Description

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

Speaker(s):

• Scott Hildenbrand, Managing Director, Head of Balance Sheet Analysis and Strategy, Piper Sandler

Category: Concurrent Session (Online)