Balance Sheet Academy

October 16-17, 2023, Memphis, TN

ICBA Securities and Stifel, the exclusively endorsed broker-dealer of ICBA Securities, are excited to open registration for the 2023 Balance Sheet Academy. Space is limited, so reserve your seat today.

Who Should Attend?
The in-person seminar is structured for more experienced investment managers, particularly those who have attended Bond Academy. It incorporates balance sheet strategies into the day-to-day management of an institution’s investment portfolio, wholesale funding and interest rate risk management. Bank personnel with an intermediate level of understanding of investments, who are integral to the investment and balance sheet management process, will benefit the most from this advanced course. New directors serving on the investment or asset-liability committee will also find this course beneficial.

Courses will focus on the understanding, development and implementation of strategies for balance sheet management, liquidity and capital management, loan portfolio management, investment portfolio construction, among other topics. Click here for complete agenda.

Members: $595
Nonmembers: $695
Additional Registrations – Same Bank: $445/$545 (discounted price)

CPE Credit
Earn up to 12 credits


ICBA Securities is registered with the National Association of State Boards of Accountancy (NASBA) 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 for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through

For more information regarding individual site administrative policies such as complaints and refunds (if applicable), please contact Michael Larkin at 631-656-4426. No advanced preparation is required for this course. Potential for up to 12 hours credit may be awarded for verified attendance at this group-live seminar. The course level for the Balance Sheet Academy is intermediate.



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