Webinar: Reinvigorating Your Liquidity Planning Process

Wednesday, June 16, 2021 - 3:00 - 4:00 PM CST

How fast things can change. Pre-COVID, credit unions were worried about bolstering liquidity. Today, most are dealing with the challenge of too much liquidity…and the pressures on Net Interest Margin (NIM) and Return on Assets (ROA) that result. As credit unions make decisions regarding putting liquidity to use, it is critical that they fully understand and appreciate the implications on their future risks and related liquidity adequacy as the economic landscape returns to normal. Using an array of case studies, our speaker, Joe Kennerson, will discuss liquidity challenges within the industry, share best practice approaches to liquidity and funds management planning and demonstrate pragmatic routines to the stress scenario exercise.

  • Learn why most credit unions focus on the wrong ratios and the heightened risk in a low rate environment
  • Understand what information every Director should receive from quarterly ALCO meetings-beyond a report
  • Learn how to revisit policies and determine if they are developed from a business perspective or for regulatory appeasement
  • Understand if borrowings are viewed as an effective management tool to enhance franchise value or viewed negatively

Continuing Professional Education (CPE) credit will be available for this webinar. Scroll to the bottom of the page for more details. 

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Joe

Joe Kennerson

Managing Director, Darling Consulting Group

Speaker Bio

Joe is a managing director at Darling Consulting Group, working directly with financial institution executives to improve the effectiveness of their asset liability management (ALM) process. In this capacity, he provides tailored solutions for managing interest rate risk, liquidity risk and capital. Joe is also expert in the overall balance sheet management process, including risk model design and implementation, regulatory compliance and executive-level education. He is a frequent speaker and author on a variety of ALM topics. Joe has been with DCG since 2005, and is a graduate of University of New Hampshire with a degree in finance.

Continuing Professional Education (CPE) Credit Information

*In order to earn your credit, you must answer the live polling questions and complete the survey sent via email on June 17. 

Program Description: This 60-minute webinar will address liquidity challenges within the industry, share best practice approaches to liquidity and funds management planning and demonstrate pragmatic routines to the stress scenario exercise.

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Learning Objectives: Upon completion of this training session, participants will:

  • Know why most credit unions focus on the wrong ratios and the heightened risk in a low rate environment
  • Understand what information every Director should receive from quarterly ALCO meetings-beyond a report

In order to be awarded the full credit hours, you must attend the full LIVE recording of the webinar. You must also participate in all polls during the LIVE session.

Participants will earn 1 CPE credit for attending the entirety of the LIVE session. If you watch this webinar after the fact, it will not count towards CPE credit. 

Field of Study: Finance

Additional Information

  • Prerequisites: Basic knowledge of the finance industry
  • Who Should Attend: This session is open to all employees of FHLB Des Moines member institutions
  • Advance Preparation: None
  • Program Level: Intermediate
  • Delivery Method: Group Internet-Based Live
  • Refunds: No Fee
  • Cancellations: For more information regarding concerns and/or program cancellation policies please contact Brenda Lyle Tamse

Federal Home Loan Bank of Des Moines 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 submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.