Upcoming Speaking Events

Upcoming Events


FMS
Member Webinar
Balance Sheet Strategies for Successfully Managing through a Flattening/Inverted Yield Curve Environment
Speaker: Frank Farone
Click here for more info and to register


Tennessee Bankers Association
Independent Bankers Convention
Nashville, TN
Utilizing Data to Develop Deposit Strategies
Speaker: Joe Kennerson
Click here for more info and to register


ABA
Annual Convention
Seattle, WA
Strategic Benefits of Capital Planning & Credit Stress Testing
Speaker: Mike Guglielmo
Click here for more info and to register


CUNA
CUNA Lending Conference
New Orleans, LA
Understanding Lending's Impact on the Balance Sheet
Speaker: Mark Haberland
Click here for more info and to register


CFP
Model Validation Masterclass
New York, NY
Speaker: Mike Guglielmo, Drew Boecher, Sam Chen & Hannah Glasrud
Click here for more info and to register


CFP
7th Annual Stress Testing USA 2019
New York, NY
Capital Planning and Stress Testing for Strategic and Competitive Advantage
Speaker: Mike Guglielmo
Click here for more info and to register


Baker Newman Noyes
2019 Accounting Update
Portsmouth, NH
Topic TBD
Speaker: Frank Farone


CBANC Network
Member Webinar
Deposit Strategies in the Current Environment: Utilizing Data to Defend Decision Making
Speaker: Joe Kennerson & Billy Guthrie


Oregon Bankers Association
NW Finance & Accounting Conference
Portland, OR
The Inverted Yield Curve Is Here! Strategies to Consider and Avoid & Why This Time Really Is Different
Speaker: Frank Farone
Click here for more info and to register


Maine Bankers Association
MBA Finance & Commercial Committees Meeting
Augusta, ME
Speaker: Zach Zoia


FMS
Member Virtual Seminar/Webinar
CECL Update: Insights and Lessons Learned from the Field
Speaker: Mike Guglielmo
Click here for more info and to register


Western Bankers Association
Bank Presidents Seminar
Santa Barbara, CA
Facing the Liquidity Challenge Head On - Key Steps to Strengthen Your Liquidity Management Process with a Continued Regulatory Focus
Speaker: Mark Haberland


Bank Director
Acquire or Be Acquired Conference
Phoenix, AZ
Do the Opposite - Developing Winning Balance Sheet Strategies
Speaker: Matt Pieniazek
Click here for more info and to register


ABA
2020 Conference for Community Bankers
Orlando, FL
Facing the Liquidity Challenge Head On: Key Steps to Strengthen Your Liquidity Management Process with a Renewed Regulatory Focus
Speaker: Mark Haberland


RMA
2020 RMA Carolinas - Virginia Spring Conference
Roanoke, VA
Speaker: Justin Bakst

 


Recent Speaking Engagements


FHLB Chicago
2019 Credit Union Conference
Chicago, IL
Preparing for a Potential Recession or Not


FMS
Controllers Clinic
Baltimore, MD
Effective Decision Making in Asset Liability Management


FHLB Boston
Member Webinar
Boston, MA
Wholesale Funding: Perception vs. Reality and Why Now Is the Best Time to Formulate a Winning Game Plan


Bank Director
Member Webinar
Back to the Future: The Right Balance Sheet Management Today Will Set the Tone for Your Bank in 2020


FIS
AMBIT Bancware User Group
Boston, MA
Trends in Asset Liability Management


PICPA
Financial Institutions Conference
Malvern, PA
Flattening/Inverted Yield Curve Strategies for Financial Institutions


AICPA
AICPA National Conference on Banks & Savings Institutions
Washington, DC
Strategies for Successfully Managing Through a Flattening/Inverted Yield Curve Environment


FMS NY/NJ Chapter
2019 East Coast Regional Conference
Long Branch, NJ
The Time Has Come for Action! Position Your Institution to Benefit from the Challenges of This Rate Environment and Take Advantage of the Opportunities It Presents


Graduate School of Banking at Colorado
14th Annual Workshop on Community Bank Investments and Asset Liability Management
Las Vegas, NV
Winning Investment Strategies in Any Rate Environment & Improving Your Bank’s Liquidity Measurement & Management


Western Bankers Association
Education Summit & Regulatory Compliance Conference
Huntington Beach, CA
Break Down the Silos: Turn Your ALCO into a Profit Center through a Collaborative Focus


FMS
Member Webinar
The Changing Landscape of Liquidity


FHLB Des Moines
2019 System Sales Directors Summer Meeting
Des Moines, IA
Funding Strategies & Impact of NEV Calculations on CU Balance Sheets


FHLB Des Moines
Member Webinar
Wholesale Funding: Perception versus Reality and Why Now Is the Time to Formulate a Winning Game Plan


FHLB Des Moines
Member Webinar
Current Issues in Liquidity Management