Seminar: Effective Use of the ALCO Process

03/29/2006 - 03/30/2006

Tampa, FL

Some bankers enjoyed a once-in-a-lifetime opportunity to take advantage of the steepest yield curve in their careers while others sat on the sidelines with significant cash liquidity waiting for the inevitable rise in rates. Learn why strategies that may seem obvious to many may actually be the most risky and costly. You'll look at the current funding dilemma and examine "real world" methods for managing liquidity. Discuss current and expected regulatory guidelines for managing interest-rate risk, including economic value of equity concerns. Finally, you'll look at important steps for implementing an Asset/Liability Committee (ALCO) process that is effective and understandable.

Topics include:

  • Current trends-implications for risk management and strategies
  • Managing the funding dilemma
  • Interest-rate risk measurement and management issues
  • Balance sheet strategies for the current environment

Instructors: Wade Oliver and Frank Farone

Who should attend: Presidents, CEOs, directors, major stockholders, attorneys and accountants

Fees:
ICBA Members (prior to February 28): $495
ICBA Members (after February 28): $595
Nonmembers: $695
Bank Director Program Participants: $395

12 CPE Credits

Hotel Information:
To make your hotel reservations, contact Embassy Suites Tampa Airport/Westshore at (813) 875-1555.
Rate: $149.00
Reservation Deadline: 3/7/2006

For special pricing or for more information, call 800-422-7285.