ALM User Group

In-person | Washington Duke Inn | Durham, NC

Please note: Registration will close 24 hours prior to the start of the event.


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.


  • 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!


    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

    Event Details:

    Venue Name: Washington Duke Inn & Golf Club

    Address: 3001 Cameron Blvd.,
    Durham, NC 27705

    Date: August 14-16, 2023


    If you have any questions about the event, please contact us:

    Kecia Voorhees