Financial Managers SCHOOL

Transcription

1 Financial Managers SCHOOL September 9-14, 2018 Madison, Wis. Presented by:

2 Financial Managers S C H O O L Presented by Since 1945, the Graduate School of Banking at the University of Wisconsin-Madison has been widely recognized as one of the nation s most progressive graduate banking schools. Using feedback from its alumni, Banker Advisory Board and sponsoring state bankers associations, GSB continuously updates program offerings to meet current professional development needs in the financial services industry. GSB offers a Graduate School of Banking, Bank Technology Management School, Human Resource Management School, Bank Management Forums, Financial Managers School and the GSB Online Seminar Series. More than 20,000 alumni have benefited personally and professionally from attending GSB programs. For more information, visit gsb.org or call Financial Managers Society, Inc. is the premier individual membership society exclusively serving financial professionals from banks, thrifts, and credit unions. For the last 70 years, FMS has helped advance the professional development of its members through its engaged community, offering tailored educational programming, focused industry news and research, and peer-to-peer networking with like-minded accounting and finance professionals across North America. To learn more, visit FMSinc.org or call (800) What s the best part of the Financial Managers School? Here s what recent participants said when posed that question: Overall great presentation! Capital planning Depth of instructors knowledge Talking with peers about their modeling programs and how they use them for reporting, projections, and testing scenarios Knowing what tools are out there for balance sheet management Capital planning and funding strategies Loan/deposit pricing discussions Funding, ALLL Learning about core funding, investments, liquidity and the ALCO roll in asset/liability management All topics relate to the Capital Plan Networking 100% OF 2017 ATTENDEES WOULD RECOMMEND THE PROGRAM TO A COLLEAGUE I am a GSB graduate and I learned a lot from the Graduate School of Banking program. As a GSB alumnus, I recently attended the Financial Managers School. It was an excellent complement to GSB. The financial challenges of running a bank as well as the challenge in finding out ways to fund banks at a reasonable cost are increasing. The Financial Managers School allowed me to take away some new ideas that will help our bank better in the future.

3 Financial Managers School Student Demographics Student demographics can vary from year to year but the demographic profile of the Financial Managers School students in 2017 was: Bank Title 24% 33% 5% 5% 21% 12% CFO... 24% Controller... 33% Internal Auditor / Risk Management... 5% Treasurer / Investment Officer... 5% Accounting / Finance Staff... 21% Other Answers... 12% 22% 34% 24% 46% 15% 7% 10% 2% 2% 5% 7% 24% Years of Banking Experience Less than 3 years... 46% 3 5 years... 10% 6 10 years... 22% years... 15% More than 20 years... 7% Bank Resources Less than $100 million... 2% $ million... 24% $ million... 34% $ million... 24% $1B $4.99 billion... 7% $5B $9.99 billion... 2% $10 billion or greater... 5%

4 Financial Managers School September 9-14, 2018 Madison, Wis. As the economic and regulatory environments continue to change, it s vital that bank and credit union CFOs, controllers and other finance and accounting executives have a solid foundation in asset/liability management. The Financial Managers School provides this foundation through this unique, hands-on immersion program designed to provide you with workable strategies to meet your institution s regulatory and financial performance objectives. The Financial Managers School goes beyond the basics offering a computer-based, case study learning environment aimed at giving you the practical experience that you can bring back to your institution and implement immediately. You ll learn innovative concepts and terminology of bank finance and asset/liability management as well as test practical implementation tools to help you profitably manage your institution s balance sheet, enhance your strategic planning, and better communicate new strategies to your board and ALCO. THE TOP-RATED FINANCIAL MANAGERS SCHOOL CONTINUES TO IMPRESS: 2017 participants rated faculty expertise a phenomenal 3.94 on a 4-point scale and course content, classroom lodging facilities and networking all ranked impressively at 3.6 and above. It s rare that you find such an intense and detailed training so focused on the financial management of a bank. The Financial Managers School was the most worthwhile training experience I ve encountered. Not only were the instructors very knowledgeable and eager to answer any question I had, but the opportunity to learn side-by-side with banking executives makes it truly one of a kind.

