Wentworth Ballroom

This session will explore how ALCOs must evolve to tackle the challenges presented by the SVB collapse and ongoing economic uncertainty, with a focus on:

• Refining risk management policies to address escalating liquidity and market risks 

• Enhancing Early Warning Indicators (EWIs) to identify and mitigate emerging threats 

• Updating the assumption management process to better navigate increased volatility 

• Strengthening ALCO reporting to enhance focus, transparency, and decision-making 

• Aligning performance strategies with evolving regulatory expectations to ensure financial stability and resilience.

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Financial institutions like banks, credit unions, and other organizations handle vast amounts of data from various sources. Transforming this data into actionable insights for agile, informed decision-making can be challenging. In this session, discover how Visual Insights empowers finance leaders to:

• Pull data from disparate sources to generate cohesive, timely reports.

• Create and seamlessly edit data models and visualizations to uncover trends, variances, and improvement opportunities.

• Achieve data and reporting goals independently, without relying on IT support.

Learn how to quickly assess performance, drive improvements, and ensure positive results with powerful tools designed to generate actionable intelligence.

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Since 1990, 65%+ of FDIC-insured depositories have disappeared. Many of these institutions lost their independence because they misallocated capital.  During this session, Matt Forgotson, an award-winning equity research analyst and industry thought leader, will argue that many of these institutions were victims of the problem that has long plagued the banking industry, namely a reliance on faulty frameworks and single scenario snapshot metrics. Against this backdrop, the most recent banking crisis and constrained profitability that followed in its wake are simply the most recent manifestations of this persistent, pervasive, and powerful problem. Once the problem is defined, Matt will then propose a remedy: a comprehensive, objective process and framework that empowers managers to make prospective capital allocation decisions with clarity and confidence. Those willing to embrace a more complete analytical view can protect and potentially even accelerate their missions.

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Is a recession on the horizon? Will there be a time warp back to the 1970s, marked by stagflation? How much steepness can be expected in the yield curve (if any)? Will a 2026 change of the Fed guard impact mandates and the future direction of rates?

While many depositories have embraced hedging strategies for the first time in recent years—a positive step forward—there remains significant opportunity for optimization. Programmatic, ongoing hedging approaches consistently outperform reactive or intermittent strategies.

Join Derivative Path's Isaac Wheeler and Frank Fiorilli as they explore how to implement programmatic hedging protocols that distinguish high-performing institutions from their peers, ensuring your balance sheet is shock-proof and yielding predictable outcomes for your stakeholders.

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In an era where digital transformation is paramount, ensuring robust cybersecurity is crucial for the future of banking. This session will delve into the technological innovations that prioritize security while enhancing operational efficiency and customer trust. Join industry leaders as we explore the latest advancements in cybersecurity, including AI-driven threat detection, blockchain security solutions, and multi-factor authentication technologies. Through real-world case studies, we’ll discuss how these innovations can protect sensitive data and mitigate risks in an increasingly complex digital landscape. Attendees will gain insights into the evolving threat landscape and learn actionable strategies for integrating cybersecurity-focused technologies into their banking practices, ultimately fostering a secure environment for both institutions and customers.

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In today's changing financial landscape, effective risk management requires financial institutions to be adaptable. This presentation will focus on the role of forecasting and modeling in building a strong risk management framework, particularly when managing CECL and ALM risks. By attending this session, financial institutions will gain a deeper understanding of how to leverage their forecasting and modeling processes to build a more resilient and adaptable financial institution.

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Wentworth Ballroom Pre-Function Area