ABOUT
We look forward to seeing everyone in person once again at the Washington Duke Inn to ACE the power of asset-liability management. Join us as we focus on:- Advancing new enhancements to empower your teams
- Connecting all of your balance sheet management processes to gain a consistent and real-time view of risk
- Engaging attendees to seek out best practices from peers and learn from our ALM experts
HIGHLIGHTS
- One-and-a-half day sessions featuring detailed product overviews, focused training and peer insight on how models are being used, including:
- Dedicated session focusing on modeling changes to handle the transition from LIBOR to SOFR
- How to set up and run liquidity stress testing in the model
- Learning tracks to focus on Mechanics, Applications and Best Practices
- Our traditional golf event for those who are interested in hitting the links!
- Dedicated session focusing on modeling changes to handle the transition from LIBOR to SOFR
- How to set up and run liquidity stress testing in the model
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13:00
Golf Outing
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17:00
Welcome Reception
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07:30
Breakfast/Registration
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08:30
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09:00
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10:00
Break
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10:15
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11:00
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12:00
Lunch
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13:15
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14:15
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15:00
Break
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15:15
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16:30
Closing Remarks
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17:00
Reception
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08:30
Continental Breakfast
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09:00
Training Session 1
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10:00
Training Session 2
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Consolidations: How to Model Your Holding Company and/or Subsidiaries
Best Practices Track
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11:00
Training Session 3
VENUE INFORMATION
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Ed Young works on projects involving credit risk, enterprise capital planning/stress testing, and CECL, helping clients solve complex financial risk management challenges. He develops robust, cross-company solutions to address clients’ needs and improve risk management processes. His background includes leadership roles at the Federal Reserve with a focus on credit, market, and liquidity risk; model risk management; and capital stress testing.
Ed earned both an MBA and BS in Finance from the University of Alabama at Birmingham.
Martin A. Wurm is a senior economist with Moody’s Analytics. He covers financial markets, with a focus on market risk, as well as regional economies in the U.S. Before joining Moody’s Analytics, he served as associate professor of Economics at Pacific Lutheran University in Tacoma WA. Dr. Wurm has published on financial market development and informal economies and has conducted local impact studies and forecasts. He holds a doctorate and master’s degree from the University of Wisconsin–Milwaukee and completed his undergraduate work at the University of Potsdam and the Ludwig-Maximilian’s University in Munich, Germany.
Scott Hildenbrand serves as chief balance sheet strategist and head of the financial strategies group at Piper Sandler.
Previously, Hildenbrand was a principal and chief balance sheet strategist of Sandler O'Neill + Partners, LP. He headed the balance sheet analysis and strategy group, working with financial institutions on balance sheet strategy development, which includes interest rate risk management, investment portfolio strategy, retail and wholesale funding management, capital planning, budgeting, and stress testing. Hildenbrand also worked closely with the firm's investment banking group to identify and develop strategic opportunities for clients involved in mergers and acquisitions.
Hildenbrand previously worked in Sandler O'Neill's interest rate products group, focusing on developing and implementing structured wholesale funding strategies for financial institutions. He spent his first four years at the firm in the asseUliability management group. Prior to joining Sandler O'Neill in 2004, Hildenbrand worked as a financial analyst in asseUliability management at Tower Federal Credit Union in Maryland.
In 2021 Hildenbrand was elected to the Financial Managers Society board of directors. Additionally, he serves as treasurer on the board of directors for Liam's Room, a non-profit organization that focuses on pediatric palliative care, a specialized approach to medical care for children with serious illnesses.
Hildenbrand holds a Master of Business Administration degree in finance from Loyola College in Maryland and a bachelor's degree with a concentration in accounting and finance from Gettysburg College. He is a frequent speaker at industry conferences and seminars.
Bob Newman is a Managing Director in Chatham’s Financial Institutions business advising community and regional banks in the Mid-Atlantic region. With nearly 40 years of experience in banking, he is a frequent speaker at industry events and serves on the faculty of the ABA Stonier Graduate School of Banking.
Bob previously led the Financial Institutions business, and prior to joining Chatham, spent most of his 20 years in commercial banking bringing “swaps to Main Street" and helping start the derivatives operation at Maryland National Bank and expand the derivatives effort at SunTrust Bank. Bob is a CFA Charterholder and graduate from the College of William and Mary with his bachelor’s degree in economics.
Christopher Jones is Director, Product Management for Moody’s Analytics. Jones is responsible for the design, integration, and development of new ALM-related products as well as the enhancement of existing products relating to areas such as FTP, Capital Planning, and Liquidity. Previously, Jones served as the Asset Liability Manager for Silicon Valley Bank and has worked for over 25 years as an ALM practitioner. Jones joined the Moody's team in April 2022.
