Optimizing balance sheet management
for growth and resilience____________________________________________________________________________________October 29-30 | 3rd AnnualHilton Charlotte Uptown, Charlottesponsor eventAttend event
Funding Transfer Pricing
Workshop 2025____________________________________________________________________________________Want to attend the pre-event workshop?October 28 | CharlotteSee moreHilton Charlotte Uptown, Charlotte
20 +

Sessions

20 +

Speakers

150 +

Attendees

Reasons to Attend

Why Balance Sheet Management 2025?

Join leading finance and risk professionals at CeFPro’s Balance Sheet Management USA 2025on October 29–30 in Charlotte NC.

This flagship event provides a vital platform to explore the evolving challenges and opportunities in optimizing balance sheets in a dynamic economic and regulatory environment.

Attendees will benefit from in-depth discussions on interest rate risk, capital and liquidity optimization, ALM strategies, and regulatory expectations. With insights from senior executives at major financial institutions, the agenda is designed to deliver practical takeaways and forward-looking perspectives.

Don’t miss this opportunity to benchmark with peers, gain actionable insights, and enhance your institution’s financial resilience in a time of heightened uncertainty.

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Past Attendees

Just some of the companies who attended last year:

 

Take a Closer Look

Key themes to be shared at Balance Sheet Management 2025

  • GEOPOLITICAL IMPACT

    Addressing the impacts of geopolitical uncertainty on balance sheet management

  • REGULATORY ENVIRONMENT

    Managing compliance, capital structure and risk management strategies amidst an uncertain regulatory landscape

  • INTEREST RATE RISK

    Navigating the complications of emerging factors on rate forecasting

  • DEPOSITS

    Managing deposit behaviour and pricing in a changing market landscape

  • LOAN GROWTH

    Projecting and achieving loan growth with high economic uncertainty

  • AI

    Unlocking the full value of AI in strategic balance sheet decisions

VIEW THE FULL AGENDA

Who’s Participating

Key Thought Leaders at Balance Sheet Management USA 2025

Abheek Nangia
Director – Head of Balance Sheet Management
Scotiabank

Mitchell Chad
Senior MD – Stress and Impairment, Modelling and Analytics
RBC

Dimitar Kolev
Senior Director – Head of ALM
Farmer Mac

Ian Broff
Head of Bank Financial Risk
USAA

Ganesh Radhakrishnan
MD – Head of US Regulatory Policy
Barclays

Frank Sansone
Treasurer, SVP – Head of Treasury
China Construction Bank

Shaan Guha
SVP – Asset Liability Management
Truist

Jeremy Warren
MD, Global Head of Liability Management
HSBC

VIEW SPEAKER LINE UP
Funds Transfer Pricing Workshop 2025In Conjunction with Balance Sheet Management 2025Join us the day before the event....October 28 | CharlotteRegister Now!

Our Trusted Partners

Organizations already confirmed for 2025 include:

Knowledge Partners

Co-Sponsors

Partnerships

Content and Media Partners

Join us

Would your organization like to partner with us on this event?

To discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities, please contact [email protected] or call us on (+1) 888 6777007 more information.

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