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  • calender-icon Event
  • Prudential Regulation
  • Posted: 02 Aug 2024

Treasury management training for credit unions

28
Nov
2024

  • Calender-Icon Time: 10:00 - 16:30
  • Location-Icon Location: London
  • Admin-Icon Organised By: BSA Events
  • Currency-Icon £490 Members / £695 Non-members

This course is for Credit Unions only

The objective of the course is to introduce participants to the role of Treasury, providing an introduction to financial markets, yield curves and how the Bank of England manages interest rates.


There will be detail on interest rate risk, how this arises and how it can be managed, and also on liquidity risk, looking at different instruments, the credit risk element of these and stress testing. The day also takes a look at Treasury from within the organisation, reporting and operational risks, and also from an external perspective and the regulators expectations.  

Programme outline:

  • Introduction to Financial markets
  • Yield curves – what they are and what can move them
  • The Bank of England & the PRA and supervisory statement SS2/23
  • Liquidity – instruments, liquidity credit risk, stress testing
  • The role of Treasury
  • Reporting of Treasury risks to the Board
  • Treasury operational risk
  • Interest rate risk – repricing risk, earnings risk, basis risk, managing the risks

Due to the nature of the training places on the course are limited.

(Registration closes at 5pm on Monday 25th November 2024)

Cancellation policy


Who should attend?
The course will be of interest to non-executive directors of credit unions as well as employees within senior management, risk management or finance roles, or for those wanting to broaden their knowledge of the business and wish to understand more about this interesting area. No previous Treasury knowledge is required. 


Course trainer:

Chris Gardner
is an experienced and knowledgeable Treasury professional having worked in the financial markets for over thirty years. Chris is Director of Treasury Solutions at King & Shaxson, offering Treasury consultation services to a number of clients including credit unions and building societies. This encompasses anything from staff training to advice on managing liquidity, funding or interest rate risk, reviewing ALCO packs or attending Board strategy days to discuss the current economic environment and outlook for interest rates. Prior to joining King & Shaxson, Chris was Treasurer at Nottingham Building Society for seven years where he was Deputy Chair of ALCO and responsible for Liquidity Risk, Funding Risk and Market & Interest Rate Risk, and he has spent the majority of his career working in Treasury for a number of building societies. 


Event Summary

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