Agenda

Wednesday, March 4

5:00 p.m.      Welcome Reception

                     Hyatt Regency Cincinnati - Findlays Room
                    151 West Fifth St., Cincinnati, OH 45202

Thursday, March 5

8:00 a.m.      Registration and Breakfast
                     Hyatt Regency Cincinnati - Buckeye AB Room

8:45 a.m.      Welcome and Introductions 

                      James O'Toole
                      First Vice President - Marketing, FHLB

9:00 a.m.      Balance Sheet Optimization : Profit Improvement Workshop for                          CEOs and CFOs       

                      Todd Taylor
                      Founder and President of Taylor Advisors

                      Omar Hinojosa
                      Senior Consultant at Taylor Advisors   

• Why Balance Sheet and NIM Management is Important for Community Banking?
• Review different Asset Liability Management Packets and Facilitation Techniques (Best and Worst Practices)
• Process Improvement: Position Assessment and Strategy Formation
  

9:45 a.m.       Break

 10:00 a.m.                      

• Capital Management: Credit Cycle and Interest Rates (Case Study)                  
• Liquidity Assessment: Liability Management and Deposit Pricing (Strategy/Case study to improve margin and manage liquidity)
• Interest Rates: Best Practices (Strategy/Case Study to improve/protect earnings in different rate environments)

10:45 a.m.       Break 

11:00 a.m.   

• Investment: Relative Value Analysis and Sector/Yield Improvement Ideas (Case Study)
• Review Various Balance Sheet Strategies: It’s not always about rate (Loan pricing and Case study)
• Conclusion/Questions 
  

11:45 a.m.      Lunch   

(3 CPE credits are available) 

To reserve a room at the Hyatt Regency Cincinnati Hotel, please click here.

Register