Workshop on Community Bank Investments
Overview
This workshop examines strategic opportunities in managing a community bank’s investment portfolio, loan mix and pricing, and core deposit and wholesale funding activities. It emphasizes how to respond to factors affecting interest rate and liquidity risks and common issues raised in regulatory exams.
Sessions address:
- Specific risk factors and return opportunities with agency, residential mortgage backed securities, commercial mortgage backed securities, municipals and SBA floaters
- Strategies to identify securities that best meet balance sheet objectives
- How banks can effectively use wholesale funding and better employ capital
- How to prepare for recent exam issues raised by regulators related to interest rate risk and liquidity risk
Who Should Attend?
This is an intermediate/advanced level workshop that is best suited for the following individuals:
- CEOs
- Presidents
- CFOs
- Investment Officers
- Controllers & Cashiers
- Bank Regulators
- Bank Directors
CPE Credits Available:
Attendees are eligible to receive Continuing Professional Education (CPE) credits in the fields of Business Management, Management Advisory Services and Specialized Knowledge & Applications. Please review additional CPE information here.