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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Banking & Financial Services
Asset and Liability Committee Practice
Duration
3 Days
Delivery
In-house, public or online
From
R13,000 per delegate
Certificate
On completion
Course overview
The committee that balances funding against lending decides how much risk the balance sheet carries. This course covers what the committee must see, decide and record.
What you will be able to do
- Explain the committee's mandate and its limits
- Read the balance sheet through a risk lens
- Interpret gap, duration and liquidity reporting
- Set and monitor limits on rate and liquidity risk
- Decide on pricing and funding strategy
- Record decisions so they can be defended later
Who should attend
- Committee members and secretaries
- Treasury and finance professionals
- Risk managers in financial institutions
- Internal auditors covering balance sheet risk
Course outline
01
What the committee is accountable for
02
Reading the balance sheet through a risk lens
03
Gap analysis, duration and repricing reporting
04
Liquidity metrics and early warning indicators
05
Limits, tolerances and breach escalation
06
Pricing, funding strategy and transfer pricing decisions
07
Papers, minutes and defensible decision records
Upcoming public sessions
| Dates | Venue | Duration | Fee per delegate |
|---|---|---|---|
| 2 to 4 Nov 2026 | Durban | 3 Days | R13,000 |
| 16 to 18 Nov 2026 | Cape Town | 3 Days | R13,000 |
| 30 Nov to 2 Dec 2026 | Johannesburg | 3 Days | R13,000 |
| 11 to 13 Jan 2027 | London | 3 Days | US$1,500 |
| 1 to 3 Mar 2027 | Dubai | 3 Days | US$1,500 |
| 10 to 12 May 2027 | Pretoria | 3 Days | R13,000 |
| 5 to 7 Jul 2027 | Durban | 3 Days | R13,000 |
Fees exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote
Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.
EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673 · training@eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za