Agenda

Wednesday, March 11

5:00 p.m. Welcome Reception
Courtyard Marriott - Nashville Downtown

(170 4th Ave North, Nashville, TN 37219)

6:15 p.m. SEC Basketball Tournament
Bridgestone Arena

(501 Broadway, Nashville, TN 37219)

Thursday, March 12

8:00 a.m. Registration and Breakfast

Courtyard Marriott Nashville

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)