DCG Balance Sheet & Model Risk Management Conference (VIRTUAL)

The 37th Annual DCG Balance Sheet & Model Risk Management Conference (VIRTUAL) will be held June 8th, 9th, and 10th, 2021.

Sponsored by Darling Consulting Group, this industry-leading conference features educational sessions and interactive forums on a wide range of balance sheet management, model risk management, and validation processes. The 2021 conference will have 27 sessions and 3 tracks. The tracks will include our popular core sessions, as well as sessions on current balance sheet management strategies, model risk management and validation, and sessions dedicated to credit unions.

Please check back soon for the schedule and additional updates.

2021 Conference Highlights

Economist

Monday will feature a general session with Gregory Daco, Chief US Economist at Oxford Economics, who will share his perspectives on the current and prospective post-COVID environments for the US economy. Greg regularly shares his insights with corporate boards, trade associations and policymakers. He is often quoted in national and global publications and is a frequent guest of CNBC, Bloomberg, BBC and NPR.

Keynote Speaker

The conference will conclude with a general session conducted by Keith Hughey, who for the last 20 years has focused his work on assisting clients with their strategic planning, issues of corporate governance, succession planning, management and leadership development, organizational vitality and human systems. He will provide valuable insights for resolving differences and reaching critical decisions in a post-COVID world, especially when leadership is faced with valid competing objectives.

Questions?

Balance Sheet Management Sessions

When Plain Vanilla Investing Is Anything But Plain Vanilla
     Larry Miele – Wells Fargo Advisory
     Representative – Municipal Market Analytics, Inc.

Practical Derivative Strategies for All Institutions
    Dave Sweeney & Todd Cuppia – Chatham Financial

Optimizing Retail & Business Delivery Channels
     Representative – Paramount Financial Technologies

That Was Then, This Is Now! Balance Sheet Management Strategies for the Current Environment
     Frank Farone & Steve Boselli – Darling Consulting Group

Deposit Strategies: Past, Present, and Future
     Matt Pieniazek, Joe Kennerson & Jon Weiner – Darling Consulting Group

Examining Your Loan Strategies Through Different Lenses
     Zach Zoia & Matt Pieniazek – Darling Consulting Group

Managing the Liquidity Pandemic
     Jeff Reynolds – Darling Consulting Group

Credit Analysis in a Post-Pandemic World
     Justin Bakst, John Demeritt & Steve Boselli – Darling Consulting Group

Post-Pandemic M&A environment and Outlook
     Frank Cicero – Keefe, Bruyette & Woods

Navigating Uncertainty: A Commercial Real Estate Market Overview
     Aaron Jodka – Colliers

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)
     Keith Reagan – Darling Consulting Group
     Mike Carney & Vinny Clevenger – Darling Consulting Group

Credit Union Sessions

2021 Summary: Secondary Capital/Sub-Debt for Credit Unions – What’s New?
     Bob Colvin – CU Capital Market Solutions, LLC
     Frank Farone – Darling Consulting Group

Derivatives: A Must Have Tool for IRR Risk Managers and NCUA Approved!
     Zach Zoia & Michael Mitchell – Darling Consulting Group

Reinvigorating Your Liquidity Planning Process
     Joe Kennerson – Darling Consulting Group

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

3 Ways to Investment Success in Any Environment
     Chris Nelson – Nelson Capital Advisors

Model Risk Management & Validation Sessions

Managing the Not-So-Hidden Costs of Model Risk Management
    Hannah Glasrud & Mark Haberland – Darling Consulting Group

A CECL Case Study: Designing and Implementing Model Monitoring
     Chase Ogden – Darling Consulting Group

The ABCs of BSA: Rightsizing Your Bank Secrecy Act Program for Today’s World
     Sam Chen – Darling Consulting Group

Six Ways to Inspire Confidence in Your ALM and Liquidity Modeling
     Andy Mitchell & Tim Daniels – Darling Consulting Group

Credit Risk Modeling: DFAST, CECL, and Where We Go from Here
    Ty Lambert – BancorpSouth
    Joe Montalbano – 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.

Directors, CEOs, CFOs, CROs, risk managers, model developers, model validators, senior management, and analysts benefit from this popular Group Internet Based 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.


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.