Please log-in to purchase.

Purchasing for others?

Learn How
Please log into your account at using your own credentials before adding programs to your cart. (If you don't have an account, you'll need to create one; if you have forgotten your password, you can reset it.)
If you'd like to purchase for someone else, or use a payment method associated with another employee, you'll be prompted for that information on a future screen – but please use only your own credentials when making the initial program selection.

A Beginners Guide to Asset/Liability Management-Sp24


Additional information



Recording Available Until



Susan Sharbel



Target Audience

ALCO members, CEOs, CFOs, chief retail, chief risk officer, controllers, funding officers. This session is intended for individuals that are new to the ALM process

Program Time

2:00 pm-3:00 pm CT


60 minutes

It is universally understood that asset/liability management (ALM) is a critical function for management of your financial institution’s performance. Understanding and measuring the financial risks and the associated rewards is the essence of financial management.

Industry interest margins have been under downward pressure due to lower interest rates and increased competition. Properly deploying the ALM process to measure and more importantly, MANAGE, your performance and risks to your institution’s return has never been greater.

This course provides attendees with a basic understanding of the asset/liability management process. We cover the role of asset/liability Management (ALM) in good decision making, as well as the fundamental components to an effective ALM process to measure and manage key risks.

This will cover:

• The role of the ALM process in financial institutions
• Options to measure risks we care about in the ALM process
• Measurements do we use to address ALCO risks

After attending, participants will:

• Understand the overall framework of Asset/Liability Management
• Be able to analyze the key risk areas ALCO must manage
• Explain the role of income simulation, duration and economic value measures
• Explain the different between static and dynamic value at risk measurements
• Define Income at risk and value at risk
• Understand the role of liquidity risk management
• Outline key variables impacting the results