Sessions
Speakers
Attendees
Reasons to Attend
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.
Past Attendees
Take a Closer Look
Who’s Participating
Jeff Dejean
Managing Director, Funds Transfer Pricing
Scotiabank
Jeremy Warren
MD, Global Head of Liability Management
HSBC
Jie Hua
MD & GM; Head of Corporate Treasury Department, Americas Division & CUSO Treasurer/Co-Treasurer
SMBC Group
Svilen Petrov
MD & Global Head, ALM Risk
RBC
Frank Sansone
Treasurer, SVP – Head of Treasury
China Construction Bank
David Pong
Head of Intraday and Collateral Management, CUSO Treasury
SMBC
Ian Broff
Head of Bank Financial Risk
USAA
Ganesh Radhakrishnan
MD – Head of US Regulatory Policy
Barclays
Our Trusted Partners
Partnerships
Join us
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.