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Balance Sheet Positioning for 2021 and Beyond

Tuesday, May 25, 2021


1:00 PM CT


2:30 PM CT

Program Description

Extraordinary levels of fiscal and monetary support have helped support the economy and banking industry, but these measures do present new risks and considerations for depositories. We look at strategies to manage interest rate risk and income in an environment where liquidity has built up rapidly, with fewer opportunities to deploy into loans.


    - perspectives on forecasting excess liquidity;
    - balancing securities portfolio cash flow needs with call protection;
    - strategies for deploying cash into earning assets, including private label securities and purchased loans; and
    - opportunities to re-balance duration within the loan portfolio.


David Shadix

Director, Financial Institutions Strategy Group, Stifel

David Shadix serves in the Financial Institutions Strategy Group at Stifel with a broad focus on balance sheet and portfolio strategy, interest rate risk management, and regulatory and accounting changes affecting depositories. David has 10+ years of experience in capital markets and banking, working with fixed income products and interest rate derivatives in structuring transactions for community banks and credit unions. David frequently speaks and publishes on these topics.

Prior to his current role, David was an analyst in Fixed Income trading at Stifel (formerly Sterne Agee) for two years, and prior to that, worked in the Secondary Marketing group at BBVA Compass. David holds a Bachelor of Arts in Communication from The University of Alabama and a Master of Business Administration from the Manderson Graduate School of Business at The University of Alabama. He is a CFA charterholder and member of the CFA Society of Alabama.


Registration to the live session includes:

  • One online connection

  • CPE credit for registrant

  • Permission to reproduce the handouts and other written material for additional attendees at your location

Only registered attendees of the live session can obtain CPE credit

Credit Hours

Earn up to 1 hour of CPE

  • Level:



  • Prerequisites:

  • Advance Preparation:

  • Field of Study:

  • Instructional Method:

  • Length:

60 Minutes

Finance - Technical


Group Internet Based


For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web:


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