Strategies for the Current Rate Cycle: The Community and Regional Bank Playbook for 2026
Tuesday, March 24, 2026 | 5:30 PM - 8:00 PM ET
Program Description
This presentation examines the key themes and trends shaping community banks in 2026 as they navigate today’s interest rate environment. We explore evolving balance sheet dynamics — including continued AOCI pressure, tighter liquidity discipline, and heightened board sensitivity to risk — and outline practical hedging strategies that enable banks to accommodate borrowers, protect capital, and reduce earnings volatility. Ultimately, we highlight how disciplined institutions can position themselves strategically to strengthen financial performance and compete more effectively in an increasingly complex market.
Agenda
Networking | 5:30 - 6:15 PM ET
Dinner | 6:15 - 7:00 PM ET
Presentation | 7:00 - 8:00 PM ET
Presenter(s)
Jon Sundberg
Director, Client Relationship Management | Chatham Financial
Jon Sundberg is a Director on Chatham’s Financial Institutions team, where he partners with clients to design, implement, and optimize balance sheet and customer hedging programs.
Jon has dedicated his career to serving community and regional banks. Prior to joining Chatham, he developed and launched a community bank investment portfolio management platform at PFM Asset Management and previously served as Vice President of Institutional Sales at Janney Montgomery Scott. Across these roles, he built targeted investment and risk management strategies aligned with clients’ performance objectives.
Location
City Streets
411 Waverley Oaks Road
Waltham, MA 02452
Thank You to Our Sponsor(s)
Sponsor companies go here
Credit Hours
1 Hour of CPE Credit
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Level:
Intermediate
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Prerequisites:
None
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Advance Preparation:
None
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Field of Study:
Finance - Technical
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Instructional Method:
Group Live
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Length:
1 hour
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: www.nasba.org.
Refunds and Cancellations
A refund will be provided for cancellations received by FMS in writing prior to two days 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.
Cost
Members $75
Non-Members $90