With continued reliance on internal ALM models and enhancements in modeling capabilities, the ALM process remains a mix of science and art. Many ALM audits focus on how close the outputs from model compare to actual results. Using the assumption that if outputs match reality, the process is a good process; if not, then the process is bad. With the myriad of assumptions and inputs, model audits are much more involved.

In this webinar we will provide a blueprint to creating an internal ALM Process that will ensure that you have the right components, reporting, and documentation to meet the regulatory scrutiny and offer peace of mind during your next ALM Audit.

• ALM process, components, reporting, and documentation

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: Intermediate
• Prerequisites: None
• Advance preparation: None
• Instructional Method: Live-Group
• Length: 100 Minutes
• CPE Info: 2 Credits in the Field of Finance

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

Anyone responsible for ALCO at a community financial institution would benefit from this program, including:

• ALCO members
• Financial managers
• CFOs

Dave Koch is the Chief Operating Officer for Farin & Associates, Inc. He is a frequent speaker on interest-rate risk management and works closely with financial institution executives to help find creative solutions to their challenges. Prior to joining Farin & Associates he worked with a mid-western consulting firm, assisting financial institutions in the development of asset/liability procedures, policies and measurement systems. Dave has over 15 years of experience in the financial services industry and currently serves on the faculty for the Graduate School of Banking at the University of Wisconsin-Madison.