solutions through unified effort
Preparing for an Economic Downturn

Preparing for an Economic Downturn

Date:

Details

*formerly the Interest Rate Risk & Investment Strategies Seminar

April 18, 2019
8:00 a.m. to 4:30 p.m.
VBA Training Center
4490 Cox Road
Glen Allen, VA 23060

Preparing for an Economic Downturn

FinPro’s Scott Martorana will explore the economic headwinds we are starting to see and how a global and potential U.S. economic slowdown will change what banks have been doing for the last 10 years.  Due to the abnormality of this economic recovery, and the drastic change in the banking landscape over the last 10 years, we as an industry need to reconsider how we prepare for a downturn.

The Baker Group will provide strategies for managing investment portfolios and IRR in this environment.

Topics will include:

  • What the highest performing banks do well to get to the top and stay there
  • Interest Rate Risk, Liquidity and Balance Sheet Strategies
  • Best practices for complying with the heightened regulatory scrutiny on liquidity risk management
  • Strategies to more effectively manage liquidity without sacrificing performance
  • Managing extension and price volatility with effective security selection

Each attendee will receive a custom packet for their Institution which will include bank-specific performance data and peer group comparison, non-maturity deposit analysis, surge balance study and a liquidity stress test.

About the Speakers

Ryan Hayhurst is a Managing Partner with The Baker Group LP.

Scott Martorana is an Executive Managing Director with FinPro.  Scott, who joined FinPro in 2003, leads and manages the consulting and investment banking divisions of FinPro.

Scott is a capital markets expert with a focus in mergers and acquisitions, stock valuations and fairness opinions. He has been involved in buy-side and sell-side M&A transactions, bank recapitalization transactions, community bank capital raises, valuation analyses and strategic reviews. Strategic analysis and branch divestitures/acquisitions are other areas of experience.

Scott has been involved in consulting engagements for nearly all FinPro consulting services but has particular expertise in strategic planning, value creation, enterprise risk management, de novo bank formation, and asset/liability management.

As part of his work for the firm, Scott has conducted numerous Board of Director and Management retreats, focusing on strategic initiatives and capital markets activities. Scott has also spoken at numerous industry conferences and been quoted in and written several articles for industry publications. Scott is also on the faculty of the Graduate School of Bank Investments and Financial Management at the University of South Carolina.

Prior to joining FinPro, Scott worked as a systems engineer at ITT Industries developing tactical network radio systems for the Department of Defense. While at ITT he was granted a patent for a radio system data screening algorithm.

Scott earned a B.S. in Mechanical Engineering from Johns Hopkins University. In addition, Scott is a graduate of the three-year ABA Stonier Graduate School of Banking program at the University of Pennsylvania.

Scott holds series 7, 24, 79 & 63 licenses.

Registration Fees

VBA Members: $245

Non-Members: $745

Hotel Information

Hyatt Place Richmond-Innsbrook
4100 Cox Road | Glen Allen, VA 23060

The VBA has reserved a block of rooms at the Hyatt Place Richmond-Innsbrook for $124.00 plus taxes/fees.  In order to take
advantage of this reduced rate, reservations must be made by March 27, 2019.  Reservations can be made online here.

REGISTER 

VBA Contact

Gail Queen - [email protected]  
Executive Coordinator, Education & Training
Virginia Bankers Association

VBA Event Cancellation Policy

All cancellations will be charged a $25.00 administrative fee. Cancellations received less than 72 business hours before the program will be charged a $75.00 administrative fee plus any additional fees associated with the training. Substitutions are allowed prior to beginning of course.

Inclement Weather

In case of inclement weather, please check the VBA Event Hotline for updates on the status of VBA events.

Hotline Number (804) 819-4739