Recent Presentations and Webinars
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 | ALM and Liquidity: Virtual Seminar August 11-12, 2020 | |
| 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 |
| ALM Model Audit & Validation: FMS Seminar | |
| An Introduction to the Asset Side of the Balance Sheet: Understanding the |
| An Introduction to Accounting at Banks, Thrifts & Credit Unions: Understanding the |
| An Introduction to Banks, Thrifts and Credit Unions Understanding the |
| 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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