Even well before they reach the $10B regulatory threshold, institutions benefit from building the data infrastructure, governance frameworks, and risk measurement capabilities that effective CPST demands. Starting early reduces the operational strain of compliance, strengthens capital planning discipline, and gives management and the board better tools for decision-making. Join experts from ALM First as we review the potential benefits of beginning the process early.

Key Objectives:

• Review current trends in depository balance sheets and the latest regulatory practices.
• Learn how capital planning can strengthen your business strategy.
• Practical steps to prepare for your next examination and future CPST requirements.

Webinar Details:

Date: April 29, 2026
Time: 11am-12pm

Speakers:
Alec Hollis
Principal
ALM First

Dale Klein
Senior Director, CPST Policy & Regulation
ALM First

Level: Basic
Advanced Preparation: None
Prerequisites: None
Field of Study: Finance
CPE Credit(s): 1
Delivery Method: Group Internet Based
COST: FREE
Topic: ALM 101

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