Balance Sheet Strategies for Successfully Managing Through a Flattening/Inverted Yield Curve Environment
Margins are experiencing the cyclical tight squeeze as interest rates are rising and the curve is flattening to disturbing levels. The tipping point has arrived and cost of funds is quickly increasing. Meanwhile, loan rates are lagging due to competitive pressures; unrealized losses on bonds have resurfaced; EVE risk is rising and regulatory scrutiny is accelerating. Many will hit the “panic” button at precisely the wrong time and take action they will likely regret down the road for long time. Forewarned is Forearmed!
Key Learning Objectives from this idea packed session:
- Balance sheet strategies for managing through a flat yield curve environment
- Investment strategies to consider and AVOID…you may be surprised
- Explore profitable loan pricing tactics and strategies to remain competitive
- Derivatives Explored- the “New” Accounting Rules are a Game Changer
- Wholesale funding: Fund short or go long? Alternatives explored
- Policies that make sense for 2019
Managing Director, Darling Consulting Group
Frank consults nationwide with CEOs and CFOs of financial institutions to increase earnings through the proactive management of capital, liquidity/funding risk, and interest rate risk. He is a frequent speaker and author on topics such as industry issues and trends, funding solutions, regulatory issues, interest rate risk management, capital management and derivatives hedging techniques.
Frank was designated a “top-rated” speaker by FMS and is well known for his popular seminar “Turbo Charging Your ALCO Process” having helped thousands of bankers across the country.
Frank is a graduate of Siena College. He lives in Winchester, Massachusetts and is an avid golfer and runner, having completed numerous marathons including several Boston Marathons over the past 25 years.
Registration to the live session includes:
- One online connection
- CPE credit for registrant
- Permission to reproduce the handouts and other written material for additional attendees at your location
Only registered attendees of the live session can obtain CPE credit. Attendees of FMS live webinars also receive two views of the On-Demand version of the program they attend. Use this bonus feature to share the program with colleagues or as a refresher at a later date. Instructions for viewing the on-demand session will be emailed to you at the conclusion of the live event.
|| Earn up to 1 hours of CPE credit.
- Level: Basic
- Prerequisites: None
- Advance preparation: None
- Field of Study: Finance
- Instructional Method: Group Internet Based
- Length: 60 minutes
For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
Members and Non-members sign in or create an account below to register.