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Balance Sheet Strategies

Event Sponsored by: Connecticut Bankers Association

December 09, 2015 | 5:00 PM - 8:00 PM

Program Description

“The Continued Accounting/Regulatory Whirlwind"

Stay Up to Speed on Accounting and Regulatory Proposals/Changes that are Coming Down the Pike – and How to Structure your Balance Sheet Accordingly!

The Financial Managers Society and Connecticut Bankers Association are pleased to announce the upcoming meeting featuring Ryan Henley of Stifel.

Within the last year, the amount of regulatory and accounting literature produced by the agencies and FASB has been (and continues to be) overwhelming. However in complying with the additional disclosures (and yet more disclosures), financial institutions can easily overlook strategic opportunities that arise from these changes. Ryan Henley CFA, Head of Financial Institutions Strategies for Stifel Financial, brings his unique perspective and will discuss how financial institutions can consider balance sheet strategies and tactics to actually derive benefit from the changes, or at least mitigate potential negative impact.
In this session, Ryan will cover a range of topics including:

a. Potential GAAP changes regarding premium amortization/accretion on callable instruments

b. Upcoming GAAP hedge accounting rule changes

c. Favorable information on classification of certain instruments for risk weighted asset purposes

d. Proposed rules related to “TLAC” that would affect community banks.

These and other items will help a CEO/CFO/Treasurer navigate these items as well as position their balance sheet most favorably for the competitive environment in 2016.

We are very excited to see you then!

We would like to recognize and thank the folks at Stifel Financial for their sponsorship of the cocktail hour for this meeting.


    5:00 p.m. - Cocktail Hour

    6:00 p.m. - Dinner

    7:00 p.m. - Program


Ryan Henley


Event Sponsor



Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT

Credit Hours

Earn up to 1 hour of CPE credit.

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60 Minutes


Group - Live


FMS Boston Chapter 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 its website


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For information regaarding refunds, complaints, and program cancellation policies, please contact Julie MacKinnon Houle at 617 241-1123 or under administrative policies for details on refunds, complaints and cancellation policies.  

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