Asset Liability Management and Liquidity Risk Management: Practical Guidance

Broadcast Date: Wednesday, October 03, 2012 from 12:00 pm to 2:00 pm (ET)
justice scale on top of a table
William J. McGuire, Ph.D
Peter B. Marshall
Michael B. Glotz


About McGuire Performance Solutions Inc.

McGuire Performance Solutions, Inc. (MPS) provides innovative technical answers for financial institution balance sheet management and compliance. MPS services target specific advanced performance and regulatory needs.MPS services include advanced statistical analyses of institution specific deposit supply, repricing, and term related behaviors, parallel analyses of loan prepayments and paydowns, verification and validation of ALM models and other advanced financial analysis tools, estimates of ASC 820 (FAS 157) compliant core deposit intangible and fair values, goodwill and core deposit intangible testing, and other specialized services.MPS is a completely objective partner in delivering all of its services. MPS does not sell models or investments or take any referral compensation from model vendors or brokers. Services have been successfully delivered for more than fifteen years to over 750 financial institutions with assets ranging from $50 million to $500 billion, across all charters and models.MPS is highly respected in the industry, providing education, publications and consulting expertise to entities such as Bank Administration Institute, Financial Managers Society, American Bankers Association and CUNA CFO Council. MPS President and CEO Dr. William J. McGuire is an expert witness for the FDIC and routinely provides ALM training to federal and state regulatory agencies such as the OCC, FFIEC, and FHLB. He also serves on the faculty for the ABA Stonier National Graduate School of Banking. He is published frequently in the industry trade press; recent examples include Bank Asset Liability Management, Bank Accounting and Finance and ABA’s Bank Marketing Magazine.Based in Scottsdale, Arizona, MPS has been serving financial institutions since


About Ernst & Young LLP

Nearly 35,000 Ernst & Young financial services professionals around the world provide integrated assurance, tax, transaction and advisory services to our asset management, banking, capital markets and insurance clients. In the Americas, Ernst & Young is the only public accounting organization with a separate business unit dedicated to the financial services marketplace. Created in 2000, the Americas Financial Services Office today includes more than 4,000 professionals at member firms in over 50 locations throughout the US, the Caribbean and Latin America.Ernst & Young professionals in our financial services practices worldwide align with key global industry groups, including Ernst & Young’s Global Asset Management Center, Global Banking & Capital Markets Center, Global Insurance Center and Global Private Equity Center, which act as hubs for sharing industry-focused knowledge on current and emerging trends and regulations in order to help our clients address key issues. Our practitioners span many disciplines and provide a well-rounded understanding of business issues and challenges, as well as integrated services to our clients. With a global presence and industry-focused advice, Ernst & Young’s financial services professionals provide high-quality assurance, tax, transaction and advisory services, including operations, process improvement, risk and technology, to financial services companies worldwide.


About Strategic Risk Associates, LLC

Strategic Risk Associates, LLC (SRA) is a consulting and advisory firm designed for Community Banks. SRA provides fast, efficient and practical risk consulting services to Banks throughout the country. SRA’s Partners and senior staff have significant regulatory experience and over 100 years of private sector banking and risk management experience. Our team is experienced in virtually every area of banking, eliminating the need for multiple consulting groups