ABOUT
Please join us as we explore how the events of 2023 continue to impact our industry and how you can do more with your asset liability management (ALM) model. Our keynote and guest speakers will provide a “big picture” view of where we’ve been and where we’re headed.
HIGHLIGHTS
Product overview and key capabilities: learn more about recent product developments and what we can expect next
Breakout sessions: focusing on the mechanics (why), applications (how) and best practices of our ALM solution in day-to-day practices
Training sessions: new users and experienced modelers will benefit from our detailed breakout sessions
Additional activities: golf, welcome reception featuring a game night solution showcase and more!
AGENDA
These times are approximate and subject to change.
Monday, August 14
12:00 PM: Golf Outing
6:30 PM: Welcome Reception with MA Solution Showcase
Tuesday, August 15
7:30 AM: Breakfast / Registration
8:30 AM: Opening Remarks
8:45 AM: ALM 2023 & Beyond
10:00 AM: Break
10:15 AM: Keynote Speaker
11:15 AM: ALCO Content and Composition
12:15 PM: Lunch
1:30 PM: Doing More with your ALM Model
2:30 PM: Performing Liquidity Stress Testing in Your Model
3:15 PM: Break
3:30 PM: Modeling Deposits
4:15 PM: Closing Remarks
5:15 PM: Meeting in Lobby for Transporation to evening event
5:30 PM: Transportation Departs for dinner at Carolina Exotic Car Club
Wednesday, August 16
8:00 AM: Continental Breakfast
Break-out Sessions
9:00 AM - 9:50 AM
Track 1 (Mechanics): Funds Transfer Pricing Mechanics
Track 2 (Application): Chart of Accounts: Your Institution’s Blueprint for Successful Balance Sheet Management
Track 3 (Best Practices): Modeling Best Practices: Breaking Down Credit, Pre-Payment and Deposits
10:00 AM - 10:50 AM
Track 1 (Mechanics): IAA and Deposit Analysis/Prepays
Track 2 (Application): Customer Roundtable: Lending Relationships and Credit Modeling
Track 3: (Best Practices): Supercharge the Calculation Process: Your ALM Dynamic Engine Using Cloud Computing
11:00 AM - 11:50 AM
Track 1: (Mechanics): Why Backtesting Matters
Track 2: (Application): Managing the SOFR Transition
Track 3: (Best Practices): Customer Roundtable: Full-time Frustration or Marveled Method? Discussing FTP in
Practice
12:00 PM: Boxed lunch
1:00 PM: Training Session Breakouts (ZMdesk, OALM, IAA, OBUD)
3:30 PM: Conference concludes
HOTEL ROOMS Our group hotel room block deadline has passed. If you need to book a room, please contact Kecia.Voorhees@moodys.com.
