Why should you attend?

Balance Sheet Management USA is the go-to Congress for industry experts and professionals at global institutions looking to advance their professional development and make meaningful connections while learning to subject matter experts.

The full agenda and speaker line-up for 2023 will be launching soon. Register below for updates and be the first to find out when more information becomes available.

If you are interested in speaking at the upcoming Congress, please contact production@cefpro.com.

Key highlights

  • GLOBAL ECONOMIC ENVIRONMENT:
    Assessing the global economic environment to effectively manage economic recovery and increased inflation volatility
  • INTEREST RATES :
    Understanding the changing interest rate landscape and impacts across the industry
  • LIQUIDITY:
    Navigating changes in market liquidity and adapting strategy aligned with economic change
  • DEPOSITS:
    Managing the impact of deposit attrition on liquidity and implications for balance sheet management
  • REGULATORY AGENDA:
    Reviewing recent regulatory guidance and anticipating upcoming changes on the horizon
  • STRATEGIC RISK:
    Leveraging market intelligence to drive strategy and enable business decisioning
  • SOFR:
    Reviewing the impact of transitioning to SOFR and managing legacy contracts
  • FTP:
    Delivering effective funds transfer pricing capabilities and aligning with continued change

Interact with industry front-runners paving the way

An engaging and interactive agenda spread across 2-days

Participate in a comprehensive exploration of the topics at hand via presentations, panel discussions, and live Q&As to facilitate learning and engagement.

Listen in as subject matter experts share their knowledge

Our line-up of 30+ knowledgeable and experienced practitioners speakers bring the highest standard within the industry, offering fresh perspectives and insights for you to return to your department with.

7+ hours of available networking opportunities

Continue conversations from inside the auditorium over coffee, lunch, and at our complimentary drinks reception. Make meaningful career-long industry connections to use to your professional advantage.

Key speakers

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Ralph Axel
U.S. Rates Strategist
BofA Securities, Inc.

Shahab-Khan-120x120

Shahab Khan
MD, Head of Liquidity Policy
HSBC

Yujush-120x120

Yujush Saksena
Managing Director, Treasury Risk
BNY Mellon

thomas-braun-120x120-1-1-1

Thomas Braun
Head of Market & Treasury Risk
UBS Bank USA

Ty_lambert-120x120

Ty Lambert
Senior Executive Vice President
& Chief Risk Officer

Cadence Bank

Svilen-Petrov-120x120

Svilen Petrov
Managing Director, Balance Sheet Risk
Royal Bank of Canada

OskarRogg-120x120

Oskar Rogg
Head of Treasury Americas
Credit Agricole

Ashutosh-Tripathi-120x120

Ashutosh Tripathi
Managing Director
Mizuho

Jorge-Segura-120x120-1

Jorge Segura
Senior Director ALM Market Risk
Santander US

Guatam-Jha-120x120-1

Gautam Jha
Head of Liquidity and Funding Risk
MUFG

Session previews and related insights

Get an insight of what to expect from the Congress with our past and present speaker session previews.

Reviewing the impact of deposit attrition on liquidity and implications for balance sheet management

Reviewing the impact of deposit attrition on liquidity and implications for balance sheet management Svilen Petrov, Managing Director, Balance Sheet Risk, Royal Bank of Canada Below is an insight into what can be expected from Svilen's session at Treasury & ALM USA 2023. {{ vc_btn: title=Find+out+more+about+Treasury+%26amp%3B+ALM+USA&style=outline-custom&outline_custom_color=%23d51224&outline_custom_hover_background=%23d51224&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Ftreasury-liquidity%252F }} The views and opinions expressed in this article

Developing a data strategy to reduce manual processes and leverage actionable insight

