How to Harness Slack Availability in Your Balance Sheet

 

Tuesday, November 16, 2021

1:30 p.m. – 2:30 p.m. CT

 

Digital finance, participations and securitizations are all examples of how depositories can transform excess balance sheet capacity into income generating activity. In this webinar, we’ll share several examples of how institutions are identifying more scalable origination channels and creating new income sources. Now is the time to consider innovative balance sheet strategies as you plan for 2022 and beyond.

 

Learning Objectives:

  • Understand current industry trends, challenges, and opportunities
  • Discuss examples of innovative balance sheet strategies
  • Discover how your institution may be able to harness excess balance sheet capacity

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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Travis Goodman, CFA

Travis Goodman, CFA

Managing Director, Advisory Services

Travis Goodman is a Principal at ALM First, joining the firm in 2003. Travis oversees the Advisory Services group, which is responsible for implementing actionable and effective balance sheet and investment strategies for client financial institutions. 

In addition to overseeing Advisory Services, Travis assists large, complex financial institutions in achieving optimal performance within policy and risk tolerances. He also oversees ALM First’s Loan Transaction Network (LTN), helping clients gain access to secondary markets and creating more efficiency and transparency in whole loan and loan participation trading for both buyers and sellers.

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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.