Liquidity Forecasting: A Must for 2020 Planning

No matter the movement in rate forecasts and growth expectations, liquidity remains critical for healthy institutions. In order to ensure that adequate liquidity sources are available in the event of the unexpected, institutions should employ tools and resources that provide comprehensive liquidity forecasts and ongoing stress tests in order to evaluate the overall effectiveness of the institution’s liquidity policy.

 

Learning Objectives:

  • Identify sources and uses of liquidity
  • Define liquidity risk and anticipate potential threats
  • Understand necessary liquidity management

*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 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, Cullen 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 Senior Director, Cullen also ensures clients receive accurate and timely information.

Michael Oravetz

Michael Oravetz

Associate, ALM & Investment Management

Michael Oravetz joined ALM First Financial Advisors in 2016. Michael assists in delivering holistic balance sheet strategies across a variety of funds management disciplines including loan and deposit pricing, portfolio and liquidity risk management, as well as profitability and funds transfer pricing. In addition, Michael participates with implementing firm-wide strategic initiatives and has assisted in various interest rate hedging strategies, ALM model validations, and loan pool valuation.

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Liquidity Forecasting: A Must for 2020 Planning

November CPE Credit Webinar

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