Balance Sheet Management: How to Pull Ahead of Your Peers

OL913  |  On Demand Course  |  Update  |  Self-Study

Description

What separates high performing from low performing banks?  Is it random luck, meditation rooms in the lobby, or bank sponsored festivals?  Not quite.  It's all about the Net Interest Margin!  The median community bank's dependence on net interest income to drive total income is 89% and re-imagining your ALCO process to promote creative ideas from your team will lead to outperformance.  

Our session will uncover common alco practices that may reside in your bank today and share practices that create an engaging environment for your leadership team to strategize, set tactical and accountable goals, understanding the impact of these decisions on every component of your key risk positions.  Are you getting paid enough for the risk you are taking?

This session is designed for C-Suite Executives that want to learn how to enhance balance sheet engagement to drive earnings improvement for their institution.  Each attendee will receive bank-specific information on key balance sheet positions and peer performance metrics to aid in evaluating strategies based on your unique balance sheet.

This course is part of the 2023 Financial Institutions Conference Bundle. Purchase the conference bundle here.

Credits

Number of Credits Type of Credits
1.50 Accounting

Notes

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Prices

Member (Early Bird)
$65.00
Non-Member (Early Bird)
$95.00
Member
$65.00
Non-Member
$95.00
Your Price: $95.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $30.00 on this event. Not a member? join today.

Instructors

Omar Hinojosa, CFA

As Managing Partner at HUB | Taylor Advisors, Omar works with institutions across the country to provide profit driven balance sheet management solutions. He began his banking career as investment and asset liability manager for several billion plus institutions in Texas and served as an Advisory Board Director for the Lone Star New Markets Fund, L.P. Omar has been a frequent speaker at various financial institution programs including the Federal Home Loan Bank System and Bank Director Magazine.

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