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Liquidity Today: Basic “Blocking & Tackling” Not as Simple as Before!

Tuesday, September 19, 2023

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5:30 PM ET

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8:30 PM ET

Program Description

Your perspective on liquidity management directly influences your margin and earnings, which the entire industry is fully appreciating and experiencing in the wake of the COVID years and the fastest rate hiking cycle in decades. As 2023 continues to unfold, and institutions plan for 2024, robust management of liquidity should remain top of mind for strategic asset/liability committees. This session will dive into the importance of dynamically managing liquidity no matter where rate and economic trends move from here, best practice approaches, as well as current trends, challenges, and observations from around the country.

Agenda

    Cocktails | 5:30pm ET
    Dinner | 6:15pm ET
    Program | 7:00pm ET

Presenter(s)

Zach Zoia

Managing Director, Darling Consulting Group

Zach is a Managing Director at Darling Consulting Group. He helps management teams throughout the country develop strategies to improve financial performance and more efficiently and effectively manage liquidity, capital, and interest rate risks.

Location

City Streets Restaurant

411 Waverley Oaks Road

Waltham

MA

2452

Thank You to Our Sponsor(s)

Credit Hours

Earn up to 1 Hour of CPE Credit

  • Level:

Basic

  • Prerequisites:

None

  • Advance Preparation:

None

  • Field of Study:

Economics - Technical

  • Instructional Method:

Group Live

  • Length:

60 minutes

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For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

Refunds and Cancellations

A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.

Cost

  • Member Price:

  • Non-Member Price:

$75

$85

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