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2022 AICPA & CIMA Conference on Credit Unions

CU2212 - Managing a Balance Sheet to Withstand Interest Rate Volatility – Part I, Market Themes & BSM Tenets


Oct 25, 2022 1:50pm ‐ Oct 25, 2022 2:40pm


Standard: $49.00

Description

There are three common attributes of high-performing financial institutions, regardless of the current Fed rate or market volatility. Learn how staying disciplined in the face of others’ concern better positions your balance sheet in a changing rate environment.

Part one of this cautionary two-part session will begin with an overview of current market conditions and the factors impacting the economic outlook. Industry experts will then begin to break down the three principles of high-performing financial institutions: disciplined asset pricing, understanding deposit franchise value, and the importance of hedging.

Learning Objectives:
  • Analyze current market conditions and factors impacting the economic outlook
  • Identify the role of risk-adjusted return modeling in a disciplined asset pricing process
  • Distinguish the importance of funding in sustainable financial performance
  • Determine how hedging with derivatives can help reduce risk to earnings and value

Speaker(s):

  • Jason Haley, Chief Investment Officer, ALM First Financial Advisors
  • Robert Perry, Principal, ALM & Investment Strategy, ALM First Financial Advisors
Category: Concurrent Session (Onsite and Online)

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