August 20-21, 2024 Oklahoma City, OK Oklahoma City Convention Center Cost: $595 The Baker Group pioneered Asset/Liability Management (ALM) more than forty years ago when we developed the first computer based ALM program designed specifically for community banks. Since then, we 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. WHO SHOULD ATTEND This school is designed for Presidents, CEOs, CFOs, and members of the ALCO committee. Directors and anyone else involved in the asset/liability management process will also benefit from the Baker ALM School. For your convenience, register for the school online at GoBaker.com/ alm-school/. Call Skoshi Heron at 888.990.0010 for more information. 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 • Review of the most important assumptions available in most models and which ones have the greatest impact on outcomes including: — Betas, rate sensitivities, and lags — Decay rates, NMD average lives, and maturity distributions — Discount rates and reinvestment rates — Prepayment rates — Rate scenarios including instantaneous vs. ramped and parallel vs. non-parallel • Risk mitigation strategies for managing interest rate risk • Incorporating investment portfolio management into asset/liability management • How to develop an effective liquidity risk management process including forward looking dynamic cash flow modeling, stress testing, and contingency funding plans Baker Asset/Liability Management School 11 hours of CPE credits will be earned for your attendance. ALM SCHOOL SCHEDULE Tuesday, August 20 Breakfast, Program, Lunch, Program, Adjourn, Dinner Wednesday, August 21 Breakfast, Program, Conclusion ACCOMMODATIONS A block of rooms is available at the Omni Oklahoma City Hotel. Identify yourself as a Baker ALM School attendee when calling 405.438.6500. The special room rate will be available until July 18, 2024 or until the room block is sold out. Hotel price: Deluxe $209 + tax. www.GoBaker.com 800.937.2257 Oklahoma City, OK | Austin, TX | Long Island, NY | Salt Lake City, UT | Springfield, IL | Member: FINRA and SIPC The Baker Group is registered with the National Association of State Boards of Accountancy (NASBA) 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
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