Board / Management Education

Fisher-Rager Consulting offers educational sessions in asset/liability management, investment portfolio management, and planning. These sessions can be at the Institution’s site, via telephone, or at FRC’s office in State College, PA.

Subjects:

  • Asset/Liability Management for Directors
  • The Mathematics Used in Asset/Liability Management
  • Cash flow Modeling
  • Liquidity and Contingency Funding
  • Understanding Concentrations
  • Making the Management and Control of Risk Easy
  • Asset/Liability Management: What the regulator expects
  • Critical Elements of an Asset/Liability Management Policy
  • Developing a Regulatory Compliant Investment Policy
  • An Introduction to Agency Mortgaged-backed Securities
  • Investment Analytics: Keeping the Regulator Happy, Pre-purchase and Post-purchase
  • The Art of Planning