BAN2320. Balance Sheet Strategy

Join Scott Hildenbrand, head of the Financial Strategies group at Piper Sandler, for a discussion of balance sheet strategies and tactics in the current environment. He will explain the difference between having sight and having vision for your institution and will include market updates to contextualize the ideas and help management teams prioritize the right things as they plan ahead. He will use case studies to highlight how companies with different risk profiles have leveraged strategic options on the asset and liability sides of the balance sheet based on their institution’s goals.

Learning Objectives:

• Differentiate and define sight versus vision
• Identify proactive strategy sessions from ALCO meetings
• Determine which part of the yield curve is relevant for your institution to better plan for strengths and weaknesses