PODCAST · business
Mark H. Smith's Podcast
by Mark H. Smith
Mark H. Smith runs a number of webinars that focus on current topics and issues facing credit unions. There are no silver bullets, but you will share in the accumulated knowledge base of our experienced financial advisors whose expertise comes from over five decades of credit union service.
Episodes
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ALM 201 - Part III - Exploring Liquidity Risk - Full Presentation
Liquidity risk may be the farthest thing from a credit union executive's mind. However, liquidity risk is a dynamic concept which can change very quickly. We will demonstrate the scenarios where a credit union could go from being very liquid to liquidity-sensitive in a very short period of time.…
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ALM 201 - Part III - Exploring Liquidity Risk - Chapter 1
Liquidity risk may be the farthest thing from a credit union executive's mind. However, liquidity risk is a dynamic concept which can change very quickly. We will demonstrate the scenarios where a credit union could go from being very liquid to liquidity-sensitive in a very short period of time.…
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ALM 201 - Part III - Exploring Liquidity Risk - Chapter 2
Liquidity risk may be the farthest thing from a credit union executive's mind. However, liquidity risk is a dynamic concept which can change very quickly. We will demonstrate the scenarios where a credit union could go from being very liquid to liquidity-sensitive in a very short period of time.…
more -
ALM 201 - Part III - Exploring Liquidity Risk - Chapter 4
Liquidity risk may be the farthest thing from a credit union executive's mind. However, liquidity risk is a dynamic concept which can change very quickly. We will demonstrate the scenarios where a credit union could go from being very liquid to liquidity-sensitive in a very short period of time.…
more -
ALM 201 - Part III - Exploring Liquidity Risk - Chapter 3
Liquidity risk may be the farthest thing from a credit union executive's mind. However, liquidity risk is a dynamic concept which can change very quickly. We will demonstrate the scenarios where a credit union could go from being very liquid to liquidity-sensitive in a very short period of time.…
more -
ALM 201 - Part III - Exploring Liquidity Risk - Chapter 8
Liquidity risk may be the farthest thing from a credit union executive's mind. However, liquidity risk is a dynamic concept which can change very quickly. We will demonstrate the scenarios where a credit union could go from being very liquid to liquidity-sensitive in a very short period of time.…
more -
ALM 201 - Part III - Exploring Liquidity Risk - Chapter 5
Liquidity risk may be the farthest thing from a credit union executive's mind. However, liquidity risk is a dynamic concept which can change very quickly. We will demonstrate the scenarios where a credit union could go from being very liquid to liquidity-sensitive in a very short period of time.…
more -
ALM 201 - Part III - Exploring Liquidity Risk - Chapter 11
Liquidity risk may be the farthest thing from a credit union executive's mind. However, liquidity risk is a dynamic concept which can change very quickly. We will demonstrate the scenarios where a credit union could go from being very liquid to liquidity-sensitive in a very short period of time.…
more -
ALM 201 - Part III - Exploring Liquidity Risk - Chapter 10
Liquidity risk may be the farthest thing from a credit union executive's mind. However, liquidity risk is a dynamic concept which can change very quickly. We will demonstrate the scenarios where a credit union could go from being very liquid to liquidity-sensitive in a very short period of time.…
more -
ALM 201 - Part III - Exploring Liquidity Risk - Chapter 9
Liquidity risk may be the farthest thing from a credit union executive's mind. However, liquidity risk is a dynamic concept which can change very quickly. We will demonstrate the scenarios where a credit union could go from being very liquid to liquidity-sensitive in a very short period of time.…
more -
ALM 201 - Part III - Exploring Liquidity Risk - Chapter 7
Liquidity risk may be the farthest thing from a credit union executive's mind. However, liquidity risk is a dynamic concept which can change very quickly. We will demonstrate the scenarios where a credit union could go from being very liquid to liquidity-sensitive in a very short period of time.…
more -
ALM 201 - Part III - Exploring Liquidity Risk - Chapter 6
Liquidity risk may be the farthest thing from a credit union executive's mind. However, liquidity risk is a dynamic concept which can change very quickly. We will demonstrate the scenarios where a credit union could go from being very liquid to liquidity-sensitive in a very short period of time.…
more -
ALM 201 - Part II - Exploring Net Economic Value (NEV) - Chapter 11
The concept of net economic value (NEV) and its role in estimating interest rate risk is widely misunderstood by credit union executives. Economic value is an excellent methodology to estimate the longer-term risks associated with any loan extending beyond five years. NEV effectively measures the...
