Liquidity Risk Management USA 2019

4th Annual

Liquidity Risk Management USA

October 2019, dates tbc | New York City

Reviewing the latest updates within liquidity risk including regulation, markets and technology

Key topics addressed in 2018:

REGULATION
Navigating liquidity risk in today’s regulatory environment

RISK IDENTIFICATION
Exploring approaches to identifying new and unexpected threats and strengthen risk management

INTEREST RATE RISK
Understanding how the rising rate environment could impact markets and liquidity

INTRADAY LIQUIDITY
Reviewing the ability to build out and enhance the intraday liquidity program

FORECASTING
Improving forecasting for an enhanced oversight of liquidity needs

INDEPENDENT RISK FUNCTION
Approaches to developing an independent risk function and defining roles and responsibilities

FUNDS TRANSFER PRICING
Understanding the latest updates within funds transfer pricing and how firms can improve efficiency

STRESS TESTING
Analysis of current stress testing practices and how firms can improve liquidity management

THE FUTURE OF LRM
Exploring future predictions of the liquidity risk management function and how the industry might evolve

Risk Insights | Liquidity Risk Management USA

Find our speakers and sponsors thought-leadership articles here. These articles feed from our much larger Risk Insights area on our website that provides you with white papers, thought-leadership, articles and more across risk and regulation.

Erjun Chen presentation banner

About the 3rd line of defense / internal audit

By Erjun Chen, Director, Internal Audit, CIT Bank.

Examining changes to money market reform and the potential impacts to market volatility

By Jennifer Fitzgibbon, Head of Treasury Americas, Rabobank.

FREE LIQUIDITY RISK MANAGEMENT WEBINAR

Liquidity risk playbook – From strategy to execution

1st October 2018

Exploring the future predictions of liquidity risk management as a function and how the industry might evolve over the next five years

By Don Mumma, Managing Director – Risk, AxiomSL.
1st October 2018

The opportunities that Real-Time processing brings and the impact on liquidity risk

By Gary Manning, Director, Planixs
25th September 2018

Advancements in liquidity measurements as the battle for deposits intensifies

By Greg Muenzen, Director, Novantas.
25th September 2018

Risk Webinar: Liquidity risk playbook – From strategy to execution

19th September 2018

Key challenges and concerns on the horizon for liquidity risk managers

By Johan Van Duyvendijk, Americas Head of Market & Treasury Risk Control and Global Head Liquidity & Funding Treasury Risk Control, UBS.
11th July 2018

Examining changes to money market reform and the potential impacts to market volatility

By Jennifer Fitzgibbon, Head of Treasury Americas, Rabobank.
11th July 2018

Reviewing the role of the lines of defence in liquidity risk management and driving decision making

5th July 2018

The impacts of a rising rate environment

By Charlie Peng, SVP and Head of Market Risk Management Department, Bank of China USA.
5th July 2018

Through the lens of our clients: Embracing, adapting, and planning for a world of change

By Michael Botek, Global Market Manager, Citi.
18th June 2018

Franchise Viability Risk – Pillar 2 Liquidity by the PRA

By John Vergel de Dios, Director, CIT Group.
14th June 2018
Erjun Chen article banner

Liquidity limits, governance and audit

By Erjun Chen, Director, Internal Audit, CIT Bank.
6th June 2018
Erjun Chen presentation banner

About the 3rd line of defense / internal audit

By Erjun Chen, Director, Internal Audit, CIT Bank.
24th May 2018

Liquidity risk: Regulation, markets and technology

By Shannon Harris, Senior Research Executive, CeFPro.
22nd May 2018

Incorporating a level of liquidity risk in stress testing and reviewing CLAR requirements

By Sunil Gangwani, Former Executive Director, Finance, ING.
22nd May 2018

The potential deregulation under the new administration

By Frank Morisano, Chief Risk Officer at Industrial & Commercial Bank of China.

Sponsorship & Partners 

Can you organisation contribute at our Liquidity Risk Management USA Congress?

Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities.

Download our sponsorship package for an outline of what we can offer, but please contact sales@cefpro.com or call us on +1 888 677 7007 where a member of the team will be happy to tailor the right package for you.

How can your organization benefit from a CeFPro partnership?

2018 Co-Sponsors:

AxiomSL


AxiomSL combines deep industry expertise with an intelligent data management platform to deliver regulatory reporting, liquidity, capital & credit, operations, trade & transactions and tax analytics. Our global footprint spans 70 regulators across 50 jurisdictions, surveilling more than 2,000 regulatory filings. We currently serve national, regional and global financial institutions with more than $39 Trillion in Total Assets.

AxiomSL’s integrated platform minimizes end-user applications and manual processes, reduces time to market costs, leverages existing data, increases transparency and control while ensuring accurate and timely regulatory calculations and reporting. Sample solutions include Basel III capital and liquidity requirements, the Dodd-Frank Act, MiFID II, IFRS 9/CECL, and both market and credit risk management requirements

Infor


Infor builds business software for specific industries in the cloud. With 16,500 employees and over 90,000 customers in more than 170 countries, Infor software is designed for progress. To learn more about Infor, please visit www.infor.com.

