(including Model Risk Management & Validation Track)
The 32nd annual DCG Balance Sheet Management Conference was 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 featured educational sessions and interactive forums on a wide range of asset/liability and funds management issues. There was 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 were included in the 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
Monday featured 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 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.
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
The wide range of educational sessions and interactive forums, from basic through advanced, were 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 was 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 added a separate track devoted to the area of model risk management. These sessions offered 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 was 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.
Feedback from 2016 Conference
“The DCG team demonstrates a well-run, organized company whose purpose is to make Balance Sheet Management easy to understand.”
“I think Darling has the formula down for a well-run conference on Balance Sheet Management.”
“DCG did a great job with their 32nd [annual] conference.”
“Conference was wonderful. All the sessions that I attended were well planned and delivered.”
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.