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ICBA and its exclusively endorsed broker-dealer Stifel are hosting complimentary half-day seminars in four locations this May and June. The events feature Stifel speakers presenting on economic, policy, investment and balance sheet issues that are top of mind for financial institutions.
ICBA Member Relationship Officers in each region, as well as representatives of ICBA’s state partners are part of the event programming. RSVP—Space is Limited.
Events are also being held May-June in: Kansas City, Boulder, and Boston.
Contact Jim Reber, ICBA Securities President, [email protected], or Hugh Shackelford, [email protected].
June 26
6 p.m. (Eastern time)
Bones (3130 Piedmont Road NE Atlanta, GA 30305)
June 27
8–9 a.m. (Eastern time)
Breakfast/Registration
9–10 a.m.
Economic Outlook/Market Update
Dudley Carter, Economist, Stifel
10–11 a.m.
CRA Session—CRA Partners and CRA-Qualifying Investment Strategies
David Lenoir, President, CRA Partners
11 a.m.–Noon
Balance Sheet Management Strategies
Dan Stimpson, Managing Director, Stifel (Boston) and David Shadix, Managing Director, Stifel (KC)
Noon–1 p.m.
Working Lunch with ICBA Presentation
Bill Pusey, EVP, ICBA, and Jim Reber, President, ICBA Securities
1–2 p.m.
Hot Topics in the Current Banking Environment - Stifel Solutions Applications
Kamal Hosein, Managing Director, Stifel
Free
3344 Peachtree Rd NE #2600
Atlanta, GA 30326
Book your hotel room at the Atlanta Marriott Buckhead Hotel by June 12 to receive the ICBA rate.
Hotel Housing Scam Warning: Only make your room reservation using the information provided by ICBA. Do not do business with any company that claims they are with ICBA or working for ICBA as the official housing service. Contact ICBA if you have any questions or concerns.
Who should attend: C-Suite, Executives
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Finance
Delivery Method: Group Live
CPE Credit Hours: Attendees can earn up to 4 CPE credits for participating in the conferences.
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.learningmarket.org. For more information regarding individual site administrative policies such as complaint and refund (if applicable), please contact Jim Reber at 800-422-6442.
No advanced preparation is required for this course. Potential for up to 4 hours credit may be awarded for verified attendance at each group-live seminar.