EDUCATED DIRECTORS. EDUCATED DECISIONS. PRICE: G OLD Subscribers: FREE SILVER Subscribers: $500.00 or $99.00 each ASSET LIABILITY MANAGEMENT (ALCO) TRAINING SERIES Unless your bank already has this kind of expertise within your non-executive Board ALCO members, education is needed to address this issue. We have heard accounts of regulators asking to speak with one of your Board ALCO members without Senior Management present. Would your Board member be ready for that meeting? Bank Director Education, in conjunction with KPN Consulting, is proud to present an Asset Liability Management webinar series designed specifically for Community Bank Boards & Senior Management. Your institution will be provided with (5) 30-minute training sessions delivered to you via webinar programs, which will allow you the option of training your Board at your monthly Board Meeting or allow them the ability to learn on their own schedule. Session # 1: Liquidity Risk Management This session will describe the updated regulatory guidance and include a sample Contingency Funding Plan and Wholesale Funding Report which we believe provide the framework for banks to lay out their strategies for this most important risk factor. Session # 2: Funds Management This session will discuss why we believe the debate about the use of brokered deposits misses the point and why this debate could have been avoided altogether if institutions had fully described their wholesale/non-core funding strategies. Some key items that will be covered include Retail vs. Wholesale Funding, Elements of a Sound Wholesale Funding Strategy, Limit Setting on Wholesale Funding Sources, and Key Funding Sources. Session # 3: Interest Rate Risk Management This session will focus on Simulation Analysis as the critical tool for evaluating interest rate risk in the coming era. Some key items that will be covered include GAP Analysis and its relevance today, Simulation, Setting Limits on NII & EVE, and what your Board must know. Session # 4: Investment Risk Management Whether your objective is Liquidity or Yield, this session will provide guidance as to what factors must be provided in this section of your ALCO policy. We will cover the Key Components, Setting Limits on Investment options, the IRR Relationship, & Understanding your Vendors. Session # 5: Capital Management This session is designed to provide a description of the various elements required in a strong Capital strategy. MEET YOUR PRESENTER Karl Nelson CEO, KPN Consulting Karl Nelson is the President and CEO of KPN Consulting. His career has included positions as Director of Industry and Governmental Relations with Silverton Bank, President and Chief Marketing Officer of Institutional Deposits Corp, and National Market Development Director for Promontory Interfinancial Network where he worked on national marketing strategies for the CDARS program. In addition, Karl served as a Senior Vice President with the Federal Home Loan Bank of Atlanta from 1991 - 2002 where he managed the sales and marketing, strategic planning and trade association/regulatory outreach efforts and served on the bank's ALCO. Prior to joining the Home Loan Bank, he was involved for 18 years with various regional banks including Barnett, Florida National Bank, AmeriTrust Company, Society National Bank, and FNB Atlanta. Karl began his banking career with Chase Manhattan in 1972. Karl is a popular speaker on such topics as Funding, Liquidity, Contingency Funding Plans, the ALCO Process, and ROE Enhancement and over the last 4 years, he has provided 200 workshops to over 8,000 participants. Karl serves on the faculties of the Graduate School of Banking in Madison, Wisconsin and Boulder, Colorado, the Graduate School of Bank investments & Financial Management in Columbia, South Carolina, the Financial Managers School in Madison, the Asian Banking Academy, as well as the faculties of the State Banking Schools in Florida, North Carolina, and Tennessee. Mr. Nelson is an organizing Director and ALCO Chair for a de novo bank in North Carolina.
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