CFO & Finance
Economic & Capital Markets Update
With much headline noise, understanding what’s going on in the global economy and financial markets and how it affects banks is as challenging as ever. In this session, analyze the current market conditions and learn what the headlines mean for the industry. Obtain new perspectives and gain insight into current global economic conditions.
ALM First Financial Advisors
Deposit Gathering Strategies & Liquidity Management
The long-awaited rising interest rate environment is here, deposit betas are increasing, and liquidity trends are beginning to pose serious challenges for banks. In this session, learn about these trends and how they may impact your institution from both regulatory and funding perspectives. And more importantly, learn how to better navigate regulatory challenges, manage liquidity in a challenging environment, and use diverse funding strategies to reduce risk and minimize overall cost of liabilities. Attendees can expect to take away an understanding of liquidity management regulatory hot buttons along with sample policies and worksheets. Additionally, gain insight into how to fully utilize your FHLBank relationship. This is a must attend session for all CFOs and risk management officers.
VP Sales, Member Solutions & Strategic Planning
Federal Home Loan Bank of San Francisco
Director Portfolio Management Group
Exploring Changes in the Risk Universe
The familiar risk universe is being overtaken by emerging threats at the fastest pace ever witnessed, and the industry is responding with new tools and business practices just as quickly. But is banking moving fast enough and in the right direction? A risk-aware workforce that effectively identifies and responds early to new threats will attract the most talented employees and profitable customers. Get a glimpse into the ways the financial industry’s mechanisms are changing and delve into the industries top trends for 2018-2019, and what to expect in the years leading up to 2020 and beyond.
WolfPAC Integrated Risk Management Solutions
Breaching the Billion Dollar Benchmark: Climbing the Stairs of Internal Controls & Managing 404(b) Sticker Shock
Crossing the $1 billion asset threshold requires a more rigorous management structure to address FDICIA compliance and the internal controls testing requirements. In this session, listen to an overview of control documentation and testing, understand how to get started, identify which elements of SOX 404(b) banks should be particularly mindful of, and expose potential pitfalls.
SVP & Controller
Managing Interest Rate Risk, Liquidity, & Performance in a Rising Rate Environment
With the Federal Reserve in the middle of its first tightening cycle in more than a decade, finding a balance between interest rate risk, liquidity, and performance has never been more critical. Explore the unique relationship between IRR, liquidity, and performance and discover ideas about how to manage all three simultaneously. Identify interest rate risk-related issues banks may face in the coming months, including what to expect in future exams and how to prepare the balance sheet today to protect against future rate hikes.
The Baker Group
Let’s Talk Trends: What’s Going on in Community Banking in 2018 That You Should Know?
With all of the trends going on in the industry, it’s very difficult for bank leadership to stay abreast of the various areas capable of impacting a bank. In this session, explore widely-discussed topics in community banking, and identify interesting issues coming down the pipeline.