FARIN On Demand Webinars
Webinars below have been conducted live and are available for purchase On-demand.
All webinars are 100 minutes in length and cost 295.00 each unless noted. Descriptions and syllabuses are below.
CPE Credits are NOT AVAILABLE for recorded webinars
Contact Jackie Myers jmyers@farin.com or 800-236-3724 x4208 for more information.
Loan Inputs and Analytics
Learning Objectives: The purpose of this two-part Webinar is to introduce attendees to the information needed to effectively price loans. In addition, they will be introduced to four analytic techniques that can be used to determine whether a loan is well or poorly priced relative to its risks and costs. (Two Parts, $500)
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ALCO Foundations
Learning Objectives:
- List 5 major risk areas ALCO must manage
- Define Key Risks Components when Measuring Interest Rate Risk
- Define Core Deposits and Discuss Impact in Risk Management
- Calculate balanced goals for ROE, ROA and Capital/Assets
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Pricing Commodity Loans
Learning Objectives: The purpose of this session is to lay out a framework for making pricing decisions on these general categories of loans. Attendees completing the seminar will have an improved understanding of the issues involved in setting and revising rates on loans appearing on rate sheets.
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Managing Interest Rate Risk - Issues and Approach to managing Earnings at Risk
Learning Objectives: This program introduces the basic concept of measuring earnings at risk. We will explore the primary measurement requirements from data to assumptions. The program will compare the traditional regulatoryanalysis to the emerging requirements under the new FFIEC Interest Rate Risk Guidance.
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Managing Interest Rate Risk - Issues and Approach to managing Value at Risk
Learning Objectives: This program introduces the basic concept of measuring value at risk. We will explore the primary measurement requirements from data to assumptions. The program will compare the traditional regulatory analysis to the emerging use of EVE as a forecast tool.
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Pricing Commercial Loan Deals and Relationships
Learning Objectives: The purpose of this one part Webinar is to introduce attendees to the techniques and analysis used in pricing commercial loans. Attendees will also be exposed to relationship pricing techniques that consider the customer’s entire relationship.
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Developing A Best Practices Core Funding and Deposit Pricing Process
Learning Objectives: Most financial institution pricing processes are reactive. Each week, competition is surveyed and the institution prices of the competition. An effective core funding process and deposit pricing process has both a tactical and a strategic component. The strategic component is where core funding growth and pricing strategies are developed, reviewed and tuned. The tactical component is where the strategies are executed.
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Deposit Math and Analytics
Learning Objectives: Analyzing alternative deposit pricing strategies, tracking the effectiveness of strategies and measuring the actual behavior of deposits requires a specialized set of mathematical and analytical tools. This session will introduce attendees to those measures and metrics.
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Managing Portfolios of CDs
Learning Objectives: This session will introduce attendees to CD behavior, segmentation tools and analysis tools. A number of real world case studies will offer insight into strategies that might be applied at attendee institutions.
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Managing Portfolios of Non-Maturity Deposits
Learning Objectives: This session will introduce attendees to non-maturity deposit behavior, segmentation tools and analysis tools. A number of real world case studies will offer insight into strategies that might be applied at attendee institutions.
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Improved ALCO Decision Making
Learning Objectives: With increased pressure to limit liquidity risks, raise capital and manage earnings, financial institutions today are faced with many “no win” situations. A properly informed ALCO can help find a path to manage the financial goals and objectives while understanding the risks within the chosen strategy. Successful exams will require good documentation and a demosntsration of realistic ALCO reporting. This session focuses on the various risk elements and how they fit into a decision making process. Using a case study we will review how decisions made to impact one risk area have consequences on other key performance measures. We will discuss how to approach ALCO through priority in the goal/planning/budgeting process and regular review.
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Designing Deposit Producs for Specific Constituencies
Learning Objectives: Most financial institutions build generic deposit products and attempt to sell those products to all comers. This session focuses on designing products for specific customer segments with a dual objective. Attract the customers the product targets with features designed for their needs. Block entry from other customer classes we don’t want using that product.
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ALCO Audits - Auditing the ALCO process with each meeting
Learning Objectives: In this session we provide a blueprint for creating an internal ALM Process that ensures you have the right components, reporting, and documentation to meet the regulatory scrutiny and offer peace of mind during your next ALM Audit.
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Capital Planning
Learning Objectives: In this session, participants will be instructed on how to build a capital plan that sets and balances long-range strategic financial goals and develops intermediary goals that mark progress along the way to achieving the financial goals.
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