DCG Annual Balance Sheet Management Conference

(including Model Risk Management & Validation Track)

The 32nd annual DCG Balance Sheet Management Conference will be held on Monday and Tuesday, June 6th and 7th, 2016 at the Marriott Long Wharf Hotel in Boston, MA.

Sponsored by Darling Consulting Group, this industry-leading conference features educational sessions and interactive forums on a wide range of asset/liability and funds management issues. There is also a track devoted to building and maintaining an effective model risk management process.

Timely sessions on leadership, sales culture and the digital consumer and cybersecurity are included in this year’s program.

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

2016 Agenda
2016 Brochure

2016 Conference Highlights

Keynote Speaker

Dennis Snow - headshotMonday will feature a general session with Dennis Snow, whose customer service abilities were honed over 20 years with the Walt Disney World Company. There, he developed his passion for service excellence and the experience he brings to the worldwide speaking and consulting he does today.



Leading off Tuesday’s program will be 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.


Conference Sessions & Speakers

Understanding the Evolution of the “Digital Consumer” for Community Bankers
     Eric Cook – WSI

How Operational Risk Management Helps You Do Everything Better in a Cyber World
     Michael Cohn – Wolf & Company, P.C.

Trends in Community Bank Valuations and M&A
     Bob Walters – The Bank Advisory Group

Creating the High Performing Portfolio in a Low Yield World
     Will Taylor – Vining Sparks

Derivatives: Practical Applications for Improving Earnings while Managing Risk
     Frank Farone – Darling Consulting Group

From a Position of Disadvantage I Will Steal Your Customer in 40 Seconds
     Rollie Tillman III – PrecisionLender

All Roads Lead to the Capital Plan
     Steve Boselli & Vinny Clevenger – Darling Consulting Group

Five Areas Where Most Long-Term Plans Fall Short
     Keith Hughey – J. Keith Hughey Company

Leveraging Data to Drive Deposit Strategy
     Phil Hudson – Aspen Consulting & Justin Bakst – Darling Consulting Group

Building and Implementing a Successful Sales Culture
     Matt Johnston – Red Rock Strategic Partners and Red Rock Advisors

A Practical Approach to Developing a Cyber Security Strategy
     John DeMauro – Practical Security Solutions

Driving Effective Decision Making at ALCO while Managing Regulatory Expectations for Credit Unions
     Frank Farone – Darling Consulting Group

Model Risk Management & Validation Track

Next Level Model Risk Management
     Michael Guglielmo & Drew Boecher – Darling Consulting Group

Making Data Your Strategic Ally
     Sam Chen & Joe Montalbano – Darling Consulting Group

Best Practices for Building Accurate Models
     Ty Lambert – BancorpSouth & Sam Chen – Darling Consulting Group

Expanding Role of the ALM Model
     Grant Empson – FIS Risk and Performance (BancWare)

Leading Approaches in Liquidity Forecasting and Stress Testing
     Judi Kenney & Tim Daniels – Darling Consulting Group

Managing Critical Modeling Assumptions in a Multi-Model Environment
     Brett Aitken & Andrew Mitchell – Darling Consulting Group

Evolving Roles and Responsibilities of Model Managers
     Michael Guglielmo & Brian Hershberger – Darling Consulting Group

Optimizing DFAST Modeling
     DFAST Panel

2016 Agenda
2016 Brochure

The wide range of educational sessions and interactive forums, from basic through advanced, are designed to generate timely, comprehensive and lively discussion about the asset/liability and funds management process, as well as an array of other risk management and leadership topics. There is also a peer group session to network and exchange ideas with similar-sized institutions.

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

Additionally, we have added a separate track devoted to the area of model risk management. These sessions will offer valuable insights on the challenges of building and maintaining an effective model risk management process, including advanced modeling activities such as DFAST/credit stress testing. This track is designed for risk management professionals including Chief Risk Officers, Risk Managers (Model Risk Managers and ERM Managers), Model Developers, Model Users, Model Validators and Internal Auditors.

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.


The 2016 Conference agenda will be available soon.

Download the 2015 Conference agenda

Feedback from 2015 Conference

“This is my first 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. 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!”

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.