Developing a data strategy to reduce manual processes and leverage actionable insight Rajesh Kaveti, Director, BNY Mellon Below is an insight into what can be expected from Rajesh’s session at Treasury & ALM USA 2023. {{ vc_btn: title=Find+out+more+about+Treasury+%26amp%3B+ALM+USA&style=outline-custom&outline_custom_color=%23d51224&outline_custom_hover_background=%23d51224&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Ftreasury-liquidity%252F }} The views and opinions expressed in this article are those of the thought leader as an

Reviewing the impact of macroeconomic events on credit risk and future risk mitigation

Reviewing the impact of macroeconomic events on credit risk and future risk mitigation Matthew Michel, SVP, Director of Quantitative Credit Modeling, Cadence Bank Below is an insight into what can be expected from Matthew’s session at Treasury & ALM USA 2023. {{ vc_btn: title=Find+out+more+about+Treasury+%26amp%3B+ALM+USA&style=outline-custom&outline_custom_color=%23d51224&outline_custom_hover_background=%23d51224&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Ftreasury-liquidity%252F }} The views and opinions expressed in this article are those

Reviewing the impact of transition to SOFR and managing legacy contracts

Reviewing the impact of transition to SOFR and managing legacy contracts Frank Sansone, Treasurer, SVP, China Construction Bank Below is an insight into what can be expected from Frank’s session at Treasury & ALM USA 2023. {{ vc_btn: title=Find+out+more+about+Treasury+%26amp%3B+ALM+USA&style=outline-custom&outline_custom_color=%23d51224&outline_custom_hover_background=%23d51224&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Ftreasury-liquidity%252F }} The views and opinions expressed in this article are those of the thought leader as

Speakers

Ralph-Axel-120x120

Ralph Axel
U.S. Rates Strategist
BofA Securities, Inc.

thomas-braun-120x120-1-1-1 (1)

Thomas Braun
Head of Market & Treasury Risk
UBS Bank USA

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Bill Collette
Director, Business Development
Wolters Kluwer

Peter-Dehaan-11-May-2021-updated-120x120

Peter Dehaan
Global Head of Business Development – Cash and Liquidity Management
SmartStream Technologies

Maria-Dunia-120x120

Maria Rine Dunia
Technology Product Manager

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Willy Gakunzi
Director, Specialized Consulting
Wolters Kluwer

Mike-G-120x120

Mike Guglielmo
Managing Director
Darling Consultancy Group

Vineet-Gumasta-120x120

Vineet Gumasta
Head of Business Strategy, IBOR Transition
Rabobank

Carles-Herrero-LI-HS-120x120

Carles Herrero
Global Head of Solutions Sales
Mirai ALM Tool (Mirai Advisory)

Julian-Horky

Julian Horky
Head of Risk and Finance
Berenberg Capital Markets & Berenberg Asset Management

Rajesh-Kaveti-120x120

Rajesh Kaveti
Director
BNY Mellon

Guatam-Jha-120x120

Gautam Jha
Head of Liquidity and Funding Risk
MUFG

Shahab-Khan-120x120 (1)

Shahab Khan
Head of Liquidity Policy
HSBC

Ty_lambert-120x120 (1)

Ty Lambert
Senior Executive Vice President & Chief Risk Officer
Cadence Bank

Michael_Ivie_Headshot_-120x120

Michael Ivie
Managing Partner
Phyton consulting

Avi-Lopchinsky-120x120

Avi Lopchinsky
Head of Liquidity, Interest and Market Risk Management
Apple Bank

Rob-Macpherson-120x120

Rob MacPherson
Head of Corporate Development
Phyton Consulting

Headshot-120x120

Jennifer Matney
former Chief Financial Officer
National Advisors Trust Company

Headshot-1-120x120

Matthew Michel
SVP, Director of Quantitative Credit Modeling
Cadence Bank

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Charlie Peng
SVP and Head of Market Risk
Bank of China USA

Svilen-Petrov-120x120 (1)

