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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:
Thumbnail for 2022 AICPA & CIMA Conference on Credit Unions
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

Speaker Image for Jason Haley
Chief Investment Officer, ALM First Financial Advisors
Speaker Image for Robert Perry
Principal, ALM & Investment Strategy, ALM First Financial Advisors

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