5 Why You Should Attend The Financial Managers School s comprehensive, hands-on program provides the perfect venue to gain an edge and enhance your career. You will learn to: Develop an effective capital planning strategy in this new regulatory environment Use robust asset/liability models to enhance your annual planning process and make effective decisions on risk-return trade-offs Analyze peer and trend analysis to develop a risk management profile using measurable data and strategic goals Make more strategic decisions by measuring the profitability of your institution, lines of business, products, and customers Examine interest rate risk and the measurement systems of gap, duration, dynamic income-at-risk, static, and dynamic value-at-risk Effectively communicate financial information and build comprehensive strategic plans to present to your board and senior management Understand Basel III and capital stress testing Evaluate liquidity risk management strategies and funding options Review investment portfolio management strategies and investment policy issues Examine effective credit risk management including loan policy, tracking issues, and integration with the ALCO process Price loans using benchmark securities Install an effective deposit pricing process with decision-making tools for choosing the best retail and wholesale funding options Use profitability analysis tools in the product development process The school was very informative and interesting. I am impressed the quality of the instructors; who are not only experienced but very smart and innovative. The course energized me a lot and I was so excited to bring back many ideas which I am really hoping to implement in my own institution. A terrific program. Timely topics and the faculty was excellent. Their passion for the subject matter was evident. Who Should Attend Join CFOs, controllers and other finance and accounting executives who have day-today responsibilities that include managing ALM, investments, budgeting, and reporting activities within financial institutions.

6 Program Content* The Financial Managers School offers a unique, hands-on learning environment where you will use your own institution s data in dynamic cast study situations. The comprehensive agenda will cover, but is not limited to: Enterprise-wide risk management How to stress test with ALCO The ins and outs of capital planning Asset/liability management strategies Loan pricing, grading, concentration, ALLL, and loan stress testing Techniques to develop a core funding plan Non-core funding and liquidity management Investment portfolio management * The above content is based curriculum covered at the 2017 Financial Managers School and is subject to modification I found the school extremely informative and more in-depth than other programs since you are in a classroom with peers all working in similar roles at their institutions. The information gained is instantly relevant and useful as soon as you get back to your institution plus the relationship and contacts I met have been great for follow up.

7 Registration & Additional Information A comprehensive program overview, curriculum description and online registration form are available on the GSB web site at gsb.org or the FMS web site at FMSinc.org/School. If you have additional questions, please call GSB at or FMS at Program Fees & What s Included The program fee for the Financial Managers School includes: A $350 non-refundable registration fee All instructional materials and resources Single occupancy lodging at the Fluno Center For Executive Education or a business hotel, based on space availability Meals (including full breakfast and lunch each day) Welcome Reception and Dinner Case study simulation model Classroom instruction by industry experts with over 20 years of experience Access to a faculty of experts with decades of experience in the financial services industry The 2018 fees are $4,050. Accommodations Attendees will reside at or the Fluno Center For Executive Education or a nearby business hotel which is a short walk, based on space availability and application date. The Fluno Center offers a perfect setting for learning, sharing ideas, and networking with financial industry peers. A Note from the Section Leader Despite years of stagnant market conditions, community banking is undergoing rapid change. Regulatory pressures have risen; market conditions remain tough and changes in CFO/financial management personnel make it essential that institutions invest now in relevant educational opportunities and build meaningful networking relationships. Whether you are new to the function, or a veteran looking for ways to improve your knowledge, the Financial Managers School offers the ideal place to do just that. I hope you ll join me - along with terrific team of instructors who ll be teaching along with me - to take a deep dive into asset/liability management, capital planning, interest rate risk, balance sheet management and more. Through an in-depth case study, engaging classroom and small group discussions you ll gain innovative tools and practical, real-world knowledge to improve performance and negotiate the challenges ahead. Dave Koch President and CEO FARIN Financial Risk Management Earn up to 44 hours of CPE Credit FMS 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: National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, Website: Level: Intermediate to Advanced Prerequisite: Financial manager actively involved in the financial responsibilities of a small to medium-sized financial institution Advanced Preparation: Pre-reading assignments Field of Study: Finance Instructional Method: Live-Group For more information regarding administrative policies such as complaints or refunds, call 800-ASK-4FMS ( ).

8 Financial Managers S C H O O L September 9-14, 2018 Madison, Wis. Presented by: 5315 Wall Street, Suite 280 Madison, WI