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 9thSeattle, WAHilton Seattle Airport & Conference CenterRegister here
Thurs. June 11thOakland, CAHilton Garden Inn Oakland/San LeandroRegister here


Future Seminars

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