ALM and balance sheet management: fundamental principles
View AgendaKey reasons to attend
- Understand the evolution of asset-liability management (ALM) and the Asset-Liability Committee’s (Alco’s) processes
- Manage balance sheets in volatile rates environments
- Explore interest rate risk and non-maturing deposits
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About the course
This live virtual learning event will expand on how to operate an efficient ALM model in an unstable environment as well as the impact of ALM within treasury operations.
Sessions will examine liquidity risk, interest rate risk and the future of ALM and balance sheet management. Participants will explore the Alco process and best practices for treasury in supporting banking strategies. As volatile markets and volatile rates leave room for uncertainty, participants will gain insight into managing scenarios with a lack of relevant historical data and how to overcome challenges related to regulatory requirements.
Led by field experts, highly interactive exercises will encourage discussion about best practices in balance sheet management and learning how to implement strategies in their workplaces.
Looking for advanced ALM and BSM training? Check out our ALM and balance sheet management: advanced level course
What participants say:
- “It was a pleasure to learn from industry experts and leaders in the banking sector from around the world. Their experience provides valuable modern insights into balancing risk and profitability for banks, as well as the rising importance of ALM in achieving this.”
- “The course is very well-structured, providing the right balance of information without overwhelming with excessive details or long sessions. Very knowledgeable presenters”
- “The programme content met expectations, providing a comprehensive coverage of fundamental ALM and Treasury balance sheet management.”
- “The instructor has extensive knowledge and experience in finance and banking, ensuring that the information is delivered clearly and effectively.”
Pricing options*:
- Early-bird rate: save up to $800 per person by booking in advance
- 3-for-2 rate: save over $3,000 by booking a group of three attendees
- Subscriber reward: save 30% off the standard rate if you are a Risk.net subscriber
- Season tickets: cost-effective option for groups of 10 or more. Learn more
*T&Cs apply
Learning objectives
- Operate an efficient ALM model and manage model risk
- Mitigate ALM-associated risks and the impact of lack of historical data
- Optimise the balance sheet
- Manage capital adequacy and maintain regulatory compliance
- Identify how key strategic treasury decisions are made
- Determine an effective risk appetite strategy within ALM
Who should attend
Relevant departments may include but are not limited to:
- Alco members
- Liquidity risk
- Risk management
- Treasury
- Balance sheet management
- Stress-testing
- Interest rate risk
Agenda
April 14–16, 2026
Live online. Timezones: Emea/Americas
July 7–9, 2026
Live online. Timezones: Emea/APAC
November 3–5, 2026
Live online. Timezones: Emea/Americas
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