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  • ALCO Update with Jim Clarke - Western MA / CT

ALCO Update with Jim Clarke - Western MA / CT

  • May 09, 2019
  • 5:30 PM - 8:00 PM
  • on Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT


Registration is closed

Challenges to Your ALCO in 2019

The Financial Managers Society and Connecticut Bankers Association are pleased to announce Challenges for Your ALCO in 2019 featuring Jim Clarke, with an update on ALCO strategies on Thursday, May 9th at the Hartford/Windsor Airport Marriott Hotel.  Conditions are changing and financial institutions are managing in an environment we haven’t experienced in years, after an extended period of low rates and generally stable trends. 

Highlights of the program will  include:

  • Economic Forecast & Loan Growth in 2019
  • Managing Liquidity Risk & Funding Loan Growth
  • Interest Rate Forecast: Managing Deposits 

Help us spread the word and please invite a colleague or friend. We look forward to seeing you there! 

Dr. James Clarke is the Principal of Clarke Consulting, a Villanova, Pennsylvania firm specializing in ALCO issues and strategic planning for community banks.  Jim has lectured on asset/liability management at the Stonier National School of Banking sponsored by ABA, The Pennsylvania Bankers Advance School of Banking, the Southwest Graduate School of Banking, the New England School of Financial Studies and Connecticut School of Banking. He conducts ALM seminars for many state associations, and for Risk Management Association (RMA) and Financial Managers Society (FMS).  Jim also conducts board education programs on ALM for a number of state associations.  In 2016 through 2018, Jim spoke at the Connecticut, Maine and Pennsylvania Bankers conventions and number of director conferences. Dr. Clarke is on the Board of a community bank, and is a Director of an investment company.  Jim is also on the Editorial Board of the RMA.

5:30 p.m. - Social Hour

6:15 p.m. - Dinner

7:00 - Program (1 CPE)


Prerequisites - None

Program Level - Basic

Advanced Preparation - None

Delivery Method - Group - Live

For information regarding refunds, complaints, and program cancellation policies, please contact Karl Brorson at 312-521-1473 or www.fmsboston.org under administrative policies for details on refunds, complaints and cancellation policies.  

FMS Boston Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website www.learningmarket.org.

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