Financial Managers School

Date:

Sep 20, 2020 to Sep 25, 2020

Location:
Fluno Center for Executive Education
Register

Designed by experienced CFOs especially for financial managers, this week-long school goes beyond the basics to present best practices and provide community financial institution financial managers the tools to build a solid foundation in asset/liability management. Learn the unique concepts and terminology of bank finance and asset/liability management along with the practical implementation tools to profitably manage a financial institution's balance sheet, develop effective strategies and communicate strategies to the board and senior management that ensure effective decision-making.

Enrollment Deadline: August 20

Agenda

Arrival - Sunday

Registration 3:30-4:00 p.m.
Welcome & Program Introduction 4:00-5:30 p.m.
Reception & Dinner 5:30-7:30 p.m.

Monday - Thursday

Several 15 minute breaks are scheduled through the day.
Beverages and snacks will be offered at all breaks.

Breakfast Available 7:00-8:00 a.m.
Class Begins 8:00 a.m.
Lunch 11:30 a.m. -12:30 p.m.
Class Adjourns 4:30 p.m.

Departure - Friday

Morning Class 8:00-11:00 a.m.
Adjourn 11:00 a.m.
Topics

This interactive learning forum will utilize a mixture of lectures, small group discussions, computer simulations, and case studies to enhance the learning experience. You'll learn how to:

  • Develop an effective capital planning strategy
  • Use the annual planning process to respond to change and make effective decisions on risk-return trade offs
  • Analyze peer and trend analysis to develop a risk management profile with effective measures and goals
  • Examine interest rate risk and the measurement systems of gap, duration, dynamic income at risk, static and dynamic value at risk
  • Use an A/L model to evaluate risk-return trade offs
  • Communicate financial information to management for responsible decision making
  • Evaluate liquidity risk management strategies and funding options
  • Review investment portfolio management strategies and investment policy issues
  • Examine effective credit risk management including loan policy, tracking issues, and integration with the ALCO process
  • Price loans using benchmark securities
  • Install an effective deposit pricing process with decision-making tools for choosing the best retail and wholesale funding options
  • Make better decisions by measuring the profitability of the organization, lines of business, products and customers
  • Use profitability analysis tools in the product development process
Speaker

David W. Koch
Managing Director - Advisory Services
Abrigo, formerly FARIN Financial Risk Management.
Fitchburg, WI
Program Coordinator

Darryl Mataya
Senior Vice President
Abrigo, formerly FARIN Financial Risk Management
Minneapolis, MN

Rob Newberry
Senior Vice President & Client Management Specialist
Abrigo, formerly FARIN Financial Risk Management.
Fitchburg, WI

Todd Patrick
Senior Vice President, Capital Markets
CenterState Bank
Atlanta, GA

Jessica Cabellaro
Senior Manager of Strategy and Engagement
Abrigo
Austin, TX

Additional Information

WHO SHOULD ATTEND

CFOs and others in senior management actively involved in the financial management responsibilities of small- to medium-sized financial institutions. Financial managers who have day-to-day experience with asset/liability management, investments, budgeting and reporting activities will benefit from this in-depth peer and process immersion in asset/liability management.

CPE CREDITS

FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417. Phone: 615-880-4200.

Level: Intermediate to Advanced
Prerequisite: Financial manager actively involved in the financial responsibilities of a small- to medium- sized financial institution
Advanced Preparation: Pre-reading assignments
Field of Study: Accounting and Auditing, Management
Credits: Attendees will earn 44 CPE credits

Fees

The program fee for the Financial Managers School includes:

  • A $350 non-refundable registration fee
  • All instructional materials and resources
  • Five nights lodging (single occupancy) at the Fluno Center For Executive Education (Madison) or a business hotel a short one-block walk to the Fluno Center, based on space availability
  • Meals (including full breakfast and lunch each day)
  • Welcome Reception and Dinner
  • Case study simulation model
  • Classroom instruction by industry experts with over 20 years of experience
  • Access to a faculty of experts with decades of experience in the financial services industry

The 2020 fees are $4,050. 

location

Attendees will reside at the Fluno Center For Executive Education (Madison) or a nearby business hotel which is a short walk , based on space availability and application date.