Svilen Petrov
Managing Director – Balance Sheet Risk
RBC

Susanne-Robinson-120x120

Susanne Robinson
SVP, Head of Liquidity Risk Oversight
First Citizens Bank

OskarRogg-120x120 (1)

Oskar Rogg
Head of Treasury Americas
Credit Agricole

Yujush-120x120 (1)

Yujush Saksena
Managing Director, Treasury Risk
BNY Mellon

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Frank Sansone
Treasurer- SVP
China Construction Bank

Aaron-Sanders-120x120

Aaron Sanders
Practice Lead, Liquidity Risk Management
QRM

Jorge-Segura-120x120

Jorge Segura
Senior Director ALM Market Risk
Santander US

Ashutosh-Tripathi-120x120 (1)

Ashutosh Tripathi
Managing Director
Mizuho

Steve-Turner-120x120

Steve Turner
Managing Director
Empyrean Solutions

Rich-Vera-Head-Shot-120x120

Richard Vera
First Vice President
Israel Discount Bank

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Linda Weber
SVP, Cash Management
Israel Discount Bank

Isaac-headshot-120x120

Isaac Wheeler
Head of Balance Sheet Strategy
Derivative Path, Inc.

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Allen Whipple
Founder and Managing Director
ActiveViam

Oscar-Zheng-120x120

Oscar Zheng
Director, Head of Model Risk Management, ALMT, Asset Management, CCAR, Compliance, and Global Market AI/ML Models
BNP Paribas

Sponsors

Knowledge partner

Co-sponsors

Associate sponsors

Content and media partners

Venue & FAQs

Venue information currently unavailable. Register for updates and be the first to be notified when more information becomes available.

Frequently Asked Questions

Can I share my thought leadership at Treasury & ALM USA?

CeFPro are happy to discuss speaking opportunities at the Fraud & Financial Crime Europe Summit. For further information on this please contact production@cefpro.com if you are from a financial institutions / sales@cefpro.com if you are an information/service provider or call us on +1 888 677 7007.

Will there be opportunities to network with other attendees?

There are ample opportunities for networking and interaction throughout the Congress, such as:

  • Breakfast, lunch and refreshment breaks
  • Drinks reception at the end of day-1
  • Q&As, panel discussions, and audience participation technology

What is included within the registration fee?

Registration includes breakfast, refreshment breaks, lunches, the drinks reception at the end of day-1, full access to the sessions and exhibition area. Presentations from the sessions are also available via our post-event website, available on CeFPro Connect under Course Materials once the Summit has taken place.

Where can I find the Congress documentation and speaker presentations?

All registered attendees will receive an email with access to documentation and speaker presentations after the Congress*. We will work with our presenters to include as many presentations as possible on our App during the Congress.

* Please note that our speakers often have to gain permission from their relevant compliance departments to release their presentations. On rare occasions compliance may not allow presentations to be distributed.

Will breakfast, lunch and refreshment be provided?

Yes. As with all of our events, the Center for Financial Professionals will be providing brilliant coffee, breakfast, lunch, refreshments, and smaller bites during the networking breaks.

Are there any rules on dress code?

Business attire is requested. The Congress is a formal opportunity to network with like-minded professionals and to gain knowledge from the industry’s finest risk management experts.

Are CPE Credits available?

Yes, CPE Credits are available for the Treasury & ALM USA Congress. Please contact marketing@cefpro.com for more information.

Register

Register for Balance Sheet Management USA today and join the likes of 150+ industry professionals and subject matter experts looking to engage in meaningful conversation and discuss the latest sector developments and challenges.

Register before the agenda goes live to take advantage of our lowest price pre-agenda rate.

Need assistance with your registration? Get in touch with us via email below, or call us on +1 888 677 7007.

Pre-agenda rate

Representing a financial institution or government body
$599

E.g. Bank, Insurance company, Asset manager, Regulator

Representing an information or service provider
$1199

E.g. Consultant, Vendor, Executive search firm, Law firm