Archive for: CFO

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GSB – Adding Open Banking to the Game Plan and Building Your Core Strategy for the Future

This presentation will look at open banking with modern API managers/ecosystems and a structured approach to core vendor evaluation and selection. We will also examine embedded finance opportunities focused on real-time payments. Early adopters are already working with vendors and are reviewing their tech stacks. Others will rely on big fintechs, while other with legacy tech will be held back. Fintech acquisitions and new core vendor entrants are other options we will explore in this presentation.

Key Takeaways:

  • An understanding of open banking and what it means for financial institutions
  • Status of the current and new core vendor market
  • Applying the concept to areas such as M&A (conversion of data and onboarding an acquired institution)
  • How open banking can be strategy-driven as FIs search for diversification, ROA, ROE, etc.

Target Audience: CCOs, CEOs, CFOs, CROs, finance, presidents, and risk officers

Presenter: Jeff Ostheimer — Strategic Resource Management Inc

Registration Option: Live presentation $275

  • Recording available through January 26, 2024
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Management Conference

Join WBA and your fellow banking peers from across Wisconsin for our annual WBA Management Conference!

The conference will kickoff with a reception and dinner program on Wednesday, September 20, followed by a full day of sessions and exhibit hall time on Thursday, September 21. A pre-conference golf outing is also available for bankers who want to get a jump start on networking during the day on Wednesday! *Golf spots are limited; early registration is recommended.

This conference is ideal for community banking leaders to come together for networking and education about the ever-evolving banking industry. C-level bankers and other members of the bank’s management team are encouraged to attend as a team to take advantage of this great networking conference, including a full exhibit hall of your partners, two general session presentations, and six total breakout sessions for your team to pick from.

Conference General Sessions:

  • Building Resilient Cultures and Winning Teams – Dave Martin
  • The Current State of the US Economy – Dr. Ed Siefried

Breakout Sessions:

  • Why Getting More From Your Loan Review is Now Critical – David Ruffin
  • Employment Law Update – What All Bank Leaders Need to Know – Jennifer Mirus
  • Under Pressure – Cost of Funds Strategies in a Rising Rate Environment – Robb Rempel
  • Succession Planning – More than Just Checking the Box – David Fritz
  • Navigating Uncertainty Through Position Assessment – Omar Hinojosa
  • What’s Wrong with My Lending Culture – Adapting to CFPB’s 1071 Small Business Reporting Requirements – Rob Newberry

 

Click “Register Online” to review the full event details and to register online.

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CFO Conference

Join WBA and your banking peers from across Wisconsin for the return of the WBA CFO Conference! This one-day conference will kick off at 9:00 a.m. on Wednesday, May 17, 2023 in Madison, and adjourn by 3:30 p.m.

The day will be packed with valuable educational presentations from industry thought leaders as well as time for networking with your banking peers.

Watch for additional details coming soon, including our speaker profiles and general session details.

Registration Information:

The registration fee of $245/attendee includes all conference materials and presentations, as well as lunch and refreshment breaks.

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GSB – A Beginners Guide to Asset/Liability Management

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

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

This 60-minute program will be presented live on: October 11, 2023, 10:00–11:00 a.m. CT

Presenter: Susan Sharbel, Abrigo

Registration Option: Live presentation $275

Recording available through January 11, 2024

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GSB – Net Interest Margin Volatility

For many asset/liability managers, the thought of rising rates is nothing but a history lesson. After decades of declining and low interest rates, financial institutions have come to grips that gravity is a real force on their net interest margin performance. Falling rates = falling profits. History says that as rates rise, so too will financial institutions earnings. But examining the rising rate period between 2016–18 we must ask if what came down, must go back up? Asset/Liability Management is about actively managing risk levels for performance goals. In this session we will examine how your ALCO can drive performance, not simply compliance. With increased competition for strong borrowers and core depositors, it is time to enhance the role of ALCO measuring & managing risk to look at the long-term profitability of your institution.

Target Audience: CEOs, CFOs, ALCO members, controllers, chief risk officer, chief retail, funding officers.

This 60-minute program will be presented live on: May 24, 2023, 2:00–3:00 p.m. CT

Presenter: Dave Koch, Abrigo

Registration Option: Live presentation $275

Recording available through August 24, 2023

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Bank Executives Conference

The 2023 WBA Bank Executives Conference will be held Wednesday, February 8 through Friday, February 10 at the Kalahari Convention Center in Wisconsin Dells. The conference will kick off with a networking reception on Wednesday evening, but bankers are invited and encouraged to arrive earlier for optional afternoon “banker only” peer group discussions starting at 2:30 p.m. The conference will adjourn at Noon on Friday.

This conference is ideal for community banking executives to come together for networking and education. Attendees will enjoy two days of networking, several national keynote speakers, and a total of 8 breakout sessions to choose from. Members of your bank’s executive team can each customize their agendas by attending and learning from different breakout sessions.

View the Speakers and Agenda pages on the conference registration website for more details!

Bank Member Registration Information

EARLY BIRD PRICING! Register your team by January 9, 2023 to receive the registration fee of $475/attendee, including all meals and conference sessions. After January 9, the registration fee will increase to $525/attendee.

Spouses/guests (non-bankers) can be registered to join for all meals at the rate of $275/guest. This includes Wednesday reception; Thursday breakfast, lunch, reception, dinner and dessert reception; and Friday breakfast. Spouses/guests (non-bankers) can also register to only attend the Thursday evening receptions and dinner at the rate of $125/guest.

Associate Member & Exhibitor Registration Information

WBA Associate Members can register to attend, exhibit, and/or sponsor at the conference.

Associate Member individual conference registration is $695/attendee, including all meals and conference sessions. Visit the Information for Exhibitors/Sponsors page for more details on exhibit and sponsor opportunities! Please contact WBA’s Nick Loppnow for more information on exhibiting. Interested in upgrading your presence? Register to be a conference sponsor to receive additional benefits and conference recognition! Please contact WBA’s Nick Loppnow for more details on available sponsorships.

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GSB – A Beginners Guide to Asset/Liability Management

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 assumed by your institution and the associated rewards is the essence of good financial management.

For decades, industry net interest margins have under pressure due to lower interest rates and increased competition.  With growing pressure from non-bank players offering “banking” services, using 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.  In the session we cover the role of Asset/Liability Management (ALM) as well as the fundamental components to an effective ALM process to measure and manage key risks.

This webinar 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,
  • The common faults in community FI risk assessments

Participants will

  • Understand the overall framework of Asset/Liability Management
  • 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

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

Presenter
Susan Sharbel, Abrigo

Registration Option
Live presentation $330

Recording available through May 2, 2022

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608-441-1200

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Madison, WI 53718

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