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Santa Ana, CA|Oct 9, 2024

Community Bank Director Workshop: Capital Markets

This half-day workshop combines lectures, discussions, and exercises designed specifically for directors and senior management of national community banks and federal savings associations to:

  • Better understand balance sheet management risks such as interest rate risk, liquidity risk, and risks associated with the investment portfolio.
  • Increase familiarity with quantifying short- and long-term balance sheet risks related to both assets and liabilities.
  • Learn about risk measurement tools such as the interest rate risk model, liquidity contingency funding plan, and risks associated with the investment portfolio.
  • Enhance understanding of the OCC’s approach to assessing the Sensitivity to Market Risk (S) and Liquidity (L) component ratings as well as the liquidity risk and interest rate risk assessments.


To register visit our registration page.

  • Upon verification of eligibility, you will receive an email within three business days of receipt of your application with payment instructions. You will then have five business days to make payment.
  • For in-person workshops, please do not make hotel reservations until your registration has been confirmed. When making a hotel reservation, please mention "OCC Bank Director Workshop" to receive the negotiated rate in select cities.
  • You can apply for multiple workshops at one time.
  • If a workshop reaches capacity, a wait list will be opened. We will contact you via email should space become available.


Date and Time
October 9, 2024
8:00 a.m. – 12:00 p.m.



(202) 649-6490 or

This event is part of:

Series: Community Bank Director Workshops