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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
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
Independent Bankers Convention
Nashville, TN
Utilizing Data to Develop Deposit Strategies
Speaker: Joe Kennerson
Click here for more info and to register
Annual Convention
Seattle, WA
Strategic Benefits of Capital Planning & Credit Stress Testing
Speaker: Mike Guglielmo
Click here for more info and to register
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
Model Validation Masterclass
New York, NY
Speaker: Mike Guglielmo, Drew Boecher, Sam Chen & Hannah Glasrud
Click here for more info and to register
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
2019 Accounting Update
Portsmouth, NH
Topic TBD
Speaker: Frank Farone
Member Webinar
Deposit Strategies in the Current Environment: Utilizing Data to Defend Decision Making
Speaker: Joe Kennerson & Billy Guthrie
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
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
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
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
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
2020 RMA Carolinas - Virginia Spring Conference
Roanoke, VA
Speaker: Justin Bakst
2019 Credit Union Conference
Chicago, IL
Preparing for a Potential Recession or Not
Controllers Clinic
Baltimore, MD
Effective Decision Making in Asset Liability Management
Member Webinar
Boston, MA
Wholesale Funding: Perception vs. Reality and Why Now Is the Best Time to Formulate a Winning Game Plan
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
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
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
Education Summit & Regulatory Compliance Conference
Huntington Beach, CA
Break Down the Silos: Turn Your ALCO into a Profit Center through a Collaborative Focus
Member Webinar
The Changing Landscape of Liquidity
2019 System Sales Directors Summer Meeting
Des Moines, IA
Funding Strategies & Impact of NEV Calculations on CU Balance Sheets
Member Webinar
Wholesale Funding: Perception versus Reality and Why Now Is the Time to Formulate a Winning Game Plan
Member Webinar
Current Issues in Liquidity Management
