Join Scott Hildenbrand, head of Piper Sandler Financial Strategies, for a discussion on positioning your balance sheet for 2025 and beyond. Years of a pandemic environment, an unprecedented 500bp rate hike, and major bank failures have all led to financial institutions hitting the reset button to reassess their balance sheet risks in the new normal. During this session, you’ll learn about considerations for repositioning and resizing your balance sheet, review executed transaction case studies, and share how your ALCO/board can prepare today to take action. Hildenbrand will share market updates to contextualize the ideas and help management teams prioritize things that add value to their franchise.

Key Takeaways

• Learn essential considerations for strategically repositioning and resizing your balance sheet to navigate the post-pandemic financial landscape effectively
• Gain valuable insights from executed transaction case studies to understand practical applications and successful strategies
• Discover how to prepare your ALCO/board to take informed actions, with market updates to prioritize value-adding initiatives for your financial institution

This Session Qualifies for CPE Credit

Finance
This field of study encompasses specific financial management of an organization, including financial planning and analysis, asset management, buying and selling businesses, contracting goods and services, and foreign operations. Subjects related to finance include, but are not limited to, the following:

• Asset Management
• Budgeting and Cost Analysis
• Contracting for Goods and Services
• Financial Management
• Financial Planning and Analysis

CPE Credit Offered: 1.0
Field of Study: Finance – Technical
Delivery Method: Group Live
Prerequisites: Previous work experience and background knowledge are recommended.

Event Date / Time

October 15^th from 11 am — 12 pm

Location

Speakers

Scott Hildenbrand
Chief Balance Sheet Strategist and Head of the Financial Strategies Group | Piper Sandler