DCG presents a timely workshop designed for executive officers to help get the most out of their ALCO process and prepare for the new rate environment.  Frank Farone, Managing Director has nearly 40 years of experience in ALM and will discuss balance sheet management strategies to consider and avoid now, best practices for liquidity and contingency liquidity management, interest rate risk management including inverted and steepening yield curve considerations, optimal deposit pricing tactics and wholesale funding considerations, policy guidelines for ALM and why flexibility is critical, derivatives and capital management strategies and more. All roads lead to ALCO, don’t miss this rare opportunity to learn best practices from a leading expert in the field for four decades.

Presenter

Frank L. Farone, Managing Director

Frank consults nationwide with CEOs and CFOs of financial institutions to increase earnings through the proactive management of capital, liquidity/funding risk, and interest rate risk. He is a frequent speaker and author on topics such as industry issues and trends, funding solutions, regulatory issues, interest rate risk management, capital management, and derivatives hedging techniques.
Frank was designated a “top-rated” speaker by FMS and is well known for his popular seminar “Turbo Charging Your ALCO Process” having helped thousands of bankers across the country. Farone is a graduate of Siena College. He lives in Winchester, Massachusetts and is an avid golfer and runner, having completed numerous marathons including several Boston Marathons over the past 25 years.

Continuing Education Credit
In-person attendees qualify for 5.0 of Continuing Professional Education (CPE) credit in the area of Specialized Knowledge and MUST be sure to sign in and out on the CPE attendance tracking sheet in order to receive credit.
In accordance with the standards of the National Registry of Continuing Professional Education (CPE) Sponsors, CPE credits have been granted based on a 50-minute hour.
Tennessee Bankers Association 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). Visit their website at www.nasba.org.
For additional continuing education information, administrative policies or complaints, call the TBA education department at 615-244-4871 or 800-964-5525.