Jones holds a B.A. in Finance from Weber State University with a minor in German, as well as an M.B.A. from Utah State University.
Jeff began his career as a commercial lender at National City Bank in Cleveland. He then spent 12 years at Sendero Corporation (ALM/FTP/Profitability Provider- Division of Fiserv) and was SVP of Global Sales. Jeff most recently served as President of McGuire Performance Solutions (ALM/Liquidity/Capital Stress Test Model Validations and Deposit Behavior Studies) for three years after spending 7 years there as SVP Sales.
Joe Luiso joined ALM First Financial Advisors in 2021. As Director, Sales & Client Relations, Joe utilizes his extensive knowledge of Asset Liability Management (ALM) and Enterprise Risk Management (ERM) to partner with clients, connecting them with ALM First resources so they can achieve their institution’s financial goals and maximize performance.
Throughout his more than 30 years of industry experience, Joe has developed and conducted ALM educational events for business schools, associations, and government agencies, including the Federal Reserve, Office of the Comptroller of the Currency, Office of Thrift Supervision, Federal Deposit Insurance Corporation, Farm Credit Administration, the Credit Union National Association and others.
Prior to joining ALM First, Joe served as an Associate Director for ZM Financial Systems (A Moody’s Analytics Company). He also worked as VP Sales for LPS Applied Analytics, formerly Applied Financial Technologies, Inc. and spent 10 years at both SunGard BancWare and Sendero Corporation, in addition to serving as VP Treasurer at Impac Mortgage Holdings, Inc.
Joe holds a Bachelor of Science, Professional Accounting from California State University, Long Beach.
Sean Ridenour re-joined ALM First Financial Advisors in 2020 after serving as a Financial Analyst from 2012 to 2013 and Analytics Manager from 2013 to 2014. In his current role as a Managing Director for the Strategic Solutions Group, Sean oversees reporting for our clients including asset liability management (ALM) model validations, capital stress testing and current expected credit losses (CECL). His team also assists with various other Treasury functions performed by financial institutions.
In addition to holding multiple roles at ALM First, Sean previously served as Vice President, Capital Planning Manager for a national financial institution with over $15B in assets and as Vice President, Market Risk Analytics for Comerica Bank.
Sean received a bachelor’s degree in finance from the University of Tulsa, and his MBA from Southern Methodist University. Sean also holds the Charter Financial Analyst® designation.
Jessica Rice, Director, Senior Data Scientist, manages the Data Services group, providing responsive and thorough solutions to client questions/issues after diligent analysis. Engaged extensively in product enhancement, Rice’s experience has focused primarily on fixed income and derivatives, as well as expanding the quantitative analytics solution offering. Prior to her current position, Rice served as Director, Balance Sheet Analytics with Performance Trust Capital Partners, and also worked previously for ZM Financial Systems as Director, Consulting Services. Rice holds dual degrees from James Madison University in Quantitative Finance and Mathematics, with a minor in Economics.
Sara Gouthro, Assistant Director, Senior Product Consultant, Moody’s Analytics
Sara is an experienced financial professional focusing on implementation and training on asset liability management. She previously served as Implementations Specialist at ZM Financial Systems (now part of Moody’s Analytics) and as Associate Vice President, Asset Liability Management, for EasCorp. Sara holds a B.A. of Economics from College of the Holy Cross as well as an MBS from University of Massachusetts Lowell.
David (Dave) Faulkner, Associate Director, Senior Product Consultant provides guidance on how to apply simulation analytics to balance sheet risk management. He delivers client support regarding data handling, modeling methodologies and report interpretation on the OnlineALM solution. Previously, Dave served 12 years as Senior Product Consultant / Senior Business Analyst for ALM products at a financial software company. Dave has an MBA from University of Colorado and earned the Chartered Financial Analyst (CFA) designation in 2006.
Guo Chen, PhD, is Senior Director, Financial Engineering, for Moody’s Analytics. Chen is responsible for overseeing the behavior modeling for Moody’s Analytics U.S. asset liability management and integrated balance sheet management solutions. With extensive knowledge of various interest rate models, Chen is also responsible for fixed-income analytics and quantitative research in general.
Chen previously served as Director, Quantitative Research, for ZM Financial Systems, where he led interest rate modeling and behavior modeling efforts to help institutions managing market risk and respond to regulatory requirements.
Chen holds a PhD in Applied Mathematics from North Carolina State University, as well as a Bachelor of Science from Nankai University, and Master of Science from Peking University.
