DCG Annual Balance Sheet Management Conference

The 34th annual DCG Balance Sheet Management Conference will be held on June 11th and 12th, 2018 at the Marriott Long Wharf Hotel in Boston, MA. This year’s conference will include a complete track dedicated to Model Risk Management & Validation, as well as an exclusive track for Credit Unions. Please check back soon for additional session and speaker information.

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.

The DCG Balance Sheet Management Conference focuses on helping banks and credit unions of all sizes to better manage and improve their financial performance.

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2018 Conference Highlights

Keynote Speaker

Monday will feature a general session with Afterburner, a global management training and consulting firm, rare in the fact that they are entirely comprised of elite military professionals, such as fighter pilots, Navy SEALs and Special Ops members. Their speakers will teach you a continuous improvement methodology called Flawless Execution – a process and performance model that was born and bred by proven military practices.

Economist

Leading off Tuesday’s program will be a general session conducted by Chris Low, chief economist for FTN Financial. Chris has more than 25 years’ experience tracking US and global economies, financial markets, central banks and fiscal policy, as well as six years’ experience as a money manager, giving him a unique ability to distill economic events into information useful to investors.

2017 Brochure
2017 Agenda
CPE Information

2017 Conference Sessions & Speakers

M&A from a Buyer’s and Seller’s Perspective
     Fred Price – Sandler O’Neill + Partners, L.P.

The Ins and Outs of Succession Planning
     Keith Hughey – J. Keith Hughey Company

Funding Strategy & Game Planning
     Jeff Reynolds – Darling Consulting Group

Credit Union ALM Strategies in a Fed Tightening Cycle
     Frank Farone – Darling Consulting Group

Strategic Benefits of Capital Planning & Credit Stress Testing
     Steve Boselli & Vinny Clevenger – Darling Consulting Group

New Hedge Accounting Standard Overview and Impact on Financial Institutions
     Eri Panoti & David Sweeney  – Chatham Financial

Municipal Market – Current Status and Dynamics
     Thomas Doe – Municipal Market Analytics, Inc.

The Power of Data Analytics
     Joe Kennerson & Billy Guthrie – Darling Consulting Group

Buying & Selling Branches and Deposits: Which Deals Make Sense?
     Aaron DiRusso – Raymond James

Bond Portfolio Management in a Changing Interest Rate Environment
     Andre De Araujo Jorge & John Fielding Myers – Raymond James

Capital Strategies for Community Banks
     Josh Siegel – StoneCastle Partners, LLC

CECL or “How I Learned to Stop Worrying and Love a New ALLL Model”
     Deb Evans – Bay Banks of Virginia, Inc. & Sam Chen – Darling Consulting Group

Model Risk Management & Validation Track

Preparing for $10 Billion and Beyond
     Drew Boecher & Brett Aitken – Darling Consulting Group

Optimizing DFAST Modeling (Panel)
     Brennan Comfort – Wesbanco, Ty Lambert – Bancorp South and Drew Boecher – DCG

Model Risk Management – Practitioners’ Insights
     John Perez – Webster Bank & Mike Guglielmo – Darling Consulting Group

Best Practices for Building Accurate Models
     Sam Chen & Joe Montalbano – Darling Consulting Group

Expanding Role of the ALM Model (Panel)
    Jerry Clark – ZM Financial Systems, Grant Empson – BancWare & Chris Maclin – Empyrean  

Effective Challenge – Beyond the Validation
     Mike Guglielmo & Andy Mitchell – Darling Consulting Group

Fun with Statistics – Whate Executives and Non-Statisticians Need to Know
     Sam Chen – Darling Consulting Group

Capitalizing on Stress Testing and Gaining Strategic Advantage
     Mike Guglielmo & Joe Montalbano – Darling Consulting Group

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2017 Agenda

The wide range of educational sessions and interactive forums, from basic through advanced, was 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 had 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.

Questions?

Feedback from 2017 Conference

“Terrific conference – well organized, with knowledgeable speakers addressing relevant topics.”

“An absolutely fantastic conference. I am so happy to have attended and be able to share everything I took away from the conference with my institution!”

“Thank you all for what you do to put on one of the best conferences there is, bar none! You all are the best!”


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: www.nasbaregistry.org.