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AICPA National Conference on Banks & Savings Institutions 2020

BAN2008 - Balance Sheet Management: Strategies vs. Tactics for Earnings, Liquidity, Capital, and ALM

Sep 14, 2020 4:45pm ‐ Sep 14, 2020 5:35pm

Standard: $49.00


There are effective tactics worth examining and executing in today’s rate environment and economic landscape. But don’t get comfortable that you have set a strategy simply by executing tactics. Scott Hildenbrand, Head of Balance Sheet Analysis and Strategy, will cover a series of current themes including liquidity, balance sheet efficiency, securities, derivatives, and capital. The discussion will focus on advantageous tactics and longer-term strategy while highlighting the asset/liability sensitivity and impact to quality or quantity of earnings.

Learning Objectives:
  • Distinguish the difference between a tactic and a strategy and why planning for both will benefit your institution
  • Evaluate the benefits of quality vs. quantity of earnings and how to tell the difference
  • Discover how to protect against rate moves and position your institution for success in different rate environments


  • Scott Hildenbrand, Head of Piper Sandler Financial Strategies and Head of Piper Sandler Hedging Services, LLC, Piper Sandler
Tags: All Banks
Category: Concurrent Session (Online)

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