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ALM 201 - Part II - Exploring Net Economic Value (NEV) - Chapter 10
The concept of net economic value (NEV) and its role in estimating interest rate risk is widely misunderstood by credit union executives. Economic value is an excellent methodology to estimate the longer-term risks associated with any loan extending beyond five years. NEV effectively measures the...
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ALM 201 - Part II - Exploring Net Economic Value (NEV) - Chapter 9
The concept of net economic value (NEV) and its role in estimating interest rate risk is widely misunderstood by credit union executives. Economic value is an excellent methodology to estimate the longer-term risks associated with any loan extending beyond five years. NEV effectively measures the...
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ALM 201 - Part II - Exploring Net Economic Value (NEV) - Chapter 8
The concept of net economic value (NEV) and its role in estimating interest rate risk is widely misunderstood by credit union executives. Economic value is an excellent methodology to estimate the longer-term risks associated with any loan extending beyond five years. NEV effectively measures the...
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ALM 201 - Part II - Exploring Net Economic Value (NEV) - Chapter 7
The concept of net economic value (NEV) and its role in estimating interest rate risk is widely misunderstood by credit union executives. Economic value is an excellent methodology to estimate the longer-term risks associated with any loan extending beyond five years. NEV effectively measures the...
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ALM 201 - Part II - Exploring Net Economic Value (NEV) - Chapter 6
The concept of net economic value (NEV) and its role in estimating interest rate risk is widely misunderstood by credit union executives. Economic value is an excellent methodology to estimate the longer-term risks associated with any loan extending beyond five years. NEV effectively measures the...
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ALM 201 - Part II - Exploring Net Economic Value (NEV) - Chapter 5
The concept of net economic value (NEV) and its role in estimating interest rate risk is widely misunderstood by credit union executives. Economic value is an excellent methodology to estimate the longer-term risks associated with any loan extending beyond five years. NEV effectively measures the...
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ALM 201 - Part II - Exploring Net Economic Value (NEV) - Chapter 4
The concept of net economic value (NEV) and its role in estimating interest rate risk is widely misunderstood by credit union executives. Economic value is an excellent methodology to estimate the longer-term risks associated with any loan extending beyond five years. NEV effectively measures the...
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ALM 201 - Part II - Exploring Net Economic Value (NEV) - Chapter 3
The concept of net economic value (NEV) and its role in estimating interest rate risk is widely misunderstood by credit union executives. Economic value is an excellent methodology to estimate the longer-term risks associated with any loan extending beyond five years. NEV effectively measures the...
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ALM 201 - Part II - Exploring Net Economic Value (NEV) - Chapter 2
The concept of net economic value (NEV) and its role in estimating interest rate risk is widely misunderstood by credit union executives. Economic value is an excellent methodology to estimate the longer-term risks associated with any loan extending beyond five years. NEV effectively measures the...
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ALM 201 - Part II - Exploring Net Economic Value (NEV) - Chapter 1
The concept of net economic value (NEV) and its role in estimating interest rate risk is widely misunderstood by credit union executives. Economic value is an excellent methodology to estimate the longer-term risks associated with any loan extending beyond five years. NEV effectively measures the...
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ALM 201, Part II - Exploring Net Economic Value (NEV) - Entire Presentation
The concept of net economic value (NEV) and its role in estimating interest rate risk is widely misunderstood by credit union executives. Economic value is an excellent methodology to estimate the longer-term risks associated with any loan extending beyond five years. NEV effectively measures the...
