Asset Liability Management for Financial Institutions

2021 Update

Sponsored by: IZALE Financial Group

Thursday, May 13, 2021

10:00 AM CT

12:00 PM CT

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Program Description

Asset Liability Management is typically considered an interest rate risk exercise. But what about interest rate reward? When it comes to balance sheet management, having the right framework can make difficult decisions easier. One of the most difficult tasks for a financial decision-maker is comparing the risks versus rewards of unlike balance sheet cash flows. In this session, Thom will examine the definition of ALM and study the common metrics used in asset liability models the after discussing the pros and cons of those metrics, he will demonstrate how changing balance sheet composition can dramatically alter an institution’s profile. By the session’s end you’ll have a new understanding of how ALM can not only solve for compliance needs, but provide framework for strategic decision making, ultimately leading to more profitable institutions.

All proceeds from this FMS Chicago Chapter event will be donated to a to be determined local charity in the Chicagoland area.

Agenda

    -10 AM - 11 AM CT: Presentation
    -11 AM - 12 PM CT: Networking Hour

Presenter(s)

Thomas H. Back

Director, Performance Trust

Thom is the Director of Enterprise Shape Management for Performance Trust Capital Partners in Chicago. Thom serves as an Asset Liability Management Consultant to new and prospective clients. He has significant financial institution experience consulting with and investing in community banks across the United States, sitting on boards of directors of portfolio companies, and regulating bank holding companies in the upper Midwest. Before joining Performance Trust in November 2016, Thom was a Senior Manager in the Chicago office of Wipfli, helping financial institutions with strategic and capital planning. Thom has also spent 10 years in the Federal Reserve System, most recently as a supervision analyst with the Federal Reserve Bank of Chicago. Previously, he worked in the Federal Reserve Bank of Chicago’s corporate administration function where he provided analytical and managerial support to the Chicago Fed president and senior leadership team. Thom holds a Bachelor of Science degree in engineering from Trinity College and an MBA from University of Chicago.

Event Sponsor

IZALE Financial Group

Registration to the live session includes:

  • One online connection

  • CPE credit for registrant

  • Permission to reproduce the handouts and other written material for additional attendees at your location

Only registered attendees of the live session can obtain CPE credit

Credit Hours

CPE Hour

  • Length:

  • Instructional Method:

  • Field of Study:

  • Advance Preparation:

  • Prerequisites:

  • Level:

Advanced

None

None

Economics - Technical

Group Internet Based

60 Minutes

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For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

Cost

Members: $30
Non-Members/Guest: $45