www.bankercollege.com Open in urlscan Pro
54.243.250.147  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to main content


BANKERCOLLEGE

Toggle menu Menu
 * Passport
 * Courses
 * Certifications
 * Finovate
 * WBR Future Branches
 * Tech Test
 * Sign In


OVERVIEW OF ALM ASSET LIABILITY MANAGEMENT FOR INTEREST RATE RISK AND THE ROLE
OF ALCO (2023-07-05)

This 90-minute accounting training provides an overview of ALM. It focuses on
ALM principles and ALM measurement techniques, and auditor or reviewer issues
with ALM. W202306310B

Buy Now Pay by Check


DATES OF EVENT & PRICING



$295 for Webinar and Playback*

*Playback has no expiration.

 * Wednesday, July 5, 2023

 * 12:00 – 1:30 pm (Eastern Time)

 * 11:00 – 12:30 pm (Central Time)

 * 10:00 – 11:30 am (Mountain Time)

 * 9:00 – 10:30 am (Pacific Time)


CURRICULUM

This 90-minute accounting training provides an overview of ALM. It focuses on
ALM principles and ALM measurement techniques, and auditor or reviewer issues
with ALM.

It covers important ALM topics such as:

 * Understanding liability sensitivity
 * Monitoring the mismatch of maturing interest sensitive assets and liabilities
 * Understanding management’s view of the future direction of interest rates
 * Reviewing strategies used to react to unexpected changes in interest rates
 * Managing IRR
 * Understanding “immunity”
 * Understanding “position management”
 * Managing the “gap” position

The accounting training reviews and discusses IRR. It analyzes ways to deal with
the ALM net asset- liability gap. It emphasizes the importance of valuing
interest sensitive assets and liabilities at current market prices (fair value),
as well as the importance of hedging fair value positions. It discusses the
composition of the ALM committee (ALCO) and the decisions expected of that high
level committee. Attention is focused on ALCO approaches to IRR management such
as:

 * Net interest income analysis (NII)
 * Net present value analysis (NPV)

Examples are provided to attendees to help them learn about simulation models,
particularly dynamic simulation, and also about the use of “duration”
analysis. Auditor or reviewer issues are addressed, outlining an audit approach
that includes:

 * Reviewing the ALM policy
 * Verifying the numbers used by the ALCO to make ALM decisions
 * Making a commitment re: the future direction of rates and how to react to
   rate changes
 * Comparing actual results to expected results (back test)

The accounting webinar provides an excellent review of ALM and a sound, overall
understanding of the ALM function and how to best perform ALM audit coverage. 


INSTRUCTOR


PSA PROFESSIONAL SERVICE ASSOCIATES / FOUNDER PAUL SANCHEZ

Paul J. Sanchez, CPA, CBA, CFSA conducts a CPA practice in Port Washington, New
York. He is also the owner of Professional Service Associates (PSA), a
consulting and professional training and development business servicing
corporate clients (auditors, controllers, etc.), CPA firms, professional
associations and others. He was an assistant professor at Long Island University
– C.W. Post Campus as well as an adjunct lecturer at City University of New
York. Prior to starting PSA, he was the Vice President-Professional Development
for the Audit Division of a regional bank and Director of Professional Practices
and Vice President of a money-center bank, where he directed the professional
practice development and training for internal auditors.




CREDITS

1.5 CPE Credits & 1.8 AAP Credits



 * About Us
 * Contact Us
 * Privacy Policy
 * Terms of Service

 * 
 * 
 * 

© Copyright BankerCollege 2023




×
We Value Your Privacy
Settings
NextRoll, Inc. ("NextRoll") and our advertising partners use cookies and similar
technologies on this site and use personal data (e.g., your IP address). If you
consent, the cookies, device identifiers, or other information can be stored or
accessed on your device for the purposes described below. You can click "Allow
All" or "Decline All" or click Settings above to customize your consent.
NextRoll and our advertising partners process personal data to: ● Store and/or
access information on a device; ● Create a personalized content profile; ●
Select personalised content; ● Personalized ads, ad measurement and audience
insights; ● Product development. For some of the purposes above, our advertising
partners: ● Use precise geolocation data. Some of our partners rely on their
legitimate business interests to process personal data. View our advertising
partners if you wish to provide or deny consent for specific partners, review
the purposes each partner believes they have a legitimate interest for, and
object to such processing.
If you select Decline All, you will still be able to view content on this site
and you will still receive advertising, but the advertising will not be tailored
for you. You may change your setting whenever you see the Manage consent
preferences on this site.
Decline All
Allow All
Manage consent preferences