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Managing Your Investment Portfolio in a Rising Rate Environment (04-22-14) - Entire Broadcast
Presented by Guest Speaker Jason Williams Do you like all of the investments in your investment portfolio? If you own callable securities you may be holding those securities longer than you have in the past. When interest rates rise, the dynamics of your investment portfolio will change. If you...
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Managing Your Investment Portfolio in a Rising Rate Environment (04-22-14) - Chapter 5
In this chapter, we discuss: * Steps in Managing your Investment Portfolio * Regulations Affecting Credit Unions
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Managing Your Investment Portfolio in a Rising Rate Environment (04-22-14) - Chapter 4
In this chapter, we discuss: * Transparency in the Bond Market * The Difference between how stocks are traded and how bonds are traded.
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Managing Your Investment Portfolio in a Rising Rate Environment (04-22-14) - Chapter 3
In this chapter, we discuss: * Bond Market Classifications
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Managing Your Investment Portfolio in a Rising Rate Environment (04-22-14) - Chapter 2
In this chapter, we discuss: * Strategies for Investing in a Rising Rate Environment * How to create a Bond Ladder
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Managing Your Investment Portfolio in a Rising Rate Environment (04-22-14) - Chapter 1
In this chapter, we discuss: * Objectives * Fed Tapering Bond Purchases * How it might affect your investment portfolio * Bond Price vs. Yield
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[Entire Broadcast] ALM 201 - Part I - Exploring Income Simulation (03-11-14)
Income simulation is the most common method of estimating interest rate risk in the credit union's balance sheet. It is simple in concept, but complex in its application. In this presentation, we will explain how income simulation works. The most common variables and assumptions, such a…
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[Chapter 7] ALM 201 - Part I - Exploring Income Simulation (03-11-14)
Chapter 7: Income Simulation and Wrap-Up Income simulation is the most common method of estimating interest rate risk in the credit union's balance sheet. It is simple in concept, but complex in its application. In this presentation, we will explain how income simulation works. The most common...
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[Chapter 6] ALM 201 - Part I - Exploring Income Simulation (03-11-14)
Chapter 6: Gap Analysis Income simulation is the most common method of estimating interest rate risk in the credit union's balance sheet. It is simple in concept, but complex in its application. In this presentation, we will explain how income simulation works. The most common variables and...
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[Chapter 5] ALM 201 - Part I - Exploring Income Simulation (03-11-14)
Chapter 5: The Metrics for Estimating IRR + Methodologies to Estimate IRR Income simulation is the most common method of estimating interest rate risk in the credit union's balance sheet. It is simple in concept, but complex in its application. In this presentation, we will explain how income...
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[Chapter 4] ALM 201 - Part I - Exploring Income Simulation (03-11-14)
Chapter 4: Surge Shares Income simulation is the most common method of estimating interest rate risk in the credit union's balance sheet. It is simple in concept, but complex in its application. In this presentation, we will explain how income simulation works. The most common variables and...
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[Chapter 3] ALM 201 - Part I - Exploring Income Simulation (03-11-14)
Chapter 3: Variables and Assumptions Impact the Outcome + Estimating Rate Sensitivity Income simulation is the most common method of estimating interest rate risk in the credit union's balance sheet. It is simple in concept, but complex in its application. In this presentation, we will explain…
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[Chapter 2] ALM 201 - Part I - Exploring Income Simulation (03-11-14)
Chapter 2: Balance Sheet-Related Risks Income simulation is the most common method of estimating interest rate risk in the credit union's balance sheet. It is simple in concept, but complex in its application. In this presentation, we will explain how income simulation works. The most common...
