Public Courses

Individual Practitioners

We provide an interactive and engaging session, drawing on your markets, roles and contexts, to give insights and expertise to equip you with new skills and knowledge to deploy in your roles. These courses are offered as a standalone as well as part of the suites of training by organisations such as Infopro Digital, and Red Money

Balance Sheet Management (BSM)



Deliver Competitive Advantage & Valuation Improvement from BSM

  • navigate complex regulatory landscapes

  • communicate effectively with digital talent and bankers

  • structure loans to minimize capital utilization

  • access data to grow regulatory friendly deposits

  • maximize interest-based income and margins

  • measure, monitor and manage balance sheet risks

  • leverage data to manage risk effectively

  • develop optimal balance sheet management plans

Interest Rate on the Banking Book (IRRBB)


Managing impact of IRRBB on Earnings and Capital

  • IRRBB definition

  • lessons learnt from stress scenarios

  • internal IRR measurement

  • regulatory IRR measurement, NII sensitivity and EVE

  • Standard Outlier Test (SOT)

  • non-maturity products and price elasticity profiling

  • understanding how ALM manages IRRBB

  • introduction to CSRBB

Digital Balance Sheet Transformation


Delivering a Digital and Profitable Balance Sheet

  • digital assets and liabilities

  • definition, categories, characteristics, pro’s and cons

  • examples of digital balance sheets

  • conventional vs digital balance sheets

  • latest developments and regulatory stance

  • understanding major challenges

  • role of treasury and ALM in managing digital balance sheet

  • impact of digital on balance sheet risk management and FTP

Asset & Liability Management (ALM) & Treasury Functions

Implement a Lean and Focused ALCO

  • role & function of ALCO

  • terms of reference, membership & frequency

  • demystifying and simplifying the ALCO pack

  • lean ALCO pack format & flow

  • external environment scan

  • efficient risk monitoring, certifications, fire-drills

  • strategy & plan variance review

  • key initiative tracking & new product programs

Internal Capital Adequacy Assessment Process (ICAAP)

Maximize Efficiencies and Insights from ICAAP

  • role of ICAAP and key responsibilities

  • format and effective date selection

  • regulatory submission, risk management framework, audit

  • risk identification, measurement, monitoring, quantification

  • base case, stress narratives and macro-economic variables

  • ICAAP model, capital plan, budget and 5 year strategic forecast

  • mitigating actions to address projected breaches

  • embedding ICAAP in the business

Funds Transfer Pricing (FTP)

Making FTP Work for your Bank

  • objectives and principles for FTP

  • determining the right methodology for your bank

  • curve selection, maturity profiling, Liquidity buffer costs and Add-on’s

  • ensuring FTP is a help not a hindrance to high performance

  • profiling non-maturity deposits

  • role of FTP required in optimising portfolios

  • tools and products to optimise

  • pricing with FTP

Green Balance Sheet Transformation


Delivering a Green and Profitable Balance Sheet

  • latest developments and regulatory stance

  • understanding major challenges

  • effect of transition and physical risk on credit portfolios

  • green assets and liabilities

  • example of green balance sheets

  • green bond issuance

  • role of ALM & treasury in managing climate risks

  • impact of climate risk on liquidity risk management and FTP

ALM and BSO - 2 Day Virtual Workshop | 17th-18th April 9am - 5pm SGT
Apr
17
to Apr 18

ALM and BSO - 2 Day Virtual Workshop | 17th-18th April 9am - 5pm SGT

We run in-house session periodically, both virtually, and in-person hosted in various countries. Click the In-House Workshops to learn more about these sessions and to book a seat!

Asset and Liability Management and Balance Sheet Optimisation workshop run by Nicholas Wood

One you have purchased the virtual seat, we will get in touch via the email you used to make the purchase. The email will contain a link to the virtual session, and any relevant information as needed.

SGD 750.00

Click here

To see the info, watch the preview video and book a seat!

View Event →

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