10:45 – 11:45 – Title:
Is Your Balance Sheet Recession Ready? The Baker Group
We’ll discuss the following with the group:
A discussion of the impact of the economy, monetary policy and interest rates on institutions’ earnings and capital at risk.
Regulatory expectations for 2023 to ensure institutions are in compliance with the latest guidance and prepared for their next exam.
Best practices for developing effective ALCO processes and investment strategies.
Discussion on retaining deposits, investing stimulus dollars, brokered CDs / FHLB advances, etc.
Speaker: Gerry Hart
from The Baker Group is a fixed income and asset/liability strategist and client manager, and later became a member of the board of directors, where he is also responsible for digital products and technology development. Through his extensive knowledge of consumer markets, Gerry provides sound advice to clients in meeting their unique balance sheet requirements.
12:15 – 1:15 - Title:
Opportunities to Grow Your Financial Institution in Any Economy, Klarvis
The economy is a major concern across every industry, especially for community banks as liquidity and credit conditions fall, and costs rise. Challenges in finding low-cost deposits and limited access to funding markets are forcing smaller institutions to look for alternative solutions to stay afloat.
Learn how to leverage your FI’s own data to identify opportunities to see trends, anticipate customer needs and act quickly to fix leaky deposit behavior to continue to grow your institution regardless of economic conditions.
Speakers: Gill Hundley
is the Chief Administrative and Risk Officer of Roanoke, Virginia-based KlariVis, a unique and proprietary data analytics solution designed by bankers for bankers. KlariVis allows financial institutions to quickly aggregate and visualize their previously siloed and disparate data in one place with unparalleled ease for data-driven decision making. KlariVis enables financial institutions to create customer intelligence that can be deployed across the organization and leveraged for consistent experiences to generate sales, increase loyalty, and reduce operating expenses.
Sanjay Bhaskar is the chief revenue officer of Roanoke, Va. based KlariVis, a unique and proprietary data analytics solution designed by bankers for bankers. KlariVis allows financial institutions to quickly aggregate and visualize their previously siloed and disparate data in one place with unparalleled ease for data driven decision making. This enables organizations to make timely and informed decisions to manage risks, improve revenue, streamline operations and drive customer engagement. As chief revenue officer, Sanjay helps to drive growth and revenue by overseeing sales, marketing and partnerships.