We are launching several new topics in our risk-management educational series for credit unions. Mark H. Smith presents a number of Webinars that focus on current topics and issues facing credit unions. The webinars are free, and hopefully, these productions provide you insight to help you meet the challenges credit unions face today. There are no silver bullets, but you will share in the accumulated knowledge base of our experienced financial advisors whose expertise comes from more than five decades of credit union service. The current list of topics is listed below. Topics may change as events unfold during the remainder of the year. Updates will be published on this page, emails, and on our newsletter.
Asset & Liability MGT(ALM)Model Providers-Items to consider when evaluating & choosing the best approach for your CU's ALM needs
Wednesday, November 28, 2018, 12:00 MST Implementation of an ALM modeling solutions is expected at almost all financial institutions, regardless of size. There are many variables to consider when evaluating whether to perform this analysis in-house or use an outside vendor.
Market forces and regulatory demands have made the benefits of robust balance sheet management more obvious and critical. ALM modeling and IRR analysis reports are expected to be accurate while relying on a significant number of assumptions and model variables.
We’ll deliver a balanced approach in the presentation. The discussion will also include information about our company, who we are, additional tools that can be used, and insights gained from working with credit unions and their state and federal regulators across the country for over 30 years.
Wednesday, December 12, 2018, 12:00 MST Income simulation and NEV analysis are very good tools for estimating interest rate risk. During this webinar, we will discuss questions relating to IRR and explain how to utilize the results of your IRR analysis to possibly increase profitability while remaining within policy.
AT THIS PRESENTATION PARTICIPANTS WILL:
- Discuss confidence level in their current IRR analysis
- Discuss how to utilize the results to better manage their credit union
- Look at the IRR analysis as a tool to manage interest rate risk, not to avoid interest rate risk
- Review ways to utilize the IRR analysis for more than regulatory compliance
- Discuss whether your policy limits are reasonable, too restrictive, or liberal
CPE credit is now being offered for our new lineup of Mark H. Smith, Inc. Webinars!
Mark H. Smith, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. You may mouse over the CPE Sponsors logo for the official statement of CPE sponsorship