Balance sheet optimization and asset and liability management are crucial aspects of financial management for banks and other financial institutions. BSM refers to the strategic management of assets and liabilities to ensure a financial institution’s financial health and stability. Overall, effective balance sheet management is crucial for organisations to maintain financial stability, optimise profitability, manage risks, and ensure long-term sustainability in an ever-changing economic environment. It provides a strategic framework for aligning assets and liabilities to meet a financial institution’s objectives and obligations while minimising risk and maximising profitability.

This two-day, physical training program covers the key concepts and practical skills necessary to effectively manage the balance sheet of a financial institution. For each section there will be foundation skills, relevant global/local regulatory linkages and best practices, enabling participants without core subject knowledge, as well as advanced practitioners, to jointly attend.

During the course delegates will use the Augury Insights proprietary ‘Run the Bank’ simulation tool to illustrate the impact of different actions on regulatory ratios and performance. Participants will also have an opportunity for hands-on use of this tool. Uniquely, participants will be authorised to continue to use the proprietary simulation tool for up to two weeks after the program. Ongoing advisory support will also be provided to assist in developing BSM skills as a source of competitive advantage.

• Key Components of the Course Curriculum:
  • Unpacking balance sheet risk management
  • De-mystifying funds transfer pricing
  • Understanding the ALCO pack
  • De-stressing over stress tests, ICAAP & ILAAP
  • Fundamental to advanced knowledge and skills
  • Practical and recent examples and case studies, APAC regional perspectives.