Navigating Uncertainty: Creating a Path Forward

IT, Technology, & Operations

When faced with uncertainty, it is often difficult to devise a path forward. During this session, explore actionable strategies an organization can take to move forward with certainty, regardless of any environmental or economic challenge that presents itself. Looking at bank data from the 2008 financial crisis, the presenters will illustrate that financial institutions executing a growth strategy without fail, weather the storm significantly better than the banking industry as a whole. What specific strategies should banks be using now and in the future? Please join Todd Taylor from Taylor Advisors and David Carlson from Haberfeld for this webinar to create a path forward.

Each attendee will receive bank-specific information relevant to their key balance sheet positions and performance metrics. 

Who Should Attend: CEO, CFO, COO, CIO, Head of Sales, Head of Marketing, Head of Retail

Learning Objectives

  • Construct a resilient asset liability management plan
  • Develop proactive risk management practices and strategy formation
  • Understand economic and environmental impacts to the investment portfolio
  • Execute an on-going plan to growing low cost deposits and non-interest income
  • Integrate knowledge of a balance sheet with strategies to improve decision making and profitability


David Carlson
Senior Executive Vice President

David is a frequent speaker at industry conferences on topics such as new customer acquisition strategies, revenue enhancement, strategic planning and sales and marketing initiatives. David holds a Bachelor of Science degree in Business from the University of Nebraska.

Todd Taylor
Founder & President
Taylor Advisors

Todd Taylor is a certified public accountant and a chartered financial analyst charter holder. Todd has spoken at numerous state and national conferences on balance sheet management, bank investments, and risk management, including the AICPA National Conference on Banking and Credit Unions in Washington, D.C.

Omar Hinojosa
Senior Consultant
Taylor Advisors

Omar Hinojosa works with institutions across the Midwest, Southeast, and Southwest regions. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Louisville CFA society.

Webinar Fees

Pricing For Price Season Pass
Bank Member $0 $0
Bank Nonmember $0 $0
Affiliate Member $0 $0
Affiliate Nonmember $0 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association 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


Click here to register online