PSA HOME

Contact Us

Training Courses

About Paul Sanchez

The Sanchez "Take"

About PSA

Other Services

Calendar of Events

News Update

 

 

   

 Satisfying Corporate Governance Requirements:

 A Guide for Directors, Auditors, Controllers, Risk Managers and Others

(Guide1)

 

This one-day course reviews and discusses actual GAAP financial statements of a typical depository corporation. It explores important financial and performance measurement concepts that will assist the Board members in fulfilling their corporate governance obligations.

Topics covered include:

 

·                 Loans

·                 Investments

·                 Goodwill

·                 Capital Adequacy

·                 Asset/Liability Management

·                 FHLB Borrowings

 

Detailed loan discussions and analyses explore loan risks, non-performing loans, allowance for loan and lease losses, related party transactions, and off-balance sheet commitments. 

 

Investments coverage includes an examination of the market, interest rate, credit and liquidity risks. 

 

A discussion of derivative financial instruments explores when and why they might be considered. 

 

Capital Adequacy coverage includes a review of regulatory capital ratios and capital risk issues. 

 

Asset/Liability Management coverage explores how the organization manages the mismatch between maturing assets and maturing liabilities and capitalizes on that mismatch. 

 

Goodwill discussions will center on the amount carried and impairment measurement estimates. 

 

The FHLB borrowings dialogue will explore the amounts carried, their purpose, as well as leveraging strategies.

 

This is a valuable course for all depository institution Corporate Governors.

 

 

 

Category:  Business Risk Concerns