Page 33 - July 18, 2024 Bulletin

P. 33

August 20-21, 2024

Oklahoma City, OK
Oklahoma City
Convention Center
Baker Asset/Liability Cost: $595

he Baker Group pioneered Asset/Liability Management (ALM) more
Management School ALM program designed specifically for community banks. Since then, we
Tthan forty years ago when we developed the first computer based

have spent four decades educating financial institutions how to effectively
use ALM strategies to manage risk and maximize performance. The Baker
Group has presented hundreds of seminars and conferences across the
country and now we have brought that history of educational experience to
an Asset/Liability Management School designed specifically for members of
the ALCO and those needing to learn the fundamentals of ALM. The Baker
ALM School will give attendees the knowledge to better understand the “who,
what, why, and how” of ALM and the ALCO process.
WHAT YOU WILL LEARN
• Fundamentals of asset/liability management including what it is and why we do it
• Understanding the impact of the economy, monetary policy, and interest rates on
the earnings and capital of the institution
• Regulatory expectations to ensure you are always in compliance with the latest
guidance and prepared for your next exam
• Best practices for developing an effective ALCO process including appropriate
policies, procedures, and risk limits
• Practical methodologies and recommendations for how to develop assumptions
that are institution specific and regularly reviewed, stress-tested, and back-tested
ALM SCHOOL SCHEDULE • Review of the most important assumptions available in most models and which
Tuesday, August 20 ones have the greatest impact on outcomes including:
Breakfast, Program, Lunch, Program, — Betas, rate sensitivities, and lags
Adjourn, Dinner — Decay rates, NMD average lives, and maturity distributions
— Discount rates and reinvestment rates
Wednesday, August 21 — Prepayment rates
Breakfast, Program, Conclusion — Rate scenarios including instantaneous vs. ramped and
ACCOMMODATIONS parallel vs. non-parallel
A block of rooms is available at the • Risk mitigation strategies for managing interest rate risk
Omni Oklahoma City Hotel. Identify • Incorporating investment portfolio management into asset/liability management
yourself as a Baker ALM School attendee • How to develop an effective liquidity risk management process including forward
when calling 405.438.6500. The special looking dynamic cash flow modeling, stress testing, and contingency funding plans
room rate will be available until July 18, WHO SHOULD ATTEND
2024 or until the room block is sold out.
Hotel price: Deluxe $209 + tax. This school is designed for Presidents, CEOs, CFOs, and members of
the ALCO committee. Directors and anyone else involved in the asset/
The Baker Group is registered with the National liability management process will also benefit from the Baker ALM
Association of State Boards of Accountancy School.
(NASBA) as a sponsor of continuing professional
education on the National Registry of CPE For your convenience, register for the school online at GoBaker.com/
Sponsors. State boards of accountancy have alm-school/. Call Skoshi Heron at 888.990.0010 for more information.
final authority on the acceptance of individual
courses for CPE credit. Complaints regarding registered sponsors may be 11 hours of CPE credits will be earned for your attendance.
submitted to the National Registry of CPE Sponsors through its website:
www.NASBARegistry.org.

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