Liquidity Forecasting: A Must for 2020 Planning
Learning Objectives:
- Identify sources and uses of liquidity
- Define liquidity risk and anticipate potential threats
- Understand necessary liquidity management
*CPE Credit is available

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
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.
This Webinar Starts In
Day(s)
:
Hour(s)
:
Minute(s)
:
Second(s)
Liquidity Forecasting: A Must for 2020 Planning
November CPE Credit Webinar