DCG Annual Balance Sheet Management Conference

The 31st annual DCG Balance Sheet Management Conference will be 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.

Download the 2014 Conference brochure

Download the 2014 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 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. No prerequisite and/or advanced preparation is required, and clients and non-clients are welcome.

2014 Conference Highlights

Keynote Speakers

Monday featured a general session with Camden R. Fine, president and CEO of the Independent Community Bankers of America® (ICBA), a national trade association representing the interests of nearly 7,000 community banks of all sizes and charter types. ICBA has member banks in every state and territory in the United States.

Mr. Fine has been a passionate advocate for community bank issues for more than 20 years and has been featured and had opinion pieces published in The Wall Street Journal, The Washington Post, The New York Times, USA Today, Politico and The Hill newspapers. He has made numerous appearances as a guest host on CNBC’s “Squawk Box” and has been featured on CNN, MSNBC, Fox Business News, Bloomberg Television, PBS and NPR.

Mr. Fine has been recognized by The Hill newspaper and CEO Update as one of Washington, DC’s most effective and influential trade association CEOs and lobbyists for five consecutive years and was most recently named one of the 100 lobbyists to watch in Washington, DC.

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.

2014 Conference Sessions & Speakers

Credit Stress Testing for Community Banks
Peter Cherpack — Ardmore Banking Advisors
Investment Portfolio Management in a Changing Environment
John Crawford — Vining Sparks
Technology Trends Becoming Strategies
Joe Trafton — COCC
There Is More Than One Way to Create Competitive Advantage
Keith Hughey — John M. Floyd & Associates, Inc.
Swaps with Commercial Lending — A Tool Used to Increase Loan Growth, Manage Interest Rate Risk, Generate Fee Income and Provide Customer Value
Jeff Mazur — PNC Capital Markets
Taking Control of Interest Rate Risk with Hedging Strategies: Adding Derivatives to the “Tool Kit”
Clark Maxwell — Chatham Financial Corporation
Bank M&A Environment: Opportunities and Considerations for Buyers, Sellers and “Observers”
Ray Chandonnet and Emmett Daly — Sandler O’Neill + Partners, L.P.
Keys to Driving Organic Growth and Dominating Your Market
    Matt Johnston — Red Rock Strategic Partners
Outlook for Economy and Financial Sector
Mark Vitner — Wells Fargo
Capital Planning and Alternatives
Peter Weinstock — Hunton & Williams, LLP
The Million Dollar Question: How Will the Deposit Landscape Change as Rates Rise?
DCG Representatives
Details Matter: The Hidden Value in the ALCO Process
DCG Representatives
Managing Rising Rate Exposure on Both Sides of the Balance Sheet
Michael Ryan — Morgan Stanley

Feedback from the 2014 Conference

“Topics and information very useful in today’s environment.”

“Great conference. I really enjoyed meeting the DCG team and meeting other banking professionals.”

“Really enjoyed the entire conference. Topics were very good, and important to what we are trying to address within our bank.”

“Appears very organized, minimizes wasted time, maximizes valued exposure to information.”

“This was my first time at the conference and found it to be great. The topics were relevant and presented well.”

“Very informative and helpful!”

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 mid-May. No refunds will be made after this date. Prior to mid-May, 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.