Mark H. Smith's Podcast
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Mark H. Smith's Podcast
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.
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51 Episoden
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 quic...

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 quic...

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 qui...

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 qui...

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 qui...

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 qui...

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 qui...

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 qui...

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 qui...

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 qui...

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 qui...

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 qui...

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 va...

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 va...

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 va...

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 va...

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 va...

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 va...

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 va...

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 va...

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 va...

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 va...

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 va...

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 va...

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 securit...

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

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.

Managing Your Investment Portfolio in a Rising Rate Environment (04-22-14) - Chapter 3
In this chapter, we discuss:
* Bond Market Classifications

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

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
*...
![[Entire Broadcast] ALM 201 - Part I - Exploring Income Simulation (03-11-14)](https://assets.podomatic.net/ts/f0/ac/c1/scottk/1400x1400_6701302.jpg)
[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...
![[Chapter 7] ALM 201 - Part I - Exploring Income Simulation (03-11-14)](https://assets.podomatic.net/ts/f0/ac/c1/scottk/1400x1400_6701302.jpg)
[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 uni...
![[Chapter 6] ALM 201 - Part I - Exploring Income Simulation (03-11-14)](https://assets.podomatic.net/ts/f0/ac/c1/scottk/1400x1400_6701302.jpg)
[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 shee...
![[Chapter 5] ALM 201 - Part I - Exploring Income Simulation (03-11-14)](https://assets.podomatic.net/ts/f0/ac/c1/scottk/1400x1400_6701302.jpg)
[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 in...
![[Chapter 4] ALM 201 - Part I - Exploring Income Simulation (03-11-14)](https://assets.podomatic.net/ts/f0/ac/c1/scottk/1400x1400_6701302.jpg)
[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 shee...
![[Chapter 3] ALM 201 - Part I - Exploring Income Simulation (03-11-14)](https://assets.podomatic.net/ts/f0/ac/c1/scottk/1400x1400_6701302.jpg)
[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 e...
![[Chapter 2] ALM 201 - Part I - Exploring Income Simulation (03-11-14)](https://assets.podomatic.net/ts/f0/ac/c1/scottk/1400x1400_6701302.jpg)
[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...
![[Chapter 1] ALM 201 - Part I - Exploring Income Simulation (03-11-14)](https://assets.podomatic.net/ts/f0/ac/c1/scottk/1400x1400_6701302.jpg)
[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 r...

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...

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 pro...