Best Practices for a Better ALCO

 

Thursday, September 23, 2021

1:30 p.m. – 2:30 p.m. CDT

 

A lender’s Asset Liability Committee (ALCO) is a critical component within the institution’s risk management structure.  Successful leaders use their ALCO to drive strategy and manage risk.  Join us as we take a deeper dive into the current challenges of effective ALCO management and learn best practices to enhance meeting structure and ensure the balance sheet is appropriately positioned.

 

Learning Objectives:

  • Recognize differences between Strategic vs. Operational ALCO
  • Understand the importance of a feedback loop
  • Identify pertinent risks
  • Leverage your system tools and reports

CPE Credit Opportunities

  • Number of CPE Credits Offered: 1
  • Delivery Method: Group-Internet Based
  • Program Level: Basic
  • Fields of Study: Finance
  • Prerequisites: None
  • There is no advanced Preparation required

*CPE Credit is available

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Thomas Griswold, CFA

Thomas Griswold, CFA

Managing Director, Advisory Services

Thomas Griswold joined ALM First Financial Advisors in 2013. As the Managing Director for Advisory Services, Thomas oversees the Advisory Services department, which is responsible for implementing actionable and effective balance sheet and investment strategies for client financial institutions. He also assists with interest rate hedging strategies, and advises institutions in asset valuation to guide trading decisions.

Prior to joining ALM First, he worked as an analyst underwriting commercial credits with PlainsCapital Bank.

Thomas holds a bachelor’s degree in finance from the University of Notre Dame, as well as the Chartered Financial Analyst (CFA) designation. 

John Smith, CPA

John Smith, CPA

Director, Advisory Services

John Smith joined ALM First Financial Advisors in July of 2020. In his role as Director, John is supported by our internal team as he develops holistic partnerships with clients to develop successful balance sheet strategies that maximize performance. This includes interpretation of full balance sheet risk analytics and risk positioning to determine the best opportunities for each client to achieve their financial goals.

Prior to joining ALM First, John served as the Chief Investment Officer for Firstbank of Illinois in Springfield, IL.

John holds a Bachelor of Science in Accounting from Indiana University – Kelly School of Business.  John is a member of the American Institute of Certified Public Accountants.

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Cancellation Policy

You may cancel your registration at any time without penalty.

Questions or compliants?

If you have any questions or complaints, please contact Madi Wright at (214) 451-2399 or [email protected]

ALM First Financial Advisors, LLC, is registered with the National Association of State Boards of  Accountancy (NASBA) asa 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 for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure. The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.