By Mark H. Smith, Founder, Mark H. Smith, Inc.

For Credit Union CFOs and Financial Managers needing a more robust training regimen with respect to IRR, we will be traveling to approximately 30 cities in the US in the second half of 2015. We will be presenting a live intermediate-level seminar addressing credit union interest rate risk. These seminars are absolutely free.

All seminars start at 10:00am and run until 3:30pm; Lunch provided.

Managing the Other Half of the Balance Sheet: Deposits Need TLC Too

Part I – Developing Deposit Assumptions

  • Regulatory Input, NERA, 17/4
  • Unsupported assumptions, long-term asset ratio
  • Core Deposit Indices—strengths and weaknesses
  • Deposit studies, “DIY” approach
  • Deposit Studies, outsourced approach

Part II – Pricing Strategies When Rates Rise

  • Segmentation strategies
  • Wholesale funding

Part III – Reviewing the IRR Process

  • Strong ALCO, Resources, Assumptions, Validation

Click Upcoming Webinars for more details or call 800-268-7795.

Upcoming Seminars

Tues. June 9th Seattle, WA Hilton Seattle Airport & Conference Center Register here
Thurs. June 11th Oakland, CA Hilton Garden Inn Oakland/San Leandro Register here


Future Seminars

Tues. July 7 Glendale, CA
Thurs. July 9 Brea, CA
Tues. July 14 New York City, NY
Thurs. July 16 Boston, MA
Tues. July 21 Des Moines, IA
Thurs. July 23 Minneapolis/St. Paul, MN
Tues. July 28 Chicago, IL
Thurs. July 30 Oshkosh, WI
Tues. Aug. 4 Cleveland, OH
Thurs. Aug. 6 Columbus, OH
Tues. Aug. 18 Detroit, MI
Thurs. Aug. 20 Lansing, MI
Thurs. Aug. 27 Denver, CO
Thurs. Sept. 15 Rochester, NY
Thurs. Sept. 17 Pittsburgh, PA
Tues. Sept. 22 NJ (T.B.D.)
Thurs. Sept. 24 King of Prussia, PA