About the Workshop

A practical three-day workshop for banking organisations to avoid lending disasters and maximise earnings for business sustainability.

Asset and liability management (ALM) has undoubtedly become one of the most crucial disciplines for any financial institution to master for effective risk management. Given the proliferation of new financial products, increased volatility of exchange rates, interest rates, and primary commodity prices, the  need for knowledge on ALM - the control of a bank's profit and risks - becomes an absolute necessity for any banker in charge of a profit centre. This is essential in order to increase profitability and shareholders’ value.

This highly interactive workshop is designed to provide you with an optimal mix of theory and practice, focusing on all the key methodologies employed within ALM as a discipline. Over 3 days, you will be provided with a practical approach to examine industry standard techniques and topical regulatory issues. All sessions are reinforced with highly practical and applicable case studies to offer you unique insights into best practice and exemplary risk analysis techniques.

 

Unique features of this workshop

•	Targeted content: Explorative learning of ALM key elements and emerging trends in the Middle East. Gain strategic insights into best practices and exemplary risk analysis techniques. A pre-course questionnaire will help the trainer identify and address your unique requirements.
•	Limited class size: Class size limited to 25 delegates to ensure effective one-to-one interactivity, complete with a detailed course reference manual
•	Expert trainer: Leonard Matz is an author, bank consultant, licenced investment consultant, and bank trainer. He had a 20-year career in banking that included responsibilities in managing deposit and investment accounts, cash management, and loans.

What you will learn & examine

•	Benchmark your institution by examining ALM success factors – profitability, growth and risk measures
•	Learn how to assess the strengths and weaknesses of your current ALM process
•	Understand the dynamics of your balance sheet and how to use the key performance indicators for ALM
•	Identify the key risk factors acting on your balance sheet and how they can be minimised
•	Enhance your ability to identify the financial options embedded in the balance sheet, understand their risk and return implications and develop strategies to control exposures
•	Develop in-depth knowledge on the tools used for interest rate risk management including GAP reports and income simulations
•	Learn to effectively communicate the scope and details of risk management to non-technical groups including your board of directors and management teams
•	Establish a comprehensive interest rate risk management process including policy development, reporting and model validation services