solutions through unified effort
Asset/Liability Management & Investment Strategies Seminar

Asset/Liability Management & Investment Strategies Seminar

Date:

Details

April 17, 2018
VBA Training Center
4490 Cox Road
Glen Allen, VA 23060

With the Federal Reserve in the middle of its first tightening cycle in more than a decade, finding a balance between interest rate risk, liquidity and performance has never been more critical. You can improve your liquidity position by holding a lot of cash, but performance suffers. You can increase performance with long term fixed rate assets, but you may have to take on significant IRR to get there. Managing any one of these issues in isolation is easy, but managing all three simultaneously is a challenge that all community banks must face. This session will explore the unique relationship between IRR, liquidity and performance and give you specific ideas about how to manage all three simultaneously. Topics will include:
  • Economic Landscape, Market Update & Fed Policy Outlook 
  • What the highest performing banks do well to get to the top and stay there
  • Interest Rate Risk, Liquidity and Balance Sheet Strategies
  • Best practices for complying with the heightened regulatory scrutiny on liquidity risk management
    Strategies to more effectively manage liquidity without sacrificing performance
  • Managing extension and price volatility with effective security selection
Each attendee will receive a custom packet for their Institution which will include bank-specific performance data and peer group comparison, non-maturity deposit analysis, surge balance study and a liquidity stress test.

About the Speakers

Ryan W. Hayhurst is a Managing Director and serves as Manager of the Financial Strategies Group. Ryan oversees the design and implementation of investment and asset/liability strategies for financial institutions and is integrally involved in the continued development of the firm’s proprietary software designed to assist clients in the management of their investment portfolios and their overall interest rate risk profiles. Ryan regularly develops and presents educational seminars nationwide, with a focus on investment and interest rate risk management. He is a frequent speaker at financial institution conventions and investment conferences, and has served as a faculty member of several national and regional banking schools. Ryan holds a Bachelor of Business Administration degree from the University of Oklahoma.

Dale Sheller is Vice President in the Financial Strategies Group at The Baker Group. He joined the firm in 2015 after spending six years as a bank examiner with the Federal Deposit Insurance Corporation. Sheller holds a bachelor ’s degree in finance and a master’s degree in business administration from Oklahoma State University. He works with clients on interest rate risk management, liquidity risk management, and regulatory issues.

Registration Fees

VBA Members: $245

Non-Members: $745

Hotel Information

Please contact Walt Lyons at [email protected] or (804) 819-4746 for assistance with accommodations.

REGISTER | PROGRAM FLYER

VBA Contact

Walter L. Lyons - [email protected]  
Manager, Education & Training
Virginia Bankers Association

VBA Event Cancellation Policy

All cancellations will be charged a $25.00 administrative fee. Cancellations received less than 72 business hours before the program will be charged a $75.00 administrative fee plus any additional fees associated with the training. Substitutions are allowed prior to beginning of course.