Bank Virtual ALM Education Series Webinar
October 7, 9, 14, and 16, 2025
10:30 a.m. CT
The Baker Group pioneered asset/liability management (ALM) in 1979 with the development of the first computer based ALM program designed specifically for community banks. For the past four decades we have educated financial institutions in the effective use of ALM strategies to manage risk and maximize performance.
The upcoming Baker Group ALM Education Series provides attendees the knowledge to better understand the “who, what, why, and how” of ALM and the ALCO process. We invite you to join us in the following sessions:
Session Topics
Session 1: Tuesday, October 7, 2025
- Current Asset Liability Management Trends
- Introduction to Economics and Interest Rates
- Regulatory Expectations of ALM
Session 2: Thursday, October 9, 2025
- The Basics of Interest Rate Risk
- Interest Rate Risk Modeling
- Key Assumption Development and Documentation
Session 3: Tuesday, October 14, 2025
- Review and Key Takeaways of IRRM Summary Pages
- Review and Key Takeaways of IRRM Assumption Pages
- General Bond Portfolio Strategies
Session 4: Thursday, October 16, 2025
- Introduction to Liquidity Risk Management
- Being Ready for Your Next Examination
Participants
Who should participate: This webinar is designed for presidents, CEOs, CFOs, and members of the ALCO committee. Directors and anyone else involved in the asset/liability management process will also benefit from this Baker ALM webinar. There is no cost for this webinar.
Course Format
Group live program.
Prerequisites
Basic knowledge of finance and banking is recommended.
Knowledge Level
The level of learning for this seminar is intermediate.
Advanced Preparation
None.
CPE Credits
1.5 hours of Finance CPE Credits per session will be earned for your participation in this group internet-based webinar.
The Baker Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Refunds/Suggestions/Complaints
Because this webinar is presented without charge to participants, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 405.415.7222.