DCG Annual Balance Sheet & Model Risk Management Conference

DCG Annual Balance Sheet & Model Risk Management Conference

Due to circumstances out of our control, we are deeply disappointed to announce that our 36th Annual Balance Sheet & Model Risk Management Conference is cancelled. We are already working on a complimentary offering of a webinar version of the Conference on the same dates, and hope you will participate.

Our decision was forced by yesterday’s announcement by our Conference hotel that it is closing after its consultation with the Boston Public Health Commission and “in the interest of public health.” Clearly, the hotel cannot commit to a reopening schedule, and concerns will linger for a while about the safety of its guests upon reopening. Accordingly, adherence to our corporate values and our concern for the welfare of our attendees (and their families), speakers, and employees necessitates that the Conference be cancelled.

All paid registration fees will be refunded over the next few weeks. Be sure to cancel any other reservations, including hotel reservations, you have made in conjunction with the Conference. We will be sending you information regarding the webinar format/schedule and hope to see you at our 37th annual Conference on June 6-8, 2021.

Please do not hesitate to reach out to us if you have any questions, or if we can be of any assistance in these turbulent times. We are here to help.

The 36th annual DCG Balance Sheet & Model Risk Management Conference will be held on June 1st and 2nd, 2020 at the Boston Marriott Long Wharf.

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 2020 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.

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

Check back soon for the 2020 DCG Conference Brochure, Schedule, and session updates.

2020 Bank Brochure
2020 Credit Union Brochure
2020 Schedule
2020 CPE Schedule

2020 Conference Highlights

Keynote Speaker

Monday will feature a general session with Shep Hyken, a customer service and experience expert and the Chief Amazement Officer of Shepard Presentations. He is a New York Times and Wall Street Journal best-selling author and has been inducted into the National Speakers Association Hall of Fame for lifetime achievement in the speaking profession. Shep works with companies and organizations who want to build loyal relationships with their customers and employees. His articles have been read in hundreds of publications, and he is the author of Moments of Magic®, The Loyal Customer, The Cult of the Customer, The Amazement Revolution, Amaze Every Customer Every Time, Be Amazing or Go Home, and The Convenience Revolution. He is also the creator of The Customer Focus™, a customer service training program which helps clients develop a customer service culture and loyalty mindset.


Leading off Tuesday’s program will be a general session conducted by Dr. Chris Kuehl, a managing director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations.



2020 Conference Topics

Derivatives: Strategic Opportunities in the Current Rate Environment
     Frank Farone – Darling Consulting Group

Liquidity Risk Management: Fortifying Your Risk Identification and Assessment
     Bob Lallo & Patrick Ward – Darling Consulting Group

Preparing for the Next Recession: Credit Trends in an Uncertain Environment
     Steve Boselli & Justin Bakst – Darling Consulting Group

The Importance of Maintaining Your Focus in a Challenging Investment Market
     Larry Miele – Wells Fargo Advisors

Derivatives: A Powerful ALM Tool to Reduce Risk
     Dave Sweeney & Todd Cuppia – Chatham Financial

Values Aren’t for the Timid
     Keith Hughey – J. Keith Hughey Company

A Community Bank’s Journey into Fintech
     Jay Tuli – Leader Bank

Deposit Strategies in the Current Environment: Utilizing Data to Drive Decision Making
     Billy Guthrie & Joe Kennerson – Darling Consulting Group

Beyond Deposit Modeling: Deep Dives into Deposit Trends
     Justin Bakst & Jon Weiner – Darling Consulting Group

The Virtual Branch: Unleashing the Potential of Your Most Powerful Address
     Craig Raughton – Kasasa

Capital Is King
     Julian Bynum – Raymond James

Developing Successful & Effective Lending Strategies: Every Basis Point Counts
     Matt Pieniazek & Zach Zoia – Darling Consulting Group

Life after LIBOR
     Dave Sweeney & Todd Cuppia – Chatham Financial

Core Sessions

Risk/Return Trade-Offs & Current Issues 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

First and Second Line’s Guide to Building a Lasting MRM Framework
    Hannah Glasrud & Drew Boecher – Darling Consulting Group

Improving Your Statistics Literacy
    Joe Montalbano – Darling Consulting Group

MRM Panel: It Takes a Village
    Chase Ogden – Darling Consulting Group (moderator)

CECL Lessons Learned: A Year Wiser
    Sam Chen – Darling Consulting Group
    Ty Lambert – BancorpSouth

ALM Panel: Model Evolution and Performance
    Chris Maclin – Empyrean
    Renzo Dancourt – FIS Global

Cradle to Grave: Leading Approaches to Model Lifecycle Management
    Andrew Mitchell & Brett Aitken – Darling Consulting Group

Effective Challenge: Beyond the Validation
    Mike Guglielmo – Darling Consulting Group

Quantitative Modeling Trends and the Path Forward
    Chase Ogden – Darling Consulting Group

Credit Union Track

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

Navigating a Successful Exam Process: Peer Panel Discussion
     Matt McCombs – Vibrant Credit Union
     Sean Rinkenberger – First Community Credit Union
Terence Field – Vermont State Employees Credit Union

Current Strategies in Today’s Challenging Environment
     Zach Zoia – Darling Consulting Group

Reinvigorate Your Liquidity Risk Management Process
     Mark Haberland – Darling Consulting Group

A New Measure of Success: Re-evaluating the Income Statement
     Frank Farone – Darling Consulting Group

Winning Investment Principles for Any Environment
     Darnell Canada – Darling Consulting Group

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, CROs, risk managers, model developers, model validators, senior management, and analysts 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 services. No prerequisite and/or advanced preparation is required, and clients and non-clients are welcome.


Feedback from 2019 Conference

“The conference was excellent.”

“I’ve got some great takeaways and can’t wait to dive back into our ALCO packages from prior quarters and reinforce the lessons.”

“Speakers were fantastic – energetic, upbeat and engaging.”

“Lots of ideas to take back to the shop.”

“Gave me several things to look at differently.”

“Some great ideas were discussed. Can’t wait to bring back to the office.”

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.