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Customized Program

A Board’s Eye View

The decisions Boards are faced with are only going to increase in complexity and likely have longer term implications. We can customize financial and ALM education to meet the needs of your organization.

Details

We offer customized financial and asset/liability management (ALM) education tailored specifically to your Board’s unique context. Whether your focus is on enhancing strategic decision-making, understanding regulatory expectations, or preparing for future growth, we can deliver practical, relevant training aligned with your institution’s goals. Examples of topics covered are;

  • Interest rate risk and net interest margin management
  • Capital planning and stress testing
  • Liquidity strategies in a shifting environment
  • Strategic use of financial forecasts
  • Regulatory trends and their implications for governance
  • ALCO participation and best practices
  • Scenario planning and decision impact modeling

Let’s Connect

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Event Highlights

Event Fees

Fees are customized based on your objectives.

Who Should Attend

Members of the C-Suite and senior leadership who need to understand ALM and have responsibilities for making strategic recommendations and/or decisions.