Analyzing Funding Options

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As bank loan growth continues to outpace growth in deposits, management teams are sharpening focus on sources of funding. In this WiBinar, analyze various funding options and highlight how to identify the most appropriate sources based on the bank’s balance sheet and goals.

To request playback, email Montana Townsend at mtownsend@westernbankers.com

Learning Objectives

  • Understand and analyze different funding sources
  • Construct a decision-making framework when evaluating potential sources of funding
  • Identify arbitrage opportunities in different funding sources

Speakers

Brittany Rollek
Director, Advisory Services
ALM First Financial Advisors

Brittany Rollek joined ALM First Financial Advisors in 2013. As a director for the firm, Brittany is primarily responsible for the client’s management team to customize and implement actionable and effective ALM and investment strategies to maximize client performance. Additionally, Brittany proactively designs sensitivity analyses and scenarios to test client balance sheet exposure to various factors and formulates action plans to optimize client performance within policy and risk tolerances. As a director, Brittany also ensures that clients receive accurate and timely information. Brittany holds a bachelor’s degree in economics from Davidson College in North Carolina.

 

Austin Mading
Associate, Advisory Services
ALM First Financial Advisory Services

Austin Mading joined ALM First Financial Advisors in 2014 and is currently responsible for asset/liability analysis for financial institutions, various “what-if” analyses, budget forecasting, liquidity forecasting, as well as any other modeling requirements to fit client needs. Austin received a bachelor’s degree in finance from the University of Texas at Dallas.

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, Senior Financial Specialist, Controller, Financial Analyst