By Mark H. Smith, Founder, Mark H. Smith, Inc.
For Credit Union CFOs and Financial Managers needing a more robust training regimen with respect to IRR, we will be traveling to approximately 30 cities in the US in the second half of 2015. We will be presenting a live intermediate-level seminar addressing credit union interest rate risk. These seminars are absolutely free.
All seminars start at 10:00am and run until 3:30pm; Lunch provided.
Managing the Other Half of the Balance Sheet: Deposits Need TLC Too
Part I - Developing Deposit Assumptions
- Regulatory Input, NERA, 17/4
- Unsupported assumptions, long-term asset ratio
- Core Deposit Indices—strengths and weaknesses
- Deposit studies, “DIY” approach
- Deposit Studies, outsourced approach
Part II - Pricing Strategies When Rates Rise
- Segmentation strategies
- Wholesale funding
Part III - Reviewing the IRR Process
- Strong ALCO, Resources, Assumptions, Validation
Click on www.markhsmith.com/Seminars for more details or call 800-268-7795.
Upcoming Seminars
Tues. June 9th | Seattle, WA | Hilton Seattle Airport & Conference Center | Register here |
Thurs. June 11th | Oakland, CA | Hilton Garden Inn Oakland/San Leandro | Register here |
Future Seminars
Tues. July 7 | Glendale, CA |
Thurs. July 9 | Brea, CA |
Tues. July 14 | New York City, NY |
Thurs. July 16 | Boston, MA |
Tues. July 21 | Des Moines, IA |
Thurs. July 23 | Minneapolis/St. Paul, MN |
Tues. July 28 | Chicago, IL |
Thurs. July 30 | Oshkosh, WI |
Tues. Aug. 4 | Cleveland, OH |
Thurs. Aug. 6 | Columbus, OH |
Tues. Aug. 18 | Detroit, MI |
Thurs. Aug. 20 | Lansing, MI |
Thurs. Aug. 27 | Denver, CO |
Thurs. Sept. 15 | Rochester, NY |
Thurs. Sept. 17 | Pittsburgh, PA |
Tues. Sept. 22 | NJ (T.B.D.) |
Thurs. Sept. 24 | King of Prussia, PA |