Stifel Solutions for Balance Sheet Management

Webinar

Stifel Solutions for Balance Sheet Management

Jul 17, 2025 | 1:00 – 2:00 p.m. ET

The decline in short-term rates and steepening of the yield curve has created an improved operating environment and higher earnings for banks. Additionally, liquidity and capital stress have declined, while loan growth and credit quality remain stable.

Active strategy development and risk management are key to achieving and maintaining high performance. This webinar will explore aggregate industry sensitivities across these risks and draw parallels for how other institutions may react.

Commentary throughout will include references to peer activity, regulatory and accounting developments, and finally relative value opportunities in investments, loans, funding, and derivatives.

In this webinar you will learn about:

  • Community Bank Trends
  • Bond Portfolio Trends
  • Interest Rate Risk Profiles
  • Deposit Trends, Pricing, Liquidity, Funding and Hedging Strategies
  • Strategies to Protect Profitability and Manage Risk

This webinar is being presented for state associations and other community banks by ICBA Securities and its exclusively endorsed broker/dealer, Stifel.

Continuing Professional Education

Attendees who meet registration and participation requirements can earn 1 CPE credit for this session. For additional questions regarding this webinar, concerns and/or cancellation policies, please email us at fixedincomeevents@stifel.com.

Additional Information

  • Field of Study: Specialized Knowledge
  • Advance Preparation: None
  • Program Level: Intermediate
  • Delivery Method: Group Internet-Based
  • CPE: Participants can earn 1 hour of CPE credit

Instructions for Audio/Video

You will receive instructions to access the webinar after your registration is confirmed. If you do not receive a registration confirmation email, please contact your Stifel representative.

Questions

For additional questions regarding this webinar, concerns, etc. please contact Jim Reber at 901-262-1353 or email jreber@icbasecurities.com.ICBA Securities 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: www.nasbaregistry.org.

Pricing

There is no cost to attend this webinar. Due to this program being offered free of charge, there will be no refunds issued.

Those working as CEOs, CFOs, investment managers, directors, and anyone responsible for balance sheet or investment portfolio management who have the working knowledge necessary to benefit from the content of this webinar.


NASBA Statement

ICBA Education 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 submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.