Print

Directors and the Bank's Portfolios: Understanding Bank Investments and Asset/Liability Management
Telephone Briefing*

This program has been organized in cooperation with ABA Bank Directors Briefing

Recommended for all boards, and especially directors new to the
asset-liability management committee.

Interest rate risk. Liquidity risk. Capital Management. Fair-value accounting and its impact. How can bank directors oversee what they don't understand? Join ABA's panel of experts to hear about the essentials of bank investments and asset-liability management, against the backdrop of a very challenging economy, all in a ninety-minute audio CD of the live briefing presented on April 16.

With financial markets going through extraordinary turmoil and your bank bobbing in the economy like a cork, this is no time to have a board that thinks of khakis and blue jeans when they hear the word "gap" during an interest-rate discussion. What better time for a comprehensive presentation of the basics of the board members' duties regarding bank investments, asset-liability management oversight, and their connection to bank performance? And, all of it presented by an experienced faculty that has served on bank boards or in key analytical positions.

Program Date	Audio CD Now Available
Per Site Fees**	$255 ABA/Service Member • $385 Non-Member
Registration	Not applicable
Audio CD	Order Online (PDF)
Credits	Not available when using Audio CD medium

Topics include

• Liquidity: Your Bank's Most Important Issue: Why the bank's doors would close without it 
• Where Asset-Liability Management Fits: How asset-liability management is integral to the entire balance sheet
• How a Strong Asset-Liability Management Committee Works: What director members of the "ALCO" should do -- and what they shouldn't
• Credit Risk: The Universal Challenge: Why all bank assets, not just loans, pose credit challenges
• The Risks You Won't Find on a Financial Report: Why challenges like reputational risk represent snares for banks and yet never show up in a ratio
• Changing Ways of Looking at the Numbers: How evolving accounting rules and improving technology cause analytical methods to develop.

Speakers

• John R. Segerstrom, managing principal, PQMResearch, Inc. Lake Oswego, OR, and retired director and asset-liability management committee chairman, The Mechanics Bank, Richmond, CA
• Robert W. Strand, senior economist, American Bankers Association, Washington, DC, and administrator, ABA Economic Advisory Committee 
• Charles J. Thayer, chairman and managing director, Chartwell Capital Ltdl, Fort Lauderdale, FL, and chairman, American Association of Bank Directors

Upcoming topics

Audio CDs for each telephone briefing will be available for purchase
7-10 days after the airing of the program.

Who Should Attend
Especially recommended for new and intermediate-level directors and trustees, and those coming up for rotation on the investment policy or asset-liability management committee.  

*ABA's Telephone Briefings include reference materials and telephone audio. Telephone/Webcast Briefings include reference materials, telephone audio, and simultaneous webcast presentation (requires 56K or faster with JavaScript and cookies enabled in the browser, i.e., Microsoft Internet Explorer 4.0 or later, or Netscape 4.7X).

**Each site license (registration fee) entitles you to one phone connection and one Internet connection  (when there is a simultaneous webcast presentation) where an unlimited number of listeners can participate.

Any transmission, retransmission or republishing of the audio or Web portions of this briefing is strictly prohibited.

Questions? Please contact Traci Leiva for more information.