RIMS Workshop

Financial Risk Management II, Capstone Class

 

Want to know why the Lehman Brothers went under while Goldman Sachs survived? In today’s volatile stock market, lessons from 2008 are more valuable than ever. This one-day workshop builds on lessons from the online series: Financial Risk Management Fundamentals II.

With the guidance of Columbia University professor, Steve Lindo, you’ll review four case studies that require you to exercise business and technical judgment using financial risk management concepts and practices demonstrated.

The first three case studies simulate real-life market, credit and liquidity risk management situations. The fourth case study deconstructs the risk management culture, behavior and practices which actually occurred prior to and during the 2007-8 financial crisis, requiring participants to assess the causes and consequences of actions and attitudes which resulted in dramatically different outcomes.

While it is not required that you have attended the online courses, participants should have a good grasp of financial risk management concepts and practices.

Register and Save

Register for both the Financial Risk Management Fundamentals II webinar series and the in-person Capstone class on October 29th in New York City and receive a 10% discount off each item. When registering online, select the “next” option until you reach the final payment screen that displays the 10% discount pricing for both items. Then, select the “finish” to purchase both at the reduced rate.

 

RIMS Member Non-Member

 

If you need assistance, please contact our Client Services Team at CST@RIMS.org.

Who Should Attend

  • Attendees of the Online Learning Series: Financial Risk Management Fundamentals II
  • Professionals seeking the ability to exercise critical judgment in situations involving financial risks, working or expecting to work in:
    • Non-financial organizations in finance or risk management roles
    • Financial institutions in finance or audit roles
    • Departments such as I/T, legal, compliance and HR which work closely with financial risk management in any type of organization
  • All participants are expected to have a good grasp of financial risk management concepts and practices

What You Will Cover

  • Each of the case studies selected for the capstone class puts participants in a situation which requires them to exercise business and technical judgment using the financial risk management concepts and practices demonstrated in the webinar sessions.
  • The first three case studies simulate real-life market, credit and liquidity risk management situations.
  • The fourth case study deconstructs the risk management culture, behavior and practices which actually occurred prior to and during the 2007-8 financial crisis, requiring participants to assess the causes and consequences of actions and attitudes which resulted in dramatically different outcomes.

Workshop Tools

  • The participant version of the relevant case study will be handed out at the beginning of each of the four sessions. After a brief overview by the instructor, participants will discuss in break-out groups the case study background and what actions they recommend.
  • Each group will then share its recommendations with the class, followed by the instructor’s explanation of the most suitable recommendations.
  • Participants will receive a copy of the instructor version of each case study at the end of the workshop.

 


Additional Notes

We suggest that you register on-line for quick registration as soon as possible since registration is limited. If you are mailing us a check or doing a bank transfer, you need to fax us a copy of the registration form in order to hold your seat in the program. Registration is not guaranteed until we receive payment. If you wish to participate in a RIMS course, the registration fee needs to be received by RIMS before the first day of the course.

If you register by mailing a check or doing a bank transfer, you will be accepted as long as the program is not sold out when we receive your payment.

Cancellations and Refunds

RIMS reserves the right to cancel a course if conditions warrant. In the event of such a cancellation, registration fees will be refunded.

All requests for refunds or changes must be submitted in writing to RIMS at PD@RIMS.org. Registrants who cancel 15 business days or more prior to the start of the workshop can receive a credit to attend another workshop with the same duration and cost within three months.

You may cancel your registration at any time by emailing PD@RIMS.org. Cancellations received more than 30 days prior to the start of the event will receive a 100% refund. Cancellations received 15 to 30 days prior to the start of the event will receive a 50% refund. No refunds will be provided for cancellations received less than 15 days prior to the event. No refunds will be issued after the event. All refunds will be refunded to your original method of payment. Registrations may not be shared but may be transferred at no cost up to 15 days prior to the start of the event with notification to PD@RIMS.org.