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 have 16 concurrent sessions including our popular core sessions. The conference will also feature a complete track dedicated to model risk management & validation, as well as an exclusive track for credit unions. Please check back soon as we will continue to update this page with additional 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.

2018 Brochure
2018 Agenda
2018 CPE Agenda

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.


Leading off Tuesday’s program will be a general session conducted by Chris Low, chief economist for FTN Financial. Chris has more than 30 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.

2018 Conference Sessions & Speakers

Loan Pricing: Key Ingredients for Improved Earnings Performance
     Robert Ashbaugh – Sageworks

Derivative Strategies: A Real World Balance Sheet Approach
     Frank Farone – Darling Consulting Group

Financial Institution Investing in the Current Cycle
     Larry Miele – Wells Fargo Advisors

Preparing for Your Liquidity Exam – Defending Your Case Profitably
     Bob Lallo & Patrick Ward – Darling Consulting Group

The Renaissance of Analyzing Deposits: Looking Beyond “The Deposit Study”
     Joe Kennerson & Billy Guthrie – Darling Consulting Group

Capital Planning & Credit Stress Testing – Expect the Unexpected
     Steve Boselli – Darling Consulting Group

Buying & Selling Branches and Deposits: Which Deals Make Sense?
     Steve Egli – Raymond James

Washington Update and Implications for Banking Industry
     Wayne Abernathy – ABA

How Banks Should Make the Decision to Sell or Buy
     Peter Weinstock – Hunton & Williams LLP

Managing Interest Rate Risk with Derivatives: A Practical Implementation Guide
     Todd Cuppia & Eri Panoti – Chatham Financial

Financial Institution Alert:  Illiquid Investments
     Will Taylor – Vining Sparks IBG, LP

Managing Millennials
     Keith Hughey – J. Keith Hughey Company

Core Sessions

Risk/Return Trade-Offs in Balance Sheet Management
     Jeff Reynolds – Darling Consulting Group

Measuring and Managing Liquidity
    Keri Crooks – Darling Consulting Group

Measuring and Managing Interest Rate Risk
    Darnell Canada – Darling Consulting Group

Developing & Documenting Balance Sheet Management Strategies (including Case Studies)
    Mark Haberland & Keith Reagan – Darling Consulting Group
    Mike Carney & Vinny Clevenger – Darling Consulting Group

Model Risk Management & Validation Track

To $10B and Beyond: Lessons Learned in Modeling, MRM and Stress Testing
     Drew Boecher – Darling Consulting Group

The New Era of Data Management: Facts vs. Hype
     Joe Montalbano – Darling Consulting Group

Communicate with Your Quants: Statistics for Bankers and Executives
     Sam Chen – Darling Consulting Group

CECL: A Practitioner’s Research and Development Journey
     Ty Lambert – BancorpSouth & Bond Caldaro – FIS

Winning Model Documentation
     Mike Guglielmo – Darling Consulting Group

Next Generation ALM Modeling: Vendor Insights (Panel)
    Jerry Clark – ZM Financial Systems, Grant Empson – BancWare & Chris Maclin – Empyrean  

Ace Your Next Model Validation: Best Practices and Key Mistakes to Avoid
     Brett Aitken & Andrew Mitchell – Darling Consulting Group

The Future Is Now: Capitalizing on Stress Testing for Strategic and Financial Performance
     Mike Guglielmo – Darling Consulting Group

Credit Union Track

NCUA – An Inside Perspective on Topical ALM Issues
     Owen Cole – NCUA

Mortgage Assets – Uncovering the True Risks in Managing This Asset Class
     Frank Farone – Darling Consulting Group

Liquidity Management – The Secrets to Successful Funding Diversification
     Keri Crooks – Darling Consulting Group

Capital Stress Testing – Checklist Item? No, an Effective Tool for Planning
     Steve Boselli – Darling Consulting Group

Strategy Development – Motivating Action from Your Risk Analysis
     Frank Farone – Darling Consulting Group

NCUA – An Inside Perspective on Long-Term Strategic Issues
     Owen Cole – NCUA


The wide range of educational sessions and interactive forums, from basic through advanced, is 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 will also be 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.

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 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.