Transcript BBA Presentation

ALMA Education
Financial Services Management Development Ltd.
ALMA : Education
Objectives
Elements
ALMA Member
Involvement
Education Committee
• New Entrants
2000
Fundamentals
+
“Understanding Bank ALM”
3 day
•
Continuing
Development
2003
Advanced
“Managing the Group B/S”
3 Day Practitioners
3 day
New
• Topical Basics
2011
Various
eg “IRRBB”
eg 1 Day Practitioner
Fundamental and Advanced Courses
Understanding Bank A.L.M. (2000)
…broad understanding of ALM
linkages for new entrants…
Managing The Group Balance Sheet (2003)
…understanding b/s dynamics
as bank responds to change…
Industry drivers of change
Overview of banking & ALM
• Liquidity
• Business profile /ALM Strategies
• Interest risk
• Regulatory / market issues
• Capital
• Product support
• Merger issues
• Planning and stress testing
• Business Models
• ALM links to shareholder value
Course Practitioner-Tutors
 Understanding Bank ALM
- concept based
- 3 practitioners…. 3 x ¼ days
Practitioners - Liquidity
- Interest risk
- Capital
 Managing the Group Balance Sheet Practitioners - ALM group strategies
- case based
- Regulatory / market issues
- 6 practitioners….6 x ½ day
- Mergers: ALM impact
- Planning / stress testing
- Contingency / resolution
- Business model /ALM/ RoE
 IRRBB (2011)
- exercise based
- 1 practitioner……1 x 1 Day
Practitioner - TVM
- Quantifying exposure
- Managing risk
Training: 2012 Schedule
 Understanding Bank A.L.M.
# 23
12 - 14 March 2012
# 22
12 - 14 September 2012
● ● ● about linkages ● ● ●
 Managing the Group Balance Sheet
● ● ● about dynamics ● ● ●
 IRRBB
● ● ● about topical basics ● ● ●
# 10
22 - 24 February 2012 *
# 11
21 - 23 November 2012
# 4
26
March 2012 *
# 5
25
June 2012 *
Future Training Development ?
Response to demand
anticipating need
Element
Focus
• Managing the Group Balance sheet • Management Dynamics
Delivery
• Face-to-Face
(pre-course reading)
• Understanding Bank ALM
• Understanding Linkages
• Face-to-Face
(pre-course study)
new
• Back-to-Basics
• Building block mechanics • Face-to-Face
& Applications
(self-study)
ALM Know - How: Explicit - Implicit