Capital Markets

This workshop is designed exclusively for directors and senior management of national community banks and federal savings associations.

• Better understand balance sheet management risks such as interest rate risk, liquidity risk, and risks associated with the investment portfolio.
• Increase familiarity with quantifying short- and long-term balance sheet risks related to both assets and liabilities.
• Learn about risk measurement tools such as the interest rate risk model, liquidity contingency funding plan, and risks associated with the investment portfolio.
• Enhance understanding of the OCC’s approach to assessing the Sensitivity to Market Risk (S) and Liquidity (L) component ratings as well as the liquidity risk and interest rate risk assessments.

Workshop Schedule

8:00 a.m. – 12:00 p.m.

Location

OCC Charlotte Office
101 South Tryon Street
Charlotte, NC 28280

Cost

There is a registration fee of $49.00 per participant/per in-person workshop.

Register

To register visit our registration page.

• Upon verification of eligibility, you will receive an email within three business days of receipt of your application with payment instructions. You will then have five business days to make payment.
• You can apply for multiple workshops at one time.
• If a workshop reaches capacity, a wait list will be opened. We will contact you via email should space become available.