Thursday, March 12, 2020 from 8:00 AM to 12:00 PM CDT
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Courtyard Marriott Nashville Downtown
170 4th Ave North, Nashville, TN 37219

Driving Directions 


Marketing Department 
FHLB Cincinnati 


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)