ALM Education: For Those Who Need To Sweat The Details

Day 1:  Setting the Foundation

Day one in classroom style is designed to provide a basic understanding of ALM methodologies and assumptions while providing useful ways to communicate how the numbers connect to your institution’s strategy. 

We will address simple concepts of: 

• What risks you would want to measure and how to evaluate those risks 
• NEV, Static Balance Sheet, Long-Term Risks to Earnings and Capital:  Understanding the results and how to use them 
• What assumptions are needed for different methodologies 
• Understanding profitability by asset category 
• Introduction of Napkin Math to evaluate the reasonableness of answers 

Days 2-4:  Methodologies, Assumptions, and Messaging

Days two through four are designed to break down and simplify the complex web of methodologies and assumptions using real-world scenarios and modeling what-ifs.  This interactive format allows for learning practical ways to communicate how the numbers connect to strategy. 

We will address questions we often hear, such as: 

• What does each common ALM modeling methodology tell us – or not tell us? 
• What are the top 10 observations from model validations? 
• What are proven practices for creating reasonable modeling assumptions and identifying key issues in our model setup? 
• What are advanced approaches for creating strategies to optimize sustainable earnings and remain within our established risk limits? 
• How can we calculate our strategic capital requirements in order to communicate risks to Capital in aggregate? 
• What questions should we consider when quantifying our liquidity needs? 
• What are practical ways to help other decision-makers see the short- and long-term financial impact of our strategic plan? 
• What are financial institutions being asked by examiners about their ALM process? 

Our engaging instructors work with hundreds of financial institutions.  Bring your questions.  They will be ready to answer them. 

Logistics:

This experiential learning event is hybrid – you can choose to attend virtually or in person. This synchronous learning environment has proven to be successful in engaging discussion and providing interactive learning for all attendees.

If you choose to come see us in person, you would be visiting sunny Phoenix, Arizona. We are located next to South Mountain Preserve, the nation’s largest municipal park, with 51 miles of trails for hiking, biking, and horseback riding. You may even want to make a long weekend of it and visit Sedona or the Grand Canyon. We also are near several local favorites like the Desert Botanical Garden and the Phoenix Zoo.

Who Should Attend:

CFOs and finance team members

Course Times:

• Tuesday, June 23, 2026: 8:30am – 1:30pm PT
• Wednesday, June 24, 2026: 8:30am – 1:30pm PT
• Thursday, June 25, 2026: 8:30am – 1:30pm PT
• Friday, June 26, 2026: 8:30am – 1:30pm PT

Fees, Refund, and Course Cancellation Policy:

Fee*: $980 for one participant; $840 for each additional participant from the same institution.

Refunds will not be given for cancellations received less than 30 days prior to the session; however, a substitute from your financial institution is welcome.

In the rare case that a class must be cancelled, c. myers will make every effort to do so 30 days or more in advance of the class, in which case we are not responsible for travel costs or penalties incurred.

*Reduce your fee 15% by registering at least 30 days prior to the course.