Thomas (Tom) Caragher is Director, Product Management for Moody’s Analytics. He is responsible for the overall direction and strategy for the company’s Behavior Analysis and Mining solution. Previously, Tom served as Director, Product Manager for ZM Financial Systems (ZMFS). Before joining ZMFS he spent 12 years as the Sr. Product Manager for the risk products at a financial software company.
Prior to that position, Tom spent five years as an interest rate risk consultant, as well as several years at the Chicago Board of Trade in back-office operations and as a credit analyst for GreenTree Financial. Tom has an MBA for Arizona State University and over 25 years of experience in Risk.
Steve Doan is the Lending & Member Solutions Director at FHLBank Indianapolis, where his team manages the day-to-day lending function to assist members manage the liquidity and funding needs of their balance sheets. He is also active in educating members on how to best leverage their FHLBank Indianapolis membership through the analysis of leverage strategies, meeting with ALCOs, Boards, and speaking at trade group meetings. He has been with FHLBank Indianapolis for 8 years. Prior to working at FHLBank Indianapolis, Doan was the treasurer of a community bank for over 20 years and served as the bank’s wealth management senior investment officer. Steve holds a BS in Finance and an MBA from Ball State University as well as Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
Christopher Jones is Director, Product Management for Moody’s Analytics. Jones is responsible for the design, integration, and development of new ALM-related products as well as the enhancement of existing products relating to areas such as FTP, Capital Planning, and Liquidity. Previously, Jones served as the Asset Liability Manager for Silicon Valley Bank and has worked for over 25 years as an ALM practitioner. Jones joined the Moody's team in April 2022.
Jones holds a B.A. in Finance from Weber State University with a minor in German, as well as an M.B.A. from Utah State University.
Ben Thomasson is a Solutions Specialist for Moody’s Analytics. Thomasson is responsible for performing demos for various balance sheet-related solutions such as ALM, budgeting, and stress testing. He also serves as support to the sales representatives for deep dives into the solutions. Previously, Thomasson served as Director, Implementation Services, and led new client implementation and program management, managed support teams to assist clients in loading, running, and validating data prior to implementation, on-site and online training, and client education. Prior to this position, Thomasson served as Director, ZMdesk Support and Implementation, with ZM Financial Systems. Thomasson holds a Bachelor’s degree in Economics from North Carolina State University and a minor in History.
Thomas (Tom) Caragher is Director, Product Management for Moody’s Analytics. He is responsible for the overall direction and strategy for the company’s Behavior Analysis and Mining solution. Previously, Tom served as Director, Product Manager for ZM Financial Systems (ZMFS). Before joining ZMFS he spent 12 years as the Sr. Product Manager for the risk products at a financial software company.
Prior to that position, Tom spent five years as an interest rate risk consultant, as well as several years at the Chicago Board of Trade in back-office operations and as a credit analyst for GreenTree Financial. Tom has an MBA for Arizona State University and over 25 years of experience in Risk.
Sara Gouthro, Assistant Director, Senior Product Consultant, Moody’s Analytics
Sara is an experienced financial professional focusing on implementation and training on asset liability management. She previously served as Implementations Specialist at ZM Financial Systems (now part of Moody’s Analytics) and as Associate Vice President, Asset Liability Management, for EasCorp. Sara holds a B.A. of Economics from College of the Holy Cross as well as an MBS from University of Massachusetts Lowell.
With over 35 years of experience in strategic risk management, Mike Guglielmo provides technical and strategic consulting to a diverse group of financial institutions. Mike is also a frequent author and top-rated speaker on a variety of balance sheet, model risk management, and strategic performance topics. He is the Past Chairman of the Financial Managers Society and is a faculty member for the FMS Institute and ABA’s Advanced Risk Management School.
During his tenure at DCG, Mike has served in various capacities, including director of financial analytics. In addition, he is a technical resource for the ongoing development of many of DCG's quantitative and strategic risk management products and services. Prior to joining DCG, Mike managed the ALCO and strategic planning processes for a regional bank in the northeast. Mike is a graduate of Fairfield University with a degree in economics.
Tony manages relationships with midsize and large banks, seeking to understand each institution’s unique balance sheet challenges and offer solutions that enhance performance and compliance. Tony brings more than 25 years of banking experience to this role, most recently serving as SVP, CFO at United Bancshares. He previously held several positions at Huntington National Bank, including SVP, Strategic Planning; CFO of the Wealth, Government and Home Lending Division; SVP, Segment Risk Officer; and SVP, Deposit Pricing Director. Prior to Huntington, he served in several finance roles, including VP, Margin Manager at Sky Financial Group, and CFO at Three Rivers Bank. Tony earned a BS in Finance from Penn State University and a MBA in Finance from the University of Bridgeport.