Novantas


Novantas is the industry leader in analytic advisory services and technology solutions for banks. We create superior value for retail and commercial banks through deep and insightful analysis of the information that drives the financial services industry across pricing, product development, treasury and risk management, distribution, marketing, and workforce management.
For more information, visit www.novantas.com

SAS


SAS is the leader in analytics. Through innovative software and services, SAS empowers and inspires customers around the world to transform data into intelligence. SAS solutions are used by more than 3,500 financial institutions worldwide, including 97 percent of the banks on the Fortune Global 500®. Learn more about how SAS is driving innovation and business value for risk professionals at www.sas.com/risk.

Venue and dates to be confirmed…

CPE Credits
CPE_logo_200-100x100

To claim your CPE Credits please contact info@cefpro.com or call +1 888 677 7007

FAQs

Can I present at Liquidity Risk Management USA

Yes, the Center for Financial Professionals are happy to discuss speaking opportunities at the Congress. For further information on this please contact shannon.harris@cefpro.com

Are there any rules on the dress code?

Business attire is requested. The Congress is a formal opportunity to network with like-minded professionals and to gain knowledge from the industry’s finest risk management experts.

What is the cost and what is included in the registration fee?

We offer incentives for ‘early bird’ registrants of the Congress, as outlined on our pricing structure.

Registration includes breakfast, refreshment breaks, lunches, the cocktail reception at the end of day One, full access to the Congress sessions and exhibition area. Presentations from sessions are also available, subject to speaker approval.

Where can I find the Congress documentation and speaker presentations?

All registered attendees will receive an email with access to documentation and speaker presentations*

All available documentation will be provided after the Congress has taken place. However we will work with our presenters to make these available before the Congress where possible.

*Please note that our speakers often have to gain permission from their relevant compliance departments to release their presentations. On rare occasions compliance may not allow presentations to be distributed.

Will breakfast, lunch and refreshment be provided?

Yes. As with all of our events the Center for Financial Professionals will be providing brilliant coffee, breakfast, lunch, refreshments, and smaller bites during the networking breaks.

Will there be opportunities to network with other attendees?

There are ample opportunities for networking and interaction throughout the Congress, such as

  • Breakfast, lunch and refreshment breaks
  • Drinks reception at the end of the first day of the Congress (subject to confirmation)
  • Q&A, panel discussions and audience participation technology at the event and during the sessions
I have several colleagues that would like to attend, is there a group discount?

Certainly! We are pleased to offer you a 50% discount on the third registration or provide a fifth registration for free.

If you would like to register more than five colleagues please contact us on +1 888 677 7007.

Please note:

  • Registrations must be made at the same time
  • Registrations must come from the organization
  • The lowest registration will be discounted
Are there opportunities to share my thought-leadership at Liquidity Risk Management USA?

Yes there are plenty of opportunities for the Center for Financial Professionals to share thought-leadership to the attendees of Liquidity Risk Management USA and our wider risk professionals community.

At the event
We can distribute your material to the attendees or even offer you an exhibition booth so that you may enjoy a more prominent presence at the Congress. Visit the Sponsor tab for further information or contact sales@cefpro.com / +1 888 677 7007.

Risk Insights
Feature your content on our Risk Insights website and supporting Risk Insights monthly newsletter. For further information please download our media pack here.

Are media partnerships available for Liquidity Risk Management USA?

Yes. As part of a media partnership we can offer a variety of options to increase the branding and awareness of your association, company, certificate, publication or media. We are flexible with what we can offer however we usually:

  • Provide a discounted rate to attend
  • Place your logo and profile on the Congress website
  • Place your logo on the Congress brochure
  • Place your logo on promotional content where applicable
  • Distribute your media/marketing at the Congress
  • Promote through social media channels

To discuss this further please contact jesse.hopkins@cefpro.com or call +1 888 677 7007.

Liquidity Risk Management USA | Registration

Should you have any questions regarding registering, please contact the Center for Financial Professionals, please contact us on +1 888 677 7007 (US) or +44 (0)20 7164 6582 (UK).

Pre-Agenda Rate

$999

Group Bookings:

Group rates are available for 3 or more attendees from the same organization, when registering at the same time. The current rate allows every third colleague to come along for half price or a fifth colleague to attend for FREE.

Other ways to register:

1. Save time and register by email

Simply email jesse.hopkins@cefpro.com with your E-Signature – and we will do the rest for you!

2. Contact us directly

3. Download the PDF registration form

LRM USA Brochure

BRING THE TEAM

CONTACT US

CPE

Earn CPE Points

To claim your CPE points please contact info@cefpro.com or call +1 888 677 7007

2018 Co-Sponsors:

Co-sponsor image - Infor

Connect With Us | #LRMUSA2019