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

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.