This 90-minute webinar provides an overview of ALM principles and ALM measurement techniques. It focuses on auditor issues and procedures related to the audit of the ALM function.
It covers important ALM topics such as:
Liability sensitivity
Monitoring the mismatch of maturing interest sensitive assets and maturing interest sensitive liabilities
Knowing management’s view of the future direction of interest rates
Reviewing strategies used to react to expected changes in interest rates
Understanding “immunity”
Understanding “position management”
Managing the “gap”
Learn about liability sensitivity.
Appreciate the significance of the mismatch between interest sensitive assets and interest sensitive liabilities.
Focus on the issue of knowing management’s and the ALM committee’s decision about the direction on interest rates.
Understand key ideas about immunity, position management, gap, duration etc.
Obtain an overview of NII and NPV approaches to ALM.
Review how auditor’s approach the audit of the ALM function.
Learn about liability sensitivity.
Appreciate the significance of the mismatch between interest sensitive assets and interest sensitive liabilities.
Focus on the issue of knowing management’s and the ALM committee’s decision about the direction on interest rates.
Understand key ideas about immunity, position management, gap, duration etc.
Obtain an overview of NII and NPV approaches to ALM.
Review how auditor’s approach the audit of the ALM function.
Paul J. Sanchez Paul J. Sanchez, CPA, CBA, CFSA, CGMA conducts a small CPA practice in Port Washington, New York. He is also the owner of Professional Service Associates (PSA), a consulting and professional training and development business servicing corporate clients (auditors, controllers, etc.), CPA firms, professional associations and others. He was an assistant professor at Long Island University - C.W. Post Campus as well as an adjunct lecturer at City University of New York. Prior to starting PSA, he was the Vice President-Professional Development for the Audit Division of a regional bank and Director of Professional Practices and Vice President of a …
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