Recent Presentations and Webinars

ALM from Three Perspectives:  Charlotte, NC May 2019
ALM from Three Perspectives:  New Orleans, LA May 2018
ALM from Three Perspectives:  Atlanta, GA May 2017
Enhancing your ALM Process, Indianapolis, IN  May 2016
Enhancing your ALM Process, Nashville, TN  May 5-6, 2015
FMS Southeastern Chapter, Greensboro, NC March 20, 2015
FMS Controllers' Clinic, New Orleans, LA August 19-20, 2014
Enhancing your ALM Process:  Atlanta, GA  May 6-7, 2014
Simulation Modeling:  A Checklist for Review:  BALM April 2014
Enhancing Your ALM Process:  Chicago, IL  May 7-8, 2013
Enhancing Your ALM Process:  Baltimore, MD  May 8-9, 2012
Enhancing Your ALM Process:  Indianapolis, May 10-11, 2011
South Florida Banking Institute- 2011 Guest Speaker IRR Exam Prep
FMS SE Chapter Chapel Hill, NC Conference June 3-4, 2010
ALM Model Validations FMS Seminar
Controllers' Clinic:  Vendor Management
Internal Bank Auditors Assoc of Western PA
10 Biggest ALM Modeling Mistakes Audio Conference
Profitability Basics FMS Seminar
Vendor Management & Oversight
Vendor Management Risk Assessment  
ISACA:  Vendor Management & Oversight
Vendor Management & Oversight Risk Assessment
Vendor Management & Oversight RFP process
Designing an Effective Request for Proposal Process
Vendor Management & Oversight : The Basics
An Introduction to the Liability Side of the Balance Sheet:  Understanding the
Financial Services Industry- Part 3 of the Series for Newcomers
ALM Model Audit & Validation:  FMS Seminar
An Introduction to the Asset Side of the Balance Sheet: Understanding the
Financial Services Industry-  Part 2 of the Series for Newcomers
An Introduction to Accounting at Banks, Thrifts & Credit Unions: Understanding the
Financial Services Industry-Part 1 of the Series for Newcomers
An Introduction to Banks, Thrifts and Credit Unions Understanding the
Financial Services Industry:  A Series for Newcomers
Profitability Measurement Basics:  FMS Seminar
Identity Theft:  Safeguarding Confidential Data
Designing an Effective Audit Plan for Vendor Management  and Oversight
Designing an Effective Audit Plan for ALM Models
Obstacles to Streamlined Audit Management
Model Audits Seminar: Case Study and Audit Design
Webinars, Seminars & Industry Participation
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