ALM Best Practices


Asset liability management has evolved over the last 30 years into a strategic, decision-making framework used to effectively manage balance sheet risks and expected returns. Financial institutions and regulators both continue to focus on the role of sound asset liability management practices as a way to maintain balance sheet strength and financial flexibility. In this WiBinar, take a deeper dive into the current challenges of ALM and gain insights needed to effectively manage banks.

To request playback, email Montana Townsend at

Learning Objectives

  • Define ALM
  • Compose an effective IRR program
  • Summarize the main focus of ALM


Dean Li
Associate, Advisory Services
ALM First Financial Advisors

Dean Li joined ALM First Financial Advisors in 2014. As an associate, Dean is responsible for supporting on-going Advisory client initiatives including development and analysis of actionable and effective ALM and investment strategies. Dean also oversees and ensures timeliness and the quality of financial reporting including ALM analyses, MSR valuations, “what-if” analyses, and other financial modeling results. Dean received a bachelor’s of science degree in math and bachelors of arts degree in economics from the University of Texas in Austin. 

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar.

This WiBinar is ideal for

Chief Financial Officer, Controller, Senior Financial Specialist, Risk Officer, ALCO Member