DCG Annual Balance Sheet & Model Risk Management Conference

DCG Annual Balance Sheet & Model Risk Management Conference

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.

2019 Bank Brochure
2019 Credit Union Brochure
2019 Schedule
2019 CPE Schedule
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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 bestselling 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.

2020 Conference Topics

Capital Is King

The Importance of Maintaining Your Focus in a Challenging Investment Market

Derivatives: A Powerful ALM Tool to Reduce Risk

Succession Planning: Developing Your Talent

A Community Bank’s Journey into Fintech

Derivatives: Strategic Opportunities in the Current Rate Environment

Liquidity Risk Management: Fortifying Your Risk Identification and Assessment

Preparing for the Next Recession: Credit Trends in an Uncertain Environment

Deposit Strategies in the Current Environment: Utilizing Data to Drive Decision Making

Beyond Deposit Modeling: Deep Dives into Deposit Trends

Internet Banking

Life after LIBOR

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

It Takes Two to Tango: First and Second Line’s Guide to Building a Lasting MRM Framework

Improving Your Statistics Literacy

MRM Panel

CECL: A Year Wiser

ALM Panel

Model Lifecycles

Treasury Risk

Convergence of Risk and Strategy: Quantitative Modeling Trends and the Path Forward

Credit Union Track

Succession Planning: Developing Your Talent

Current Strategies in Today’s Challenging Environment

Liquidity Stress Testing and Contingency Liquidity Planning

Winning Investment Principles for Any Environment

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.

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Questions?

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.