DALLAS -- Experts from Southwest Corporate Investment Services showed off their balance sheet risk management skills at a recent conference here.
Pat Gawenda, manager of A/LM modeling and analysis, and Mark DeBree, senior A/LM analyst, told conference attendees the analysis and reports that are now available can help credit unions better chart their course. "More precise results are the pay-off," Gawenda said.
Gawenda and DeBree presented at Sungard World. More than 1,200 people attended the conference, including attendees from various countries.
Gawenda and DeBree were invited to speak based, in part, on their three-year experience using the BancWare ALM 5 model. This model helps financial institutions to assess interest rate risk on their balance sheets, and to help guide critical business decisions, Gawenda said.
The two Southwest investment professionals have utilized the BancWare ALM 5 model for a number of credit union clients that range from $300 million to several billion dollars. "It was an honor to be invited to speak at this worldwide event as a corporate credit union provider of A/LM analysis and consulting services to well over one hundred credit unions," said Gawenda.
BancWare is a division of SunGard, a provider of software and risk management technology for financial institutions. BancWare has over 500 clients in 45 countries including 24 of the top 50 U.S. banks
