ALM & Portfolio Management School
As the economic cycle evolves, the underlying strategies we use to manage our interest rate risk remain the same, but the tools we use – and how we use them – change dramatically. The unintended consequences of the Pandemic caused significant change in our marketplace on both sides of the balance sheet in 2024 and how it continued in 2025. This program will address the changes we have been through as an industry and review the impact of current Fed policy and a potential recession or economic slowdown.
When
Where
TIB, N.A. Headquarters
11701 Luna Rd
Farmers Branch, TX 75234
Schedule
8:00 – 9:00 AM
Welcome Introductions & Breakfast
9:00 – 9:50 AM
Economic & Fed Update with Todd Wentz
9:50 – 10:45 AM
The Equation of Stability: Applying Bond Math to Asset-Liability Strategies with Michael Boydston
11:00 AM – 12:00 PM
Identifying 5 Key ALM Risks with Barbara Jeffries
12:00 – 1:00 PM
Lunch
1:00 – 1:50 PM
Convexity: The Friend You Didn’t Know You Needed with Mikell Tomlinson
1:50 – 2:45 PM
Pitfalls in a High-Rate Environment with Michael Ghalibaf
3:00 – 4:00 PM
Keys to Success for Community Banks in 2026 with Tim Koch
4:00 – 5:00 PM
Reception
8:00 – 9:00 AM
Breakfast
9:00 – 9:50 AM
Hot Topics & Supervisory Considerations for Asset Liability Management with Hayley James
9:50 – 10:40 AM
ALM Best Practices with Drew Schultz
10:40 – 11:40 AM
Compliance Oversight in Evolving Times with Kristen Ritter
First Registrant: $750
Additional Registrant: $700
All Non-Members: $1,500
The registration fee includes program materials, most meals plus one reception.
Cancellation/Refund Policy:
Full registration fees will be refunded if written notice is received no later than November 26, 2025. Substitutions are permitted without penalty.
CEOs, CFOs, controllers, portfolio managers, directors, lenders and those who are looking to learn more about the investment portfolio and expand their knowledge. Registration for this program is open to bankers only.
Registrants receive a complimentary ALX ALCO Manager analysis for their bank. This custom report is an assessment of your bank’s earnings-at-risk and economic value-at-risk positions. It will increase your knowledge of ALM and better prepare you for your next examination. The report is easy-to-read and director-friendly.
Nearby Hotels:
DoubleTree Hotel
11611 Luna Road (next door to TIB)
Farmers Branch, TX 75234
972-506-0055
Hampton Inn & Suites Farmers Branch
1570 Mira Lago Blvd. (.8 mi. from TIB)
Farmers Branch, TX 75234
972-373-4900
Renaissance Dallas North Hotel
1590 LBJ Freeway (.3 mi. from TIB)
Farmers Branch, TX 75234
972-869-4300
Holiday Inn Express Farmers Branch
1570 LBJ Freeway (.6 mi. from TIB)
Farmers Branch, TX 75234
469-862-3500
Texas State Board of Public Accountancy: pending approval
