Upcoming Speaking Events

Upcoming Events

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

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

Credit Union League Conference
Carolinas Launch
Charlotte, NC
Speaker: Joe Kennerson & Mark Haberland

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
Click here for more info and to register

Member Webinar
A Proactive Approach to Liquidity Management
Speaker: Mark Haberland

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


Recent Speaking Engagements

Conference of State Bank Supervisors
Large Bank Supervision Forum
Indianapolis, IN
Effective Challenge in Model Risk Management

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

CBANC Network
Member Webinar
Deposit Strategies in the Current Environment: Utilizing Data to Defend Decision Making

Baker Newman Noyes
2019 Accounting Update
Portsmouth, NH
Topic TBD

7th Annual Stress Testing USA 2019
New York, NY
Capital Planning and Stress Testing for Strategic and Competitive Advantage

Model Validation Masterclass
New York, NY

CUNA Lending Conference
New Orleans, LA
Understanding Lending's Impact on the Balance Sheet

Annual Convention
Seattle, WA
Strategic Benefits of Capital Planning & Credit Stress Testing

Tennessee Bankers Association
Independent Bankers Convention
Nashville, TN
Utilizing Data to Develop Deposit Strategies

Member Webinar
Balance Sheet Strategies for Successfully Managing through a Flattening/Inverted Yield Curve Environment

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

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

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

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

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