Loading…

Latest from the BSA

  • Event:
  • Prudential Regulation

Treasury Risk and Balance Sheet Management

We offer two tiers of treasury management training for BSA Members, Associates and Non-members. The courses, run in conjunction with BSA Associate King & Shaxson, will be repeated throughout the year and places for each course are to be booked individually via the booking form on the relevant event page: An introduction to treasury management Treasury risk and balance sheet management (see below for details) The objective of this course is to provide an overview of the financial and balance sheet risks a building society faces as a consequence of being a mortgage lender. We will consider all key risks including liquidity, interest rate risk, credit risk and operational risks, and the regulation and governance that goes with it. We will also examine the role of board governance and the relevant committees, especially the Asset and Liabilities Committee.  Aimed at: The course is either a follow-on from the introductory course, or for those who already have some treasury/balance sheet management understanding and want a deeper understanding of the balance sheet impacts of the risks. Topics covered:                                                            Governance framework Committees and key responsibilities     - ALCO, EXCO, risk committee, Board oversight The current liquidity framework     - ILAAP and liquidity risk management     - Survival days, risk appetite, LCR, PRA 110 and NSFR     - Bank of England facilities Measuring and managing credit risk     - Credit rating agencies and the ratings framework     - Counterparty assessment and limits     - Monitoring and reporting framework Measuring and monitoring operational risk     - Key controls, front office, middle office, back office ALCO monitoring and what to expect in an ALCO pack Measuring and monitoring financial risk     Balance sheet risks     - Interest rate risk, GAP sensitivity, basis risk and hedging exposures     - Value at risk, interest rate sensitivity and earnings at risk (Registration closes at 17:00 on Friday, 29 May 2026) Cancellation policy "Excellent.  Well presented by an industry expert.  " "Would recommend, whether it’s someone with previous experience of the sector or not.  It reinforces the previous introductory course which in itself is useful but takes it a stage further." "Brilliant training – good course material brought to life by Dean.  Pitched at the right level" "Dean has kaleidoscopic understanding of the topic and is a lively and engaging presenter" (Delegate feedback from our previous courses)
03 Jun 26
  • Event:
  • Prudential Regulation

An Introduction to Treasury Management

We offer two tiers of treasury management training for BSA Members, Associates and Non-members. The courses, run in conjunction with BSA Associate King & Shaxson, will be repeated throughout the year and places for each course are to be booked individually via the booking form on the relevant event page: An introduction to treasury management (see below for details) Treasury risk and balance sheet management The objective of this course is to introduce participants to treasury management.    It provides an overview of treasury operations within financial services, more specifically within building societies and within the regulatory environment. Following this there is an in-depth study of treasury operations, focussing on liquidity, wholesale funding, credit risk and financial risk. This course assumes no Treasury or balance sheet management experience and is aimed at those who would like to understand where Treasury fits into the business, de-bunk the jargon and understand the external forces at work. For those wishing to further improve their knowledge and understanding, they can attend the Treasury Risk course, 3-6 months later, once they've had a chance to go back to their society and familiarise themselves with the societies Treasury and balance sheet operations. Who should attend? The course will be of interest to non-executive directors, senior management, risk officers/managers new to the building society world, those in related areas who require some background treasury knowledge, as well as those who have recently started work in the treasury function.  It may be of particular relevance as societies are looking at their treasury operations in light of the expected retirement of the Sourcebook (PRA SS20/15) in 2026 as societies will look to set and manage their own limits, including for treasury and financial risk. (Registration closes at 17:00 on Thursday, 28 May 2026) Cancellation policy "Informative and well delivered introduction to treasury which has left me hungry for more." "I would definitely recommend this course to anybody within the building society industry who would like to develop their knowledge in treasury" "Great relaxed feel, real life examples which brought subject matter to life." "Excellent course, enough detail without being overwhelming.  Well presented and explained."  (Delegate feedback from our previous courses)
02 Jun 26
  • Event

Momentum in the Market: Junior Subordinated Capital for Mutuals

A free webinar hosted by Allia C&C Building societies represent more than £36bn of publicly listed securities and private placements, issued across a broad spectrum of capital instruments - from covered bonds and senior unsecured debt to Tier 2, Core Capital Deferred Shares (CCDS) and legacy PIBS. Despite this scale and sophistication, the sector is often under-researched and, at times, misunderstood by investors. As a highly regulated and systemically important part of the UK financial infrastructure, building societies play a critical role in the residential mortgage and retail savings markets. Their mutual ownership model, conservative risk profile and strong regulatory oversight create a distinctive credit story - particularly in the context of subordinated and junior capital. Against a backdrop of improving market pricing and renewed investor appetite for subordinated financial debt, this webinar will examine: The current state of the junior capital market for UK building societies Structures available, including CCDS, Tier 2 and other subordinated formats Investor demand and sentiment across public and private markets Key structural and regulatory factors influencing issuance strategy Ecology Building Society’s experience raising CCDS Drawing on Allia C&C’s experience advising on CCDS, Tier 2 and legacy PIBS transactions, we will provide practical insights into how societies can position themselves effectively in today’s market environment. Allia C&C As part of the Allia charity group, we’re a financial services firm tasked to make a difference to charities and other impact organisations.
19 Mar 26

Hot topics

Quick links to some of the most useful areas on the site together with the key issues we are currently involved with on behalf of our members..
Find out more

Latest Events

Knowledge sharing and educational events for building societies that increase awareness of business issues and provide the tools and skills that industry professionals need to develop their roles. Many of our events are open to other mortgage lenders and product providers.
View all events

Over 25million

members served by our sector

The voice for 49

UK Building Societies & Credit Unions

6 savers for every borrower

£385 billion

held by Building Societies in residential mortgages

Championing and supporting its Members, since 1869

Find out more Search

Meet our Members...

We represent all 42 UK building societies, together with some of the larger credit unions
View all our members
Housing and mortgages for a changing society
Society Matters magazine

Housing and mortgages for a changing society

Society Matters: Winter 2025

As we approach the end of 2025, we can reflect on a busy and fruitful year, including some welcome mortgage regulatory changes. This edition of Society Matters has a timely focus on housing and mortga...
Find out more

Keep in touch

Register to receive email alerts for the latest BSA content.
Connect with us on LinkedIn