DCG Annual Balance Sheet Management Conference

The 31st annual DCG Balance Sheet Management Conference was held on Monday and Tuesday, June 1st and 2nd, 2015 at the Marriott Long Wharf Hotel in Boston, MA.

Sponsored by Darling Consulting Group, this industry-leading conference featured educational sessions and interactive forums on a wide range of asset/liability and funds management issues.

The dates for the 32nd annual Balance Sheet Management Conference are June 6th and 7th, 2016 in Boston.

Download the 2015 Conference brochure

Download the 2015 Conference agenda

2015 Conference Highlights

Keynote Speaker

Monday featured a general session with Steven S. Little, a much sought after expert on the subject of business growth and the future of opportunity. As a former president of three fast-growth companies, he now advises thousands of leaders of growing organizations and communities each year. For over ten years, Steve was also a senior consultant for Inc. magazine and is the author of several best-selling books, including “The Milkshake Moment: Overcoming Stupid Systems, Pointless Policies and Muddled Management to Realize Real Growth.” He also regularly speaks for some of the world’s leading organizations and over 80 chambers of commerce.

Steve is a graduate of Miami University and has studied at The Institute for Management Development in Lausanne, Switzerland and The University of Houston’s Future Studies Program. Steve and his family live in Wilmington, NC and Merida, Mexico.


Leading off Tuesday’s program was a general session conducted by Dr. Chris Kuehl, a managing director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations – Fabricators and Manufacturers Association, National Association of Credit Management, Finance, Credit and International Business and the Business Information Industry Association. He is also the economic analyst for several state accounting societies – Missouri, Kentucky, Tennessee and Kansas.

Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years – teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees in economics, Soviet studies and East Asian studies.

Chris is the author of Business Intelligence Briefs and Executive Intelligence Briefs – both publications from Armada. He is also responsible for the Credit Manager’s Index from NACM and Fabrinomics from the FMA.

Sessions were presented by DCG principals and managing directors, as well as many other notable banking experts.

The DCG Balance Sheet Management Conference focuses on helping banks, thrifts and credit unions of all sizes to manage and improve their financial performance.

A wide range of educational sessions and interactive forums, ranging from basic through advanced, are designed to generate comprehensive and lively discussion about the asset/liability and funds management process.

Directors, CEOs, CFOs, senior management and analysts from community financial institutions benefit from this popular Group-Live educational program.

Conference attendees are eligible for up to 13 CPE credits in the following fields of study: business management and organization, economics, finance and management advisory services. No prerequisite and/or advanced preparation is required, and clients and non-clients are welcome.

2015 Conference Sessions & Speakers

Funding Extensions: Comparing the Alternatives (Cash vs. Swaps vs. Caps)
Bob Newman & David Sweeney – Chatham Financial
Beyond Traditional Investments
Tory Houriet – Fixed Income Capital Partners, LLC
Investment Portfolio Management and Strategic Considerations during Unprecedented Times
Larry Miele – Wells Fargo Advisors, LLC
What Is the NIST Cybersecurity Framework and Why Does It Matter to You?
Alex Hernandez – Praesidio
M & A from Buyers’ & Sellers’ Perspectives
Fred D. Price – Sandler O’Neill
Having the Title Doesn’t Mean You’re a Leader
Keith Hughey – JMFA
Residential Mortgages: A View from Washington
Phillip Millman – Federal Housing Finance Agency (FHFA)
Deposit Intelligence in a World of Uncertainty
    Jon Almeida, Justin Bakst & Steve Boselli – DCG
All Roads Lead to the Capital Plan
Vinny Clevenger & Michael Guglielmo – DCG
What Does Your Cell Phone Look Like…A Step by Step Guide to Organic Growth
Matt Johnston – Red Rock Strategic Partners
Secondary Market for Whole Loans
William F. Looney III – DebtX
Residential Mortgage Strategy: Opportunities & Realities
Peter J. Taglia, CPA, CGMA, CMB – FTN Financial
Capital Strategies for Community Banks
Josh Siegel – StoneCastle

Feedback from the 2015 Conference

“This is my 1st time attending the Darling Conference. It was a great educational and learning experience. I was impressed at how well organized the Conference was in accommodating all who attended.”

“Great conference. I learned a great deal of new things to take home. Will definitely be back.”

“Quality of each session attended was outstanding.”

“Excellent conference this year. Speakers were great and it was great to see/meet the DCG team.”

“Great job as always by the entire DCG staff. This type of seminar takes a great deal of time and effort and you make it seem so easy!”

“First time attendee. Very good conference. Thank you!”

“Great conference! Look forward to next year!”

Darling Consulting Group, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.learningmarket.org.

REGISTRATION: Early registration for the Balance Sheet Management Conference begins in January each year, allowing interested individuals to reserve a place before full registration begins in March. Space is limited, and the conference is sold out every year. Information is available year-round on the “DCG Conference” page of the DCG website at www.darlingconsulting.com.

CANCELLATIONS: Conference registration fees are refundable only for cancellations received in writing by May 15th. No refunds will be made after this date. Prior to May 15th, refunds are subject to a $100 cancellation fee. Substitutions may be made at any time; please advise us in advance. For more information regarding refund and/or program cancellation policies or other concerns, please contact our conference staff at conference@darlingconsulting.com or by calling 978-463-0400.