December 9-10, 2024 · Farmers Branch · Schools

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 2023 and looks to continue in 2024. 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

Dec 9-10, 2024

Where

TIB, N.A. Headquarters
11701 Luna Rd
Farmers Branch, TX 75234

8:00 – 9:00 AM

Welcome & Breakfast

9:00 – 9:50 AM

Economic & Fed Update with Todd Wentz

9:50 – 10:40 AM

Duration & Convexity with Mikell Tomlinson

10:45 – 11:00 AM

Break

11:00 AM – 12:00 PM

Sensitivity of ALM Assumptions with Barbara Jeffries

12:00 – 1:00 PM

Lunch

1:00 – 1:50 PM

Bond Math with Michael Boydston

1:50 – 2:40 PM

ALM in Differing Rate Environments with Drew Shultz

2:45 – 3:00 PM

Break

3:00 – 3:50 PM

Modern Monetary Theory and Deficit Math: Why Does Math Matter? with Bruce Taylor

3:50 – 4:40 PM

Interest Rate Swaps

5:00 – 6:00 PM

Reception

Registration Fees

First Registrant: $750
Additional Registrant: $700
All Non-Members: $1,500

Registration & Cancellation Policy

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 25, 2024. Substitutions are permitted without penalty.

Audience

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.

Complimentary ALM & IRR Analysis

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.

Hotel Information

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

Continuing Education

Texas State Board of Public Accountancy: 10.5 CPE credit hours. There are no educational prerequisites.