The ALCO Process - Time For A Tune-Up?

Click here for a PDF registration brochure.

Webinar
Presented by Indiana Bankers Association
Thursday, July 8, 2010  - 11:00 a.m. - 1:00 p.m. EST 

Program Content
During the past few years, it has become increasingly clear that our Asset Liability Management (ALM) Process is a critical factor for successful financial institutions. We will review the various critical components of a good ALCO Policy and spend time looking at each issue that should be addressed therein. Our goal is to make this complex process one that is understandable to those who do not participate directly in the ALM Process.

Please join us for this look at this critical bank function - all participants will receive a sample ALCO Policy.

Covered Topics:

• Discuss the Structure and Focus of a good ALCO Policy.
• Discuss the Types of A/L Committees.
• Discuss the Membership of the ALCO process.
• Review the essential components of an ALCO Policy.
• Describe the logic for combining policies today.

Presenter: Karl Nelson
Karl Nelson is the President and CEO of KPN Consulting, an organization engaged in the ALCO, Funding, and Liquidity arena. His career has included positions as Director of Industry and Governmental Relations with Silverton Bank, President and Chief Marketing Officer of Institutional Deposits Corp (SR), 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 through 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 eighteen years with various regional banks including Barnett, Florida National, AmeriTrust Company, Society National Bank, and FNB Atlanta. Karl began his banking career with Chase Manhattan Bank in 1972.

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.

Who Should Attend:
This workshop is designed for those Directors, CEO's, CFO's and other Senior Managers who have an interest in learning more about this most important process.

What is a Webinar?
A Webinar is a seminar that you watch on your computer, via Internet, while listening to the content through your telephone. This offers you the opportunity to have a seminar at your location without any of the travel! The registration fee of $255 allows you access to one website “seat,” one telephone site license and all hand out materials. Webinars are live and allow time throughout for questions and answers. If you are unable to attend the Webinar but would like to have this information for training purposes, you may also purchase an audio CD, handout materials and a password to view the information online.

CAN’T ATTEND THE SCHEDULED TRAINING?
ORDER THE NEW, IMPROVED CD ROM*. As an added benefit, you may purchase the entire presentation on CD Rom. NEW! The new, improved CD Rom is complete with the audio and visual presentation from the original Webinar plus participant handouts. With this CD, you will have an “off-the-shelf” training program for those that were not able to attend the live seminar and for future training purposes. Affordable, professional training, when and where you choose! *CD Rom for PC use only

Registration Fee
Webinar
$255 Member                    $150 Each Additional Member Location
$510 Non-Member             $300 Each Additional Non-Member Location

Webinar & CD-ROM
$375 Member                    $750 Non-Member

CD-ROM & Handout Training Material
$255 Member                    $510 Non-Member

Cancellation Policy
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. If your bank is unable to participate after registering, you can also select to purchase an audio of the recorded presentation. To cancel please call Marlene Wells at the Indiana Bankers Association at 317-387-9380 or e-mail her at mwells@indianabankers.org.