Balance Sheet Academy

***2020 Balance Sheet Academy Presentations***

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.

Attendees will learn how the changing economic data impacts market interest rates from Vining Sparks’ Chief Economist.

Who should attend? Are there any prerequisites?
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.

Balance Sheet Academy curriculum includes the following topics:

  • Role of Balance Sheet Management in Creating Value
  • Understanding What Economic Indicators Tell Us About the Economy and Market Interest Rates
  • Tools to Effectively and Efficiently Manage Your Bank’s Balance Sheet
  • Active Loan Portfolio Management
  • A Strategic View of Liquidity and Capital Management
  • Formulating Balance Sheet Strategies
  • Building and Executing Investment Portfolio Strategies
  • Hands-on Balance Sheet Strategy Development (breakout groups with other bankers

April 20-21, 2020

Seminar location:
Embassy Suites
1022 S. Shady Grove Road
Memphis, TN  38120

Online Hotel Reservations

Room Cost:  $175/night

Reserve your room by clicking on the above link, or you may call the hotel directly at (901) 684-1777 or Reservations at 1-866-625-2589. To ensure our meeting rate, you must identify the group code of IBA or ICBA Balance Sheet and mention your participation in the Balance Sheet Academy to receive the discounted room rate per night of $175. The Embassy Suites offers complimentary shuttle service to and from the airport.  Hotel check-in time is 4 PM and check-out time is 11 AM.

ICBA Members — $595 / session
Nonmembers — $695 / session
Members & Non-Members: Save $150/session for each additional registration from your bank.

You will receive an email confirmation upon receipt of your registration.  You will also receive an email from Allison Hughes or Kert Johnson shortly thereafter which will have an invoice, including remittance advice, attached.  For questions, please contact Kert Johnson, (800) 422-6442.

Seminar schedule:
Monday, April 20       8:00 AM-5:00 PM       Balance Sheet Academy
6:00 PM-9:00 PM       Dinner Provided

Tuesday, April 21       8:00 AM-12:00 PM     Balance Sheet Academy
12:00 PM                     Depart

Breakfast is provided in the Atrium Café for those staying at Embassy Suites. Luncheon is provided on Monday. Participants will receive a debit card for lunch on Tuesday.

Dress for Balance Sheet Academy:
Dress is business casual for all sessions and activities. Light sweaters or jackets are always a good idea, to assure your comfort during meeting hours as well as evening events.

CPE credit:
Potential for up to 12 hours CPE credit.

Who should attend:
CPAs and those with an intermediate level of experience as investment officers, cashiers, controllers, and internal control professionals would benefit from Balance Sheet Academy.

Prerequisites: Attendance at Bond Academy or at least 1 year’s experience participating in the management of a community bank investment portfolio.

Vining Sparks 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 For more information regarding individual site administrative policies such as complaints and refunds (if applicable), please contact Kert Johnson at 800-829-0321. No advanced preparation is required for this course. Potential for up to 12 hours credit may be awarded for verified attendance at this group-live seminar. The course level for Bond Academy is intermediate.

(800) 829-0321