Interest Rate

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Early this year, Donald Kohn of the Federal Reserve Board warned banks of the uncertainty going about in interest rates, thus increasing the risks posed on financial institutions. It is therefore very important to know how to properly and wisely manage interest rate risks. In this 2-hour live webcast, you'll learn more about the following practical guidance:

- Factors that influence interest rate risks
- How to avoid dangerous risks
- How is asset liability management performed
- Up-to-the-minute regulatory updates; and
- Live Audience Q&A

The Knowledge Group will gather a panel of experts and key thought leaders in this timely event to provide their insights and answer your questions, live. Reserve your slots now by clicking the register button below. Discounts are available to those who will register in advance.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.
Advance Preparation: Print and review course materials
Course Code: 103986
Recording Fee: $299 (Please click here for details)
NASBA Sponsor Number: 109004

 

Featured Speakers for Interest Rate Risk Issues - Practical Guidance LIVE Webcast:


Proposed Agenda (click here to view more)
SEGMENT 1:


Robert J. Wyle, CFA, Director, Financial Risk Management
KPMG LLP

- Defining Asset/Liability Management (ALM)
- ALM Tools
- Sound Practices: Reality Check
- Liquidity Risk Management
- Regulatory Update

SEGMENT 2:




Frank Farone, Managing Director,
Darling Consulting Group, Inc.

- Rising Rates Ahead? A historical perspective on rate movements supports why “shocks” are not
  plausible and what to expect ahead, opportunities and traps.
- Understand what rate scenarios should be modeled and why.
- Flatter Curve Ahead? Understand why most banks get squeezed and how to manage appropriately.
- Time horizons for simulations. Understand why five years is necessary and critical.
- Assumption Development – Avoiding common mistakes, and strategies to consider.

SEGMENT 3:


Phil Stenseth, CFA, Managing Director,
The Baker Group


- FDIC Article – Nowhere to go but Up: Managing Interest Rate Risk in Low-Rate Environment
- FFIEC – Advisory on Interest Rate Risk Management
  - Board Responsibilities – Understand IRR and be regularly informed about bank exposures…
    Director Education
  - Management Responsibilities – Implement policies, procedures, controls and sufficiently
    detailed reporting processes
  - Stress Tests – Rate Shifts, Basis Risk, Non-Parallel Curve Shifts
  - Assumptions – Reasonable and Appropriate
  - Model & Process Validation – Ensure Integrity

SEGMENT 4:


Charles L. Gilbert, FSA, FCIA, CFA, CERA, President and Founder,
Nexus Risk Management

In Search of Risk Efficiency
- Risk efficiency of insurance company and pension portfolios.
- Measuring the multiple dimensions of interest rate risk.
- Overview of portfolio optimization approaches.
- Using risk optimization to add value while simultaneously reducing interest rate risk exposure.
- Executing ALM at a strategic level within an ERM framework.



KPMG LLP
Robert J. Wyle, CFA
Director, Financial Risk Management
speaker bio »»

Darling Consulting Group, Inc.
Frank Farone
Managing Director
speaker bio »»

The Baker Group
Phil Stenseth, CFA
Managing Director
speaker bio »»

Nexus Risk Management
Charles L. Gilbert, FSA, FCIA, CFA, CERA
President and Founder
speaker bio »»

Who Should Attend?

- CFOs
- CEOs
- Controllers
- Directors
- Senior Bank Officers and Auditors

Why Attend?

This is a must attend event to anyone interested in understanding the latest updates on Interest Rate Risk Issues.
    - Detailed guidance explained by the most qualified key leaders & experts
    - Hear directly from key regulators & thought leaders
    - Interact directly with panel during Q&A

Registration Information:                                                                                                                                    


 

Disclaimer:
Please note, the event date is firm although it may be subject to change. Please click here for details.

 

 

 

 


Interest Rate Risk Issues - Practical Guidance
LIVE Webcast
Speaker Firms:




The Baker Group





 

The Knowledge Group, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org


 

We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at: info@knowledgecongress.org

Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.

Attention New York Attorneys:

This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less.

To Claim Your CLE Credits:

The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board.

To learn more about New York’s Approved Jurisdiction policy. Please visit: http://www.nycourts.gov/attorneys/cle/approvedjurisdictions.shtml



 
Enrolled Agents Sponsor ID Number: 760

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.