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Venue
Webinar

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Event Date Wed Apr 19 UTC (over 1 year ago)
In your timezone (EST): Tue Apr 18 8:00pm - Tue Apr 18 8:00pm
Location Webinar
Region All
Details

Join the PACB for some spring house cleaning as Truist Securities gives a webinar on Policy and Procedure best practices that we’ve observed in working with, and at community banks. Maybe your policies haven’t been dusted off for years, or maybe they run like a well-oiled machine, whatever the case is, there should be many takeaways for improving efficiency, profitability, and strengthening your policies.

Topics include:
- Overview & general discussion about policies and procedures best practices
- Creating and improving the Investment Policy
- ALM, ALCO & Interest Rate Policies
- Integrating your policies into ALCO

Speakers

2023 Speakers

Francis Mitchell
Trading, Vanguard (Bond Index Desk)

Marc Ghirardi
Financial Services Industry, Truist Bank