BAN2221. Balance Sheet Strategy

Join Scott Hildenbrand from Piper Sandler for a discussion of balance sheet strategies and tactics in the current environment. He will review common mistakes in volatile environments and explain how your institution can plan long-term vs. simply reacting. He will discuss examples for companies with different risk profiles and examine which strategic options are available on the asset and liability sides of the balance sheet. This will include market updates to contextualize the ideas and help management teams prioritize the right things for the rest of 2022 and beyond.

Learning Objectives:

• Identify ways to turn these meetings from mundane approvals to proactive strategy sessions
• Differentiate which part of the yield curve is relevant for your institution to better plan for strengths and weaknesses
• Determine how to prepare for – and avoid predicting – moves in interest rates