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Best Practices in Asset/Liability Management Virtual Workshop
April 07, 2026
Program Overview
Join us for the Annual Asset Liability Management (ALM) Seminar in 2026, designed for banking professionals and financial leaders seeking to enhance their risk management strategies. This annual program will focus on the critical issues bank ALCOs are facing in the 2nd Quarter of 2026, and what we anticipate for the remainder of the year.
Key topics include:
- Current Environment – Understanding market trends and economic factors
- Managing Assets in the Current Environment – Strategies for optimizing balance sheets
- Managing Liabilities in the Current Environment – Navigating funding and liquidity challenges
Don’t miss this opportunity to strengthen your institution’s financial resilience and gain actionable strategies to navigate the evolving economic landscape. This program is also beneficial to our New England School for Financial Studies students to get ready for their senior session.
Date & Time
April 7, 2026
Zoom Log In 8:50AM | Webinar Start 9:00AM | Webinar Concludes 1:00PM
Who should Attend
Ideal for anyone managing interest rate risk, liquidity, and financial strategy in banking. CEOs, CFOs, COOs, Treasury & Finance Professionals, ALCO Members, Risk & Compliance Officers, Lending & Investment Officers.
Questions? Check out our FAQs or contact registrations@massbankers.org. Bulk pricing options available. Zoom recording may be made available for those with scheduling conflicts.
Agenda
Speakers
| Name | Organization | Speaking At |
|---|---|---|
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James Clarke
<p style="text-align:justify;"><span>Dr. James Clarke is the Principal of Clarke Consulting, a Villanova, Pennsylvania firm specializing in ALCO issues and strategic planning for community banks. Jim has lectured on asset/liability management at the Stonier National School of Banking sponsored by ABA, the Southwest Graduate School of Banking, the New England School of Financial Studies, Pennsylvania Advance School of Banking, and Connecticut School of Banking. He conducts ALM seminars for many state associations, and for Risk Management Association (RMA) and Financial Managers Society (FMS). Jim also conducts board education programs on ALM for state associations. In 2019 through 2022, Jim spoke at the Connecticut, and Pennsylvania Association of Community Bankers conventions and number of director conferences. Dr. Clarke was on the Board of five community banks and was a director of an investment company. Jim is also on the Editorial Board of the RMA.</span></p>
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Clarke Consulting | - |