ALM and balance sheet management: fundamental principles workshop
View AgendaKey reasons to attend
- Gain the necessary tools to determine a risk appetite strategy
- Understand how key strategic treasury decisions are made
- Evaluate capital adequacy and its regulatory requirements
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About the course
In this learning opportunity, participants will learn best practice approaches of ALM and balance sheet management by exploring the balance sheet structure and Alco functions within treasuries.
Participants will obtain the necessary tools to address diverse types of risks related to ALM, such as liquidity risk and interest rate risk. Key sessions will upskill participants, enabling them to integrate topical digital transformation aspects, sustainability and green considerations into the balance sheet. This course will allow participants to learn, alongside the subject matter expert, emerging best practices applied in the risk environment.
Highly interactive case studies, games and quizzes will encourage discussion among peers and the expert tutor for enhanced learning, providing in-depth content and examples.
Pricing options*:
- Early-bird rate: save up to $800 per person by booking in advance
- 3-for-2 rate: save over $3,000 by booking a group of three attendees
- Subscriber reward: save 30% off the standard rate if you are a Risk.net subscriber
- Season tickets: save up to 60% - request price breakdown
*T&Cs apply
Learning objectives
- Manage balance sheets in volatile rate environments
- Assess the role and processes of the asset-liability committee (Alco)
- Drive competitive advantage from emerging technologies
- Align key strategic asset-liability management (ALM) frameworks with regulatory guidelines
- Examine the impact of depositors’ behaviour in modelling
- Navigate treasury’s current role and applications for green investments
Who should attend
- ALM
- Alco members
- Interest rate risk
- Liquidity risk
- Risk management
- Balance sheet management
- Stress-testing
Agenda
This workshop is part of Risk Live Asia which will take place six days before the conference. Click here to learn more about the workshop and conference rates.
September 18, 2025
In-person. Location: Singapore
Venue: CityHub Collyer Pte Ltd, 20 Collyer Quay, Level 23, Singapore 049319
Sessions:
- The role of ALM
- Risks managed by ALM
- Balance sheet management approach
- Case study
- Deep diving into ALM and balance sheet management
- Balance sheet management competitive advantages
- Case study
- Risk management framework resilience
- Simulation tool
- Quiz
Tutor:
- Ajay Surana, co-founder, Augury Insights
Tutors
Ajay Surana
Co-founder
Augury Insights
Ajay Surana has 20 years of professional experience in the financial services, consulting and technology industry. He has managed risk, compliance and performance management practices for large financial technology firms in the Asia-Pacific (APAC) region.
He has worked with over 75 financial institutions in APAC, the US and Europe on various engagements in the areas of treasury, Asset-liability management, balance sheet management, regulatory compliance, Basel II and III, risk technology transformation and business process re-engineering.
Pre-reading materials
The Risk.net resources below have been selected to enhance your learning experience:
- IASB cautions hedging fix won’t be perfect, but it will help
- One year on, regulators still want a cure for bank runs
- Incorporating climate risk into ALM frameworks at banks
A Risk.net subscription will provide you access to these articles. Alternatively, register for free to read two news articles a month.
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