Strategy to Prepare, Tactics to Execute: Get Ready for 2022 - American Institute of CPAs
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Join Scott Hildenbrand for a discussion of strategies and tactics in the current environment. Extracting value from your balance sheet requires strategic planning – weaponize your A/L, prepare for multiple outcomes, measure and interpret the right metrics. Establishing a strategy prepares your institution to tactically execute when the market presents opportunities. This session will cover understanding and using derivatives, measuring and allocating excess liquidity, deleverage considerations, capital planning, and opportunities on the asset and liability sides of the balance sheet. Prepare your institution and learn to value the right things for 2022.
Learning Objectives:
Recognize the difference between strategies and tactics
Determine how to weaponize you’re A/L, prepare for multiple outcomes, and measure and interpret the right metrics
Speaker - In Person(s):
Scott
Hildenbrand,
Head of Piper Sandler Financial Strategies and Head of Piper Sandler Hedging Services, LLC,
Piper Sandler