a forward-looking plan of attack, this program will examine current trends and challenges and offers the insight needed for managing through these difficult and frustrating times. You’ll learn how to identify potential problems before they occur – helping you maintain a healthy bottom line on your balance sheet.

• Gain specific recommendations guaranteed to help you properly position your balance sheet
• Learn how the investment portfolio interacts with the balance sheet
• Examine current market trends and challenges
• Discuss the effect of liquidity, IRR, capital, wholesale funding and securities on your balance sheet
• Learn how to identify potential problems in your balance sheet early

• Overview of Current Market Conditions and Trends
• Positioning Your Balance Sheet
• What You Should NOT be Doing
• What You Should be Doing
• Earnings vs. Liquidity: Changing priorities to prepare for the future
• The Asset Selection Process
• Pinpointing Potential Problems

FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

• Level: Basic
• Prerequisites: None
• Advance preparation: None
• Instructional Method: Live-Group
• Length: 75 Minutes
• CPE Info: 1.5 Credit in the Field of Finance

For more information regarding administrative policies such as complaints or refunds, call 800-ASK-4FMS (800-275-4367).

This webinar is designed to benefit anyone responsible for balance sheet management at a financial institution, including:

• CEOs
• CFOs
• Controllers
• Accountants
• Asset/Liability Managers
• Funding and Investment Managers
• Treasurers

Matt is the President of Darling Consulting Group (DCG), working nationwide with financial institutions in the areas of asset/liability management, capital management, strategic planning, and mergers and acquisitions. Matt is a frequent speaker and author on balance sheet management topics, and is on the editorial board of the Sheshunoff Banker's Economic & Investment Alert. He is also part of the core curriculum of the FFIEC’s Capital Markets Conference for federal and state bank examiners. Prior to his 18 years with DCG, Matt was an Audit Manager and Consultant at KPMG Peat Marwick.

Can't make the date? Order a CD-ROM or On-Demand access to the recorded webinar. Note: CPE credit cannot be earned by viewing the recorded webinar.