Error loading player: No playable sources found
CU2215
Managing a Balance Sheet to Withstand Interest Rate Volatility – Part II, Strategies and Solutions
Date
October 25, 2022
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2022 AICPA & CIMA Conference on Credit Unions
Although the interest rate environment has changed rapidly, depositories with a disciplined asset-liability management framework are best suited to weather the storm. Learn practical strategies for building a balance sheet that is resilient in any rate environment.
In part two of this cautionary two-part session, experts will highlight key considerations of a disciplined asset model, compare funding alternatives, and identify practical applications of hedging strategies to manage and enhance margins. Learn how to build a management process that gets buy-in across departments to effect meaningful improvement in financial performance.
Learning Objectives
- Identify critical areas of refinement for dependable asset pricing models Evaluate marginal cost across various funding strategies
- Analyze marginal cost across various funding strategies
- Differentiate applications of hedging to stabilize financial performance
Speakers
Chief Investment Officer, ALM First Financial Advisors
Principal, ALM & Investment Strategy, ALM First Financial Advisors
Session Categories
Related Products
Strategic Growth Through Mergers & Acquisitions
We will discuss how mergers (including bank acquisitions) fit into your credit union's overall growth to assist in readiness for a transaction when it arises. This includes defining and prioritizing the criteria for partner fit…
Stump the Chumps
Can you outwit the experts? Here is the chance to challenge industry experts with those technical questions that have been driving you crazy this past year. So please bring those troubling questions and see if you can stump your colleagues…
Managing a Balance Sheet to Withstand Interest Rate Volatility – Part I, Market Themes & BSM Tenets
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…
Inflation, the Fed, and Derivatives
With extreme uncertainty around the trajectory of inflation, and therefore corresponding Fed policy, managing interest rate risk is of ultimate importance…
