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Upcoming Education Opportunities    


AMIfs Institute Registration - Now You Can Attend By Day!

July 23-28, 2017 St .Louis, MO @Washington University


ALM Review Webinar - June 21, 2017

Measuring Profitability in Financial Institutions - July 13, 2017 - This webinar is complimentary



A Wholistic Approach to ALM - Wednesday June 21, 2017 - 2:00am-3:15pm

During this 60 minute webinar Mike Guglielmo will review the following:

How Changes Within the Past Decade are Impacting Risk Management

As Yogi Berra said, “It’s Déjà vu all over again!” December provided us with a Fed rate increase almost one year to the day since the last one. But will 2017 play out in the same way as 2016? Unlikely, but as we learned last year, we need to prepare for the unexpected (President Trump, anyone?).

The most successful institutions are those that have constant involvement by the key decision makers, a forward looking approach to strategic discussions and a willingness to utilize liquidity and capital to grow and position the balance sheet for optimal performance. And deposit management remains at the forefront of all balance sheet management discussions.

Is your ALCO process keeping up with the significant changes experienced throughout the industry?

Join DCG Managing Director Mike Guglielmo as he walks through the benefits of a “wholistic” approach to asset liability management. In this 75-minute presentation, Mike will discuss the trends toward a more integrated approach to ALM and how it can contribute to the bottom line through a more forward looking, strategically focused ALCO process.

This webinar will address the following:

  • Developing an integrated risk management process
  • The importance of model assumptions
  • The hidden benefits of customer data and how to incorporate into the ALM process
  • Putting model results to use – forward looking strategic focus to ALM meetings

$149 for Members and $199 for Non-Members - Provides 1 CPE Credit

Webex Invite will be sent by 6/19/17


Measuring Profitability in Financial Institutions - July 13, 2017 - This webinar is complimentary

Financial institution leaders make decisions every day about the products, branches, channels, and client segments to which operational and marketing budget should be allocated. In uncertain economic and regulatory times, it is more critical than ever not just to grow, but to grow profitably, advancing the segments that will help to achieve that.


Join finance experts from Wells Fargo, Associated Bank and Kaufman Hall for a panel-based webinar exploring profitability drivers, priorities around profitability analysis, and techniques used for profitability measurement. This presentation includes results from a survey on profitability recently conducted by Kaufman Hall and the Association for Management Information in Financial Services (AMIfs).


Please use this link to complete the registration process:


Register Here


Contact Krissa with any questions 


2016 Annual Conference Documents

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Conference documents
1. Conference Brochure
2. Sponsorship Brochure
3. Partnership Brochure
4. Sessions at a glance
Item Name Posted By Date Posted
Annual Partnership Program Document PDF (1.72 MB) Administration 10/3/2016
2017 Sponsorship Document PDF (1.18 MB) Administration 10/3/2016
2016 Conference Sponsors PDF (375.27 KB) Administration 2/25/2016
2016 Conference Agenda PDF (964.31 KB) Administration 4/14/2016
2016 Annual Conference Brochure PDF (5.81 MB) Administration 4/14/2016