Balance Sheet Strategies for Highly Uncertain Times (Philadelphia, PA)

Philadelphia, PA Nov 17, 2022

Joe Kennerson

Managing Director

Darling Consulting Group

Joe is a Managing Director at Darling Consulting Group. In this capacity, he works directly with financial institutions by providing solutions for their asset liability management process in the areas of interest rate risk, liquidity risk management, ALM modeling, regulatory compliance and executive-level education. He is a frequent speaker and author and directly advises clients in all aspects of ALM.

Jeff Croteau

Account Manager

Darling Consulting Group

Jeff is an Account Manager at Darling Consulting Group, where he assists financial institution executives in strengthening their asset liability management (ALM) process. In this role, he provides custom solutions for managing interest rate risk, liquidity risk, and capital. Jeff is also knowledgeable in the areas of deposit strategies, regulatory compliance, and executive-level education.

Balance Sheet Management Strategies for Highly Uncertain Times


Join Darling Consulting Group for breakfast and hear from peer firms at this signature complimentary regional event at the Philadelphia Marriott Downtown.


Earlier in 2022, most institutions benefited from a steeper yield curve and lagging deposit rate increases. With the yield curve inverting and the Fed Funds rate heading to 4%, that storyline has quickly evaporated. As deposit rate increases intensify, so does the risk of cannibalization. Loan competition and elevated liquidity levels have dampened the benefit to loan yields, causing margin to come under pressure. It is time to prepare for what could be a challenging 2023 and beyond.


In this timely discussion, DCG Managing Director Joe Kennerson will share important insights and strategy considerations to address many of the key questions that are top of mind for financial executives today.


Topics will include:

  • Managing deposits effectively in a rising rate cycle: DCG will share valuable deposit analyses and forecasting from the Deposits360°® client base for insight to better manage your deposit base

  • Loan pricing techniques and considerations

  • Investment strategies to consider and avoid: pre-investment and leverage opportunities

  • Wholesale funding strategies & derivatives explored

  • High performing ALCOs: What separates the best from the rest?

  • What’s on YOUR mind?


Agenda

  8:00 - 8:45   Complimentary breakfast and registration

  8:45 - 10:15  Discussion

10:15 - 10:30  Coffee break

10:30 - 12:00  Discussion


We hope to see you at this complimentary, CPE credit-eligible discussion. Parking validation stickers will be available for attendees. Register early – space is limited.

Philadelphia Marriott Downtown

1201 Market Street 

Philadelphia, PA 19107 

(215) 625-2900