Managing Funding Strategies in the New Normal

With many financial institutions having more funding than they want or need, now is the time to evaluate how we are managing our deposit products and pricing. Join us as we explore depositor’s behavior and how depositories can evaluate their current models to fit the current environment.

 

Learning Objectives Include:

  • Evaluating depositor behavior (institution-specific & historical examples)
  • Pricing strategies to curb or stimulate growth
  • Develop Product strategies
  • Explore alternative funding strategies

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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Brittany Rollek

Brittany Rollek

Director, Advisory Services

Brittany Rollek joined ALM First Financial Advisors in 2013. As a Director for the firm, Brittany 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, Brittany 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, Brittany also ensures that clients receive accurate and timely information.
Jake King

Jake King

Manager, Advisory Services

Jake King joined ALM First Financial Advisors in 2016. As the Manager for the Advisory Analytics, Jake oversees the Advisory Analytics department, which is responsible for producing asset liability analysis, liquidity analysis, various ‘what-if’ analyses, and sensitivity testing for financial institutions.

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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.