Funding Strategies in a Changing Market

 

Wednesday, June 22, 2022

11:00 a.m. – 12:00 p.m. CT

 

With inflation levels at a generational high, deposit decay and the potential need to replace core funding sources in a higher rate environment quickly becoming concerns for many depositories. In this session, we’ll explore current funding trends, cost considerations, and alternatives to traditional deposit funding which may prove more beneficial to the bottom line and your risk profile. Before your institution employs costly term deposit promotions or locks in term advances, make sure to you know your funding options and how to construct profitable funding strategies.

 

Learning Objectives:

  • Identify the differences between core and non-core funding
  • Evaluate marginal cost across various funding strategies
  • Leverage non-traditional funding sources tailored to the institution’s risk profile

CPE Credit Opportunities

  • Number of CPE Credits Offered: 1.2
  • 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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Cullen Coxe

Cullen Coxe

Senior Director, Advisory Services

Cullen Coxe joined ALM First Financial Advisors in 2003. As a Senior Director for the firm, Cullen works with clients to develop successful balance sheet strategies and enhance their overall performance. This includes working closely with clients to develop long-term, holistic partnerships and interpreting full balance sheet risk analytics and risk positioning to determine the best opportunities for clients to achieve their financial goals.

Thomas Griswold

Thomas Griswold

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 team, which is responsible for developing holistic partnerships with clients and implementing effective balance sheet and investment strategies to enhance overall performance.

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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.