Virtual Balance Sheet Academy
Learn Portfolio and Balance Sheet Management with your Peers
The Balance Sheet Academy advanced seminar is designed to expose seasoned community bank portfolio and balance sheet managers to advanced products and concepts. The objective of this seminar is to enable the attendees to consistently outperform their peers.
The dynamics of a community bank balance sheet require an investment professional to be versed in a widening range of topics. Balance Sheet Academy provides discussion and practical classroom exercises to equip the attendees for these demands. Examples of these topics include advanced interest rate risk management strategies, low cost funding strategies and strategies for serving bank customers while managing interest rate risk.
Who should attend?
The Balance Sheet Academy is structured for anyone involved in balance sheet management decision making, including CEOs, CFOs and Treasurers, particularly those who have attended Bond Academy. It incorporates balance sheet strategies into the day-to-day management of an institution’s investment portfolio, wholesale funding and interest rate risk management. Bank personnel with an intermediate level of understanding of investments who are integral to the investment and balance sheet management process will benefit the most from this advanced course. New directors serving on the investment or asset-liability committee will also find this course beneficial.
Date and Time
October 18-21, 2021 at 10:00 AM CDT and 2:00 PM CDT daily
There is no cost for Vining Sparks’ customers and prospects.
Those working as CEOs, CFOs, investment managers, directors, and anyone responsible for balance sheet or investment portfolio management who possess the working knowledge necessary to benefit from the content of this webinar.
Instructions for Audio/Video
You will receive instructions to access the webinar after your registration is confirmed. If you do not receive a registration confirmation email, please contact your account representative.
Fields of Study: Specialized Knowledge & Economics
Advance Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet-Based
Conference participants can earn up to 1 hour of CPE credit based on a 50-minute hour.
For additional questions regarding this seminar, concerns and/or cancellation policies, please contact Kert Johnson (firstname.lastname@example.org) at 800-829-0321.
ICBA Securities 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 addressed to the National Registry of CPE Sponsors, through its website: www.nasbaregistry.org.