September 23, 2025
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September 26, 2025
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9:00 am
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4:00 pm
Madison, Wisconsin
Program Overview
Designed by experienced CFOs especially for financial managers, this prestigious school goes beyond the basics to present best practices and provide community financial institution financial managers the tools to build a solid foundation in asset/liability management. Learn the unique concepts and terminology of bank finance and asset/liability management along with the practical implementation tools to profitably manage a financial institution’s balance sheet, develop effective strategies and communicate strategies to the board and senior management that ensure effective decision-making.
Case Study
An integrated case study will be used during the school to identify major financial strengths and weaknesses of institutions, examine interest rate risk profiles, evaluate issues relating to base strategy forecasts, analyze loan and investment portfolios, make pricing decisions and formulate and communicate effective strategies to improve the institution’s overall profitability.
Who Should Attend
CFOs and others in senior management actively involved in the financial management responsibilities of small- to medium-sized financial institutions. Financial managers who have day-to-day experience with asset/liability management, investments, budgeting and reporting activities will benefit from this in-depth peer and process immersion in asset/liability management.
CPE Credits
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. Phone: 615-880-4200.
Level: Intermediate to Advanced
Prerequisite: Financial manager actively involved in the financial responsibilities of a small- to medium- sized financial institution
Advanced Field of Study: Accounting and Auditing, Management
Credits: Attendees will earn 1 CPE for each 50 minutes of verified instruction
Level: Intermediate to Advanced
Prerequisite: Financial manager actively involved in the financial responsibilities of a small- to medium- sized financial institution
Advanced Field of Study: Accounting and Auditing, Management
Credits: Attendees will earn 1 CPE for each 50 minutes of verified instruction