ALM School Schedule Tuesday, August 8 7:30 a.m. Breakfast 8:30 a.m. Program 12:00 p.m. Lunch 1:00 p.m. Program 4:30 p.m. Adjourn 6:00 p.m. Dinner Wednesday, August 9 7:30 a.m. Breakfast 8:30 a.m. Program 12:00 p.m. 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 to make online hotel reservations. The special room rate will be available until July 7, 2023. Hotel price: Deluxe $209 + tax. 10 hours of CPE credits will be earned for your attendance. August 8-9, 2023 Oklahoma City, OK Omni Oklahoma City Hotel Cost: $495 Member: FINRA and SIPC www.GoBaker.com | 800.937.2257 Oklahoma City, OK | Austin, TX | Dallas, TX | Springfield, IL Indianapolis, IN | Long Island, NY | Salt Lake City, UT AUG 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. 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 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 seminar online at GoBaker.com/almschool-2023/. Call Skoshi Heron at 888.990.0010 for more information. Baker Asset/Liability Management School
RkJQdWJsaXNoZXIy MTg3NDExNQ==