Balance Sheet Academy

Business Credit Accounting

Oct. 28 - Oct 29

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

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

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.

https://reservations.peabodymemphis.com/95096?groupID=4260982#/guestsandrooms

Earn up to 12 CPR credits

Questions?
631-656-4426
[email protected]