Upcoming Speaking Events

Upcoming Events

8/10/2021

FMS
Member Webinar
Zen and the Art of Holistic Model Risk Management
Speaker: Mike Guglielmo & Mark Haberland
Click here for more info and to register

8/17/2021

FHLB Pittsburgh
Member Webinar
Reimagine ALCO - Balance Sheet Strategy Ideas in the Current Environment
Speaker: Joe Kennerson

8/19/2021

CCUA
Member Webinar
Reimagine ALCO: Balance Sheet Strategy Ideas in the Current Environment
Speaker: Joe Kennerson
Click here for more info and to register

8/24/2021

FHLB San Francisco
Member Webinar
Managing the Potential for Rising Rates: Balance Sheet Strategies in the Current Environment
Speaker: Matt Pieniazek

8/24/2021

FMS
CFO Roundtable Virtual Education for Banks
Webinar
Speaker: Mike Guglielmo
Click here for more info and to register

8/24/2021

Mississippi Society of CPAs
Banking Conference
Webinar
That Was Then, This Is Now! Balance Sheet Management Strategies for the New Environment
Speaker: Frank Farone
Click here for more info and to register

8/25/2021

ABA
Risk Management School
Webinar
Speaker: Mike Guglielmo
Click here for more info and to register

8/25/2021

FMS
CFO Roundtable Virtual Education for Credit Unions
Webinar
Speaker: Mike Guglielmo
Click here for more info and to register

8/25/2021

Western Bankers Association
2021 Education Summit
Huntington Beach, CA
Did Your Validation Catch This? The Importance of Looking Beyond The "Checklist"
Speaker: Mark Haberland
Click here for more info and to register

9/9/2021

Minnesota Bankers Association
CFO Conference
Bloomington, MN
Creating a High Performing ALCO - Making the Complex, Simple!
Speaker: Frank Farone
Click here for more info and to register

9/12/2021

Western Bankers Association
2021 Annual Conference
Kohala Coast, HI
The Keys to an Effective ALCO Process
Speaker: Mark Haberland
Click here for more info and to register

9/21/2021

Kansas Bankers Association
Member Webinar
Driving Strategic Value with Credit Loss Modeling
Speaker: John Demeritt & Eric Poulin
Click here for more info and to register

9/27/2021

Georgia Bankers Association
President/CEO Conference
Greensboro, GA
The Key to NIM Restoration: Re-Imagine Your ALCO
Speaker: Matt Pieniazek
Click here for more info and to register

10/13/2021

Western Bankers Association
Regulatory Compliance & Cannabis Forum
Las Vegas, NV
Effective Model Risk Management Practices and Critical Lessons Learned During the Pandemic
Speaker: Mike Guglielmo
Click here for more info and to register

10/19/2021

FMS
Member Webinar
Speaker: Frank Farone

10/21/2021

Kansas Bankers Association
Member Webinar
2021 Deposit Trends & Strategy Outlook
Speaker: Joe Kennerson & Billy Guthrie

12/7/2021

CUES
Directors Conference
Marco Island, FL
Margin Pressure Ahead: What Do We Do Now?
Speaker: Joe Kennerson

 

Recent Speaking Engagements

7/20/2021 -
7/21/2021

FMS
FMS Institute
Webinar
Capital and RAROC

6/29/2021 -
6/30/2021

FMS
FMS Institute
Webinar
ERM

6/24/2021

StoneCastle
Member Webinar
Deposit Trends & Strategy Outlook: Strategic Initiatives Supported by Data Analytics

6/24/2021

FMS
IRR/LIQ Roundtable Virtual Education
Webinar

6/23/2021

FHLB Des Moines
Credit Union Member Webinar
The Balance Sheet Within Your CU Balance Sheet: Hidden Risk Lurking

6/23/2021

FHLB Cincinnati
Member Webinar
Reimagine ALCO

6/22/2021 -
6/23/2021

FMS
FMS Institute
Webinar
ALM

6/16/2021

FHLB Des Moines
Credit Union Member Webinar
Reinvigorating Your Liquidity Planning Process

6/15/2021

FMS
2021 FMS Forum Annual Conference
Washington, DC
Effective Model Risk Management Practices and Critical Lessons Learned During the Pandemic: Managing Model Risk Through Stressful Times

6/14/2021

FMS
2021 FMS Forum Annual Conference
Webinar
The Dreaded ALCO Meeting

5/26/2021

RMA
RMA CAVA Spring Conference 2021
Webinar
Managing Risk in a Post Pandemic World

5/19/2021

CUNA
CUNA Finance Council Virtual Conference
Webinar
The Interest Rate Risk Dilemma

5/17/2021 -
5/19/2021

FMS
Comprehensive IRR & Liquidity From 3 Perspectives Virtual
Webinar

5/12/2021 -
5/13/2021

FMS
CECL Program
Webinar

5/5/2021

New Hampshire Bankers Association
Spring CEO/President/Sr. Management and CFO Conference
Webinar
The Balance Sheet Within Your Balance Sheet: Hidden Risks Lurking

5/4/2021

FHLB Boston
Member Webinar
The New “Abnormal’ in Balance Sheet Management - Hidden Risks & New Opportunities to Consider in 2021