DCG Annual Balance Sheet Management Conference

The 29th annual DCG Balance Sheet Management Conference was held on Monday, June 3rd and Tuesday, June 4th, 2013 at the Marriott Long Wharf Hotel in Boston.

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.

Download the 2013 Conference brochure

Download the 2013 Conference agenda

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

The DCG Balance Sheet Management Conference focused 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, were 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 were able to benefit from this popular Group-Live educational program.

Conference attendees were eligible for up to 13 CPE credits. No prerequisite and/or advanced preparation was required, and clients and non-clients were welcome.

Conference Highlights

Keynote Speakers

We were pleased to welcome back William M. Isaac for Monday’s general session. Mr. Isaac led the FDIC during the banking and S&L crises of the 1980s and is an outspoken critic of the manner in which the government handled the financial crisis of 2008-2009. He is also deeply concerned about current fiscal, monetary and regulatory policies and the adverse affect they are having on the economy. He shared his insights on the state of the banking industry, the political leadership chasm in Washington and what the future may hold in terms of fiscal, monetary and regulatory policies.

Mr. Isaac is Global Head of Financial Institutions for FTI Consulting, Chairman of Fifth Third Bancorp, and author of Senseless Panic: How Washington Failed America.

Leading off Tuesday’s program was a general session conducted by Mark Vitner, managing director and senior economist at Wells Fargo, who is responsible for tracking U.S. and regional economic trends. Based in Charlotte, NC, he also writes for the company’s Monthly Economic Outlook report, the Weekly Economic & Financial Commentary and provides regular updates on the housing markets, commercial real estate, regional economies and inflation.

Mr. Vitner joined Wachovia (then First Union) in 1993. Before that, he spent nine years as an economist for Barnett Banks in Jacksonville, FL.

Mr. Vitner’s commentary has been featured in the New York Times, Wall Street Journal, Bloomberg and many other publications.

Conference Sessions & Speakers

Let’s Get Banking and America Going Again
William M. Isaac — FTI Consulting
Compliance Management Systems, Third-Party Risk and UDAAP
Peter Weinstock — Hunton & Williams
Maximizing Investment Returns in a No Return Market
Craig Dismuke — Vining Sparks IBG
Opportunities and Challenges for Community Banks and Impact on Bank Valuations
Robert L. Walters — The Bank Advisory Group
Managing Your Income Statement While Living in the Land of Oz
Jan Southern — John M. Floyd & Associates
ERM Outlook and Trends
Drew Boecher & Michael Guglielmo — Darling Consulting Group
The Success Paradox
J. Keith Hughey — John M. Floyd & Associates
Stress Testing
    Jeff Brown — Promontory Financial Group, LLC
Hedging Strategies (Including Deposit Hedging!) to Protect Against Rising Rates
Clark Maxwell & Bob Newman — Chatham Financial Corporation
Are You Afraid of Making Fixed-Rate Commercial Loans in the Current Low-Rate Environment?
Amber L. Salvi, CPA — PNC Capital Markets
Managing Municipal Credit Risk with Confidence
Robert Donahue and Matt Fabian — Municipal Market Advisors
Loan Purchases for the Balance Sheet
Jack Broeren — PNC Capital Markets
Representative — Admirals Bank
George Darling — Darling Consulting Group
2013 Economic Outlook
Mark Vitner — Wells Fargo Securities, LLC
Investing in a Near 0% Interest Rate Environment
Richard S. Berg — Performance Trust Capital Partners, LLC

Feedback from the 2012 Conference

“Great program. Speakers were very good. Topics were very relevant.”

“DCG brings a temendous amount of energy to AL management. Sometimes I forget how exciting AL management is; coming to this conference and working with DCG re-energizes me and reminds me how cool it all is. You deserve to be proud of the work you do.”

“Great as always!”

“Always come away with a couple of good ideas. Topics very relevant to today’s economic environment.”

“Really enjoyed my first DCG conference and the many staff from DCG.”


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.