ICBA Securities And Stiefel Present Balance Sheet Academy - Details
Where: MemphisTennessee

Date: Oct 16, 2023 | Oct 17, 2023

 
Add to calendar /education-events/event/1609/ICBA-Securities-and-Stiefel-present-Balance-Sheet-Academy?Itemid114= 2023-10-16 08:00:00 2023-10-17 12:00:00 0 ICBA Securities and Stiefel present Balance Sheet Academy   Balance Sheet Academy Oct. 16-17 | Memphis, TN Register Her... Tennessee - - YYYY/MM/DD

Event description:

 

Balance Sheet Academy
Oct. 16-17 | Memphis, TN

Register Here

Balance Sheet Academy Registration October 16-17, 2023 Survey (surveymonkey.com)

ICBA Securities and Stifel, the exclusively endorsed broker-dealer of ICBA Securities, are excited to open registration for the 2023 Balance Sheet Academy. Space is limited, so reserve your seat today.

Who Should Attend?
The in-person seminar is structured for more experienced investment managers, particularly those who have attended Bond Academy. It incorporates balance sheet strategies into the day-to-day management of an institution's investment portfolio, wholesale funding and interest rate risk management. Bank personnel with an intermediate level of understanding of investments who are integral to the investment and balance sheet management process will benefit the most from this advanced course. New directors serving on the investment or asset-liability committee will also find this course beneficial.

Agenda
Courses will focus on the understanding, development and implementation of strategies for balance sheet management, liquidity and capital management, loan portfolio management, investment portfolio construction, among other topics. Click here for complete agenda.

Costs/Person
Members: $595
Nonmembers: $695
Additional Registrations - Same Bank: $445/$545 (discounted price)

CPE Credit
Earn up to 12 credits

Questions
631-656-4426
fixedincomeevents@stifel.com

ICBA Securities is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through www.nasbaregistry.org.

For more information regarding individual site administrative policies such as complaints and refunds (if applicable), please contact Michael Larkin at 631-656-4426. No advanced preparation is required for this course. Potential for up to 12 hours credit may be awarded for verified attendance at this group-live seminar. The course level for the Balance Sheet Academy is intermediate.

 

Endorsed Members

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Annual Convention

Save the date for the 55th Annual ICBND Convention and Exposition August 6-8, 2023 at the Bismarck Hotel & Conference Center in Bismarck!  Please watch for more information to come.

 

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 ICBND Invite 2023 Page 1

Annual Convention

Save the Date for the 55th annual convention on August 6-8, 2023 at the Bismarck Hotel & Conference Center in Bismarck!

Click Here

ed-telephone-webinar

Webinar Sessions

Train all of your employees—right from your office—with our convenient, affordable webinars. Our online and telephone training sessions give you all the benefits of advanced education, and are even available on-demand if you miss the scheduled training.

Click Here
ed-ag-lending

School of Ag Lending

We provide agricultural lenders with education in agricultural credit, finance, farm management, and marketing. Our core curriculum is developed and taught by North Dakota Community Ag Lenders, North Dakota State University, and Bismarck State College agribusiness faculty.

Click Here
ed-frontline-professional

Certified Frontline Professional

Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

Click Here
ed-compliance

Community Bankers for Compliance

Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

Click Here
ed-ermerging-leaders

Emerging Leaders Development

We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

Click Here
ed-other-live-sessions

Other Live Sessions

Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

Click Here