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 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 Topics

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

  • Core sessions:
    • Risk-return trade-offs in balance sheet management
    • Measuring & managing liquidity risk
    • Measuring & managing interest rate risk
    • Developing & documenting balance sheet strategies
    • Current market balance sheet management strategies (case studies)
  • Loan pricing discipline & strategy
  • Creating a high-performing investment portfolio
  • Leveraging data to drive deposit strategy
  • Effective capital planning
  • Outlook for and dynamics of merger & acquisition environment
  • Managing regulatory expectations
  • Understanding and managing the “digital consumer”
  • Building and implementing a successful sales culture
  • Cybersecurity
  • And more…

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 brochure and agenda will be available soon.

Download the 2015 Conference brochure

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.