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[Chapter 1] ALM 201 - Part I - Exploring Income Simulation (03-11-14)
Chapter 1: Welcome, Objectives, Let’s Talk about Your Credit Union Income simulation is the most common method of estimating interest rate risk in the credit union's balance sheet. It is simple in concept, but complex in its application. In this presentation, we will explain how income simulation...
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Implementing the NCUA Liquidity Risk Regulations (02-06-14)
In this presentation, we will briefly review the applicable regulations and their impact on different-sized credit unions. We will present a template to develop a liquidity risk policy. Additionally, we will present the attributes of a sound contingency funding plan and offer a template to assist...
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MSHI Webinar - Preparing for Risk-Based Capital (Full Webinar)
NCUA has proposed a major change in the capital requirements. A risk based capital requirement similar to other types of financial institutions is proposed for credit union over $50 million assets. In this webinar we will review the proposed requirements and their potential impact on credit…
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MSHI Webinar - Preparing for Risk-Based Capital - Chapter 05
NCUA has proposed a major change in the capital requirements. A risk based capital requirement similar to other types of financial institutions is proposed for credit union over $50 million assets. In this webinar we will review the proposed requirements and their potential impact on credit…
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MSHI Webinar - Preparing for Risk-Based Capital - Chapter 04
NCUA has proposed a major change in the capital requirements. A risk based capital requirement similar to other types of financial institutions is proposed for credit union over $50 million assets. In this webinar we will review the proposed requirements and their potential impact on credit…
more -
MSHI Webinar - Preparing for Risk-Based Capital - Chapter 03
NCUA has proposed a major change in the capital requirements. A risk based capital requirement similar to other types of financial institutions is proposed for credit union over $50 million assets. In this webinar we will review the proposed requirements and their potential impact on credit…
more -
MSHI Webinar - Preparing for Risk-Based Capital - Chapter 02
NCUA has proposed a major change in the capital requirements. A risk based capital requirement similar to other types of financial institutions is proposed for credit union over $50 million assets. In this webinar we will review the proposed requirements and their potential impact on credit…
more -
MHSI - Preparing for Risk-Based Capital - Part I
NCUA has proposed a major change in the capital requirements. A risk based capital requirement similar to other types of financial institutions is proposed for credit union over $50 million assets. In this webinar we will review the proposed requirements and their potential impact on credit…
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MHSI - ALM 101 (Full Webinar) (02-11-14)
Presentation Description: In this presentation, we will present the credit union's leveraged balance sheet and demonstrate the interaction of the balance sheet and impact on net interest income. We will present the two most common approaches to estimating interest rate risk, income simulation…
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MHSI - ALM 101 (02-11-14) (Part 5)
Presentation Description: In this presentation, we will present the credit union's leveraged balance sheet and demonstrate the interaction of the balance sheet and impact on net interest income. We will present the two most common approaches to estimating interest rate risk, income simulation…
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MHSI - ALM 101 (Webinar) (02-11-14) (Part 4)
Presentation Description: In this presentation, we will present the credit union's leveraged balance sheet and demonstrate the interaction of the balance sheet and impact on net interest income. We will present the two most common approaches to estimating interest rate risk, income simulation…
more -
MHSI - ALM 101 (Webinar) (02-11-14) (Part 3)
Presentation Description: In this presentation, we will present the credit union\'s leveraged balance sheet and demonstrate the interaction of the balance sheet and impact on net interest income. We will present the two most common approaches to estimating interest rate risk, income simulation…
more -
MHSI - ALM 101 Webinar (02-11-14) (Part 2)
Presentation Description: In this presentation, we will present the credit union\'s leveraged balance sheet and demonstrate the interaction of the balance sheet and impact on net interest income. We will present the two most common approaches to estimating interest rate risk, income simulation…
more
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ABOUT THIS SHOW
Mark H. Smith runs a number of webinars that focus on current topics and issues facing credit unions. There are no silver bullets, but you will share in the accumulated knowledge base of our experienced financial advisors whose expertise comes from over five decades of credit union service.
HOSTED BY
Mark H. Smith
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