Creating Your 2021 Risk Dashboard

As depositories finalize budgets and strategic plans, having a complete picture of your institution’s risk exposures and opportunities is critical. Join us as we share best practices for creating your 2021 risk dashboard to learn how your institution can narrow down its options and uncover new opportunities for performance despite continuing NIM pressures.

 

Learning Objectives Include:

  • Identification of key financial performance & risk indicators
  • Defining risk appetite & financial performance goals
  • Measuring risk capacity & aligning the business plan

CPE Credit Opportunities

  • Number of CPE Credits Offered: 1.2
  • Delivery Method: Group-Internet Based
  • Program Level: Intermediate
  • Fields of Study: Finance
  • Prerequisites: None
  • There is no advanced Preparation required

*CPE Credit is available

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Darren Fago, CFA

Darren Fago, CFA

Director, Advisory Services

Darren Fago joined ALM First Financial Advisors in 2019. As a Director for the firm, Darren specializes in customizing and implementing actionable and effective ALM and investment strategies to maximize client performance. Additionally, Darren proactively designs sensitivity analyses and scenarios to test client balance sheet exposure to various factors and formulates action plans to optimize client performance within policy and risk tolerances. As a trusted advisor, he helps financial institutions build high performing investment portfolios and efficient balance sheets.
Alain Tourikian

Alain Tourikian

Director, Advisory Services

Alain Tourikian joined ALM First Financial Advisors in 2019. As a Director for the firm, Alain is primarily responsible for the client’s management team to customize and implement actionable and effective ALM and investment strategies to maximize client performance. Additionally, Alain proactively designs sensitivity analyses and scenarios to test client balance sheet exposure to various factors and formulates action plans to optimize client performance within policy and risk tolerances. As a Director, Alain also ensures that clients receive accurate and timely information.

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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 Jacob Catalano at (214) 987-9233 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.