For the past 10 years, Dave Wicklund has used his extensive regulatory expertise and teaching experience to guide both Plansmith and non-Plansmith clients. He has authored numerous articles, whitepapers, and blogs on interest rate risk (IRR) and liquidity management and provides training to regulators, trade groups, and financial institution managers. Dave oversees Plansmith’s efforts to provide advisory services in the areas of IRR model outsourcing, assumption development, ALM Policy review, contingency funding planning, capital planning and stress testing, and ALCO participation.
Prior to joining Plansmith, Dave spent over 20 years at the FDIC as a Senior Bank Examiner and Capital Markets Subject Matter Expert. He co-developed and served as a course instructor for the FDIC's Asset/Liability Management School, developed and led train-the-trainer sessions for the FDIC's Evaluating IRR Models training course, instructed at the Federal Reserve Board of Chicago's Asset/Liability Management Lab, and served as Examiner-in-Charge of numerous bank examinations.