9 Total Class Hours
Instructor: Steven Townsend
Why this course is important:
In the ever-changing financial landscape, management teams must adopt a holistic and proactive approach to managing their institution’s balance sheet. This course focuses on strategies for evaluating and aligning the balance sheet, income statement, liquidity, and capital management, ensuring decisions are comprehensively considered. By integrating corporate governance and planning, participants will see how effective balance sheet management requires not only sound financial judgment but also strong engagement, well-educated staffing and appropriate procedures and policies.
Over five sessions, we will delve into more advanced ALM strategies, explore liquidity measurement and management, understand capital metrics and performance, and discuss governance practices with tangible examples. To ensure stronger learning, we’ll work through sample exercises and table top examples for how institutions can improve their strategic thinking related to these interrelated factors. Being back to see and understand the connections between these topics will help manage risk and improve performance.
Key takeaways of this course:
- A framework for linking financial statements (balance sheet, income statement) with ALM, liquidity, and capital decisions.
- Skills for coordinating governance and leadership engagement to align strategic goals with financial management.
- Understanding of how decision-making impacts financial statements and risk position.
- Considerations for tools that testing liquidity and capital to ensure robustness under changing conditions.
Annual School Session
Third Year Elective Course
Competency: Financial Management & Strategy