Balance Sheet Academy

Business Credit Accounting

Balance Sheet Academy

Oct 28 - Oct 29, 2024 | In-Person Seminar

ICBA Securities and Stifel, the exclusively endorsed broker-dealer of ICBA Securities, are excited to open registration for the 2024 Balance Sheet Academy. Space is limited, so reserve your seat today.

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

Pricing

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

The Peabody Memphis

149 Union Avenue

Memphis, TN

ICBA Booking Link

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.

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.

Earn up to 12 CPR credits

Questions?
631-656-4426
[email protected]