ALM and balance sheet management: fundamental principles workshop

Date: September 18, 2025
Time: 8:30AM—6:00PM
Tutor: Ajay Surana, co-founder, Augury Insights
Venue: CityHub Collyer Pte Ltd, 20 Collyer Quay, Level 23, Singapore 049319
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ALM and balance sheet management: fundamental principles workshop
Get an early start on Risk Live Asia with the first event of its conference workshop series, to learn best practice approaches of ALM and balance sheet management by exploring the balance sheet structure and Alco functions within treasuries.

Participants will obtain the necessary tools to address diverse types of risks related to ALM, such as liquidity risk and interest rate risk. Key sessions will upskill participants, enabling them to integrate topical digital transformation aspects, sustainability and green considerations into the balance sheet. This course will allow participants to learn, alongside the subject matter expert, emerging best practices applied in the risk environment.

Highly interactive case studies, games and quizzes will encourage discussion among peers and the expert tutor for enhanced learning, providing in-depth content and examples.
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Key reasons to attend:

  • Gain the necessary tools to determine a risk appetite strategy
  • Understand how key strategic treasury decisions are made
  • Evaluate capital adequacy and its regulatory requirements

Course agenda

  • The role of ALM
  • Risks managed by ALM
  • Balance sheet management approach
  • Case study
  • Deep diving into ALM and balance sheet management
  • Balance sheet management competitive advantages
  • Case study
  • Risk management framework resilience
  • Simulation tool
  • Quiz
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Who should attend?

Relevant departments may include but are not limited to:

  • ALM
  • Alco members
  • Interest rate risk
  • Liquidity risk
  • Risk management
  • Balance sheet management
  • Stress-testing

Pricing:

Claim the super early bird rate before May 23, 2025. Ticket prices are listed in USD.

For financial institutions: $1,799 (super early bird rate - includes access to one training workshop and the conference)
For non-financial institutions: $1,799 (super early bird rate - not including the conference)
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Ajay Surana has 20 years of professional experience in the financial services, consulting and technology industry. He has managed risk, compliance and performance management practices for large financial technology firms in the Asia-Pacific (APAC) region.

He has worked with over 75 financial institutions in APAC, the US and Europe on various engagements in the areas of treasury, Asset-liability management, balance sheet management, regulatory compliance, Basel II and III, risk technology transformation and business process re-engineering.