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 when further details and registration will be available.

The 33rd annual DCG Balance Sheet Management Conference was held on Monday and Tuesday, June 5th and 6th, 2017 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.

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

2017 Brochure
2017 Agenda
CPE Information

2017 Conference Highlights

Keynote Speaker

Joe SullivanMonday featured a general session with Joe Sullivan, the CEO and Founder of Market Insights. As a consultant, author and professional speaker with more than 20 years of experience, the themes of growth, organizational alignment and passion can be found throughout Joe’s work.

His company is a consulting firm with expertise in delivery system planning and branch evolution, strategic planning, branding, marketing and culture transformation.


Leading off Tuesday’s program was 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 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

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.


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: www.nasbaregistry.org.