Audio Conference Series:
ALM in Today's Troubled Economy - Avoiding These Top Ten Pitfalls
Order Online: |
| CD only: |
$299.00 |
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| Date: |
Tuesday, March 3, 2009 |
| Time: |
1:00 PM – 2:30 PM ET |
| Featured Speakers: |
Deborah Donaldson |
| Duration: |
90 Minutes |
| Location: |
Your office or conference room |
| Prerequisites: |
None |
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About This Audio Conference:
Most asset and liability modeling mistakes fall into the ten general categories. While avoiding these mistakes cannot guarantee that the institution will have no exposure, it does guarantee that with the proper validation the exposures will be identified and can be promptly corrected.
These mistakes are commonly seen in banks, thrift, and credit unions and across all asset sizes and models. Auditors can use these mistakes as a starting point for what to look for during validations and verifications. Modelers can use this checklist as what to correct before any examinations.
Anyone that works with interest rate risk models will benefit from this overview. In particular, those responsible for the following will learn what the biggest modeling mistakes are and how to avoid them:
- Enforcing policies and procedures
- Providing the data
- Entering the inputs
- Updating the assumptions
- Calculating the results
- Producing the output
- And/or auditing the process
The program includes a 30-minute Q&A session following each session. Listen in and get the chance to ask your specific questions!
Who Should Attend:
- Any financial officer that is responsible for loading the model or producing reports
- CFOs
- CEOs
- ALCO members
- Board members
- Supervisory Committee members
- Auditors
Registration Includes:
- Admittance to the 90-minute call for as many people as you can fit in a room with a speakerphone
- Access to the specially created presentation handouts (made available 48 hours in advance)
- Participation in the 30-minute live Q&A with the speaker following the presentation
- Certificates of attendance for all audio conference attendees
About Our Speaker
Deborah Donaldson is President and CEO of Alpha-Numeric Consulting, LLC, a national consulting firm that specializes in audit program preparation, vendor management, risk management, profitability, and continuing education in related areas. She is a nationally known speaker and educator, and regularly participates in webinars, seminars, roundtables, and industry forums. Ms. Donaldson has more than 20 years of experience and is a published author of both fiction and nonfiction. She is currently serving as the Chair of the internal audit committee of the Financial Manager's Society, FMS Board member, editorial advisor to the Internal Audit Alert, and is a member of The Institute of Internal Auditors. Ms. Donaldson is the author of the Internal Audit Desk Reference Guide, 2nd Edition, offered by FMS, and is currently under contract for a book about the validation and verification of ALM models.
