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Monthly Meeting - Raymond James Balance Sheet Strategies

Tuesday, January 31, 2023


5:00 PM ET


8:00 PM ET

Program Description

Please join us for a Balance Sheet Strategies Session with Raymond James.

Elisabeth Vogel will be presenting on general trends within the banking sector, with an emphasis on how Raymond James approaches balance sheet/portfolio strategy. She will cover a range of topics from peer trends to general economic outlook and how it impacts your bank, along with liquidity issues banks are facing today.


    Cocktails | 5:15pm - 6:15pm ET
    Dinner | 6:15pm - 7:00pm ET
    Program | 7:00pm - 8:00pm ET


Elisabeth Vogel

Head of Fixed Income Strategies, Raymond James

Elisabeth Vogel serves as managing director and head of the financial institution strategies department of Raymond James’ Fixed Income Capital Markets (FICM) division. In this role, Elisabeth is primarily responsible for leading the team responsible for advising the firm’s depository institution clients on fixed-income portfolio construction, balance sheet management, and strategies for optimizing financial performance.

Elisabeth joined Raymond James as an analyst in the Fixed Income Strategies department in 2006 and was promoted to managing director in 2018. As a recognized leader in depository institution strategy, she regularly works with regulatory agencies charged with overseeing banks and credit unions. Elisabeth is a frequent speaker at bank and credit union industry events, including the Sub-Chapter S Bank Association’s Annual Conference, FFIEC Capital Markets Specialist Conference, CUNA CFO Conference, and various Raymond James Fixed Income conferences.


Embassy Suites by Hilton Boston Waltham

550 Winter Street




Thank You to Our Sponsor(s)

Raymond James

Credit Hours

Earn up to 1 Hour of CPE Credit

  • Level:


  • Prerequisites:


  • Advance Preparation:


  • Field of Study:

Finance - Technical

  • Instructional Method:

Group Live

  • Length:

60 minutes


For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web:

Refunds and Cancellations

A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.


  • Member Price:

  • Non-Member Price:



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