Balance Sheet Management USAOctober 27–28, 2026 | New York CityRegister NowBecome a sponsorregister your interest
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Why Balance Sheet Management USA?

CeFPro is proud to present Balance Sheet Management USA in Charlotte, October 27-28, 2026. Join senior experts and thought leaders to explore the latest challenges, innovations, and regulatory developments, with focused discussions on market volatility, interest rate risk, tech and AI, regulatory outlook and liquidity risk.

Topic Overview:

THIRD-PARTY RISK IN 2026:
– Why traditional TPRM models are no longer fit for purpose

REGULATORY EXPECTATIONS:
– Navigating shifting TPRM pressure in the us and globally

RANSOMWARE AND CYBERSECURITY:
– Third-party cyber incidents and accountability

CONTINUOUS MONITORING:
– Moving Beyond Scores, Signals and Dashboards

OPERATIONAL RESILIENCE BEYOND BUSINESS CONTINUITY

– Redefining resilience in the context of third-party failure

Who’s attending?

A Snapshot of Our Speakers

Alex Hammam-Howe

Head of Third Party Risk

SMBC

Trina DuBose

Executive Director, Head of Third Party Risk Audit

Morgan Stanley

Thomas Kartanowicz

CISO, Europe & America’s

Standard Chartered Bank

Oliver Gall

Chief Procurement Officer

Prudential Financial

Megan Speranza

Global Head of CCOR Resiliency Risk and Oversight

American Express

Why CeFPro Events?

5 Reasons Why You Can’t Miss Out

  • Stay Ahead of Regulation

    Senior audience with real decision-making authority.

  • Practical Case Studies

    Designed for peer-to-peer discussion, not passive listening.

  • Market Opportunities

    Structured networking that actually delivers value.

  • Risk & Resilience

    Candid, practitioner-led insights

  • Collaborative Solutions

    A content-driven agenda focused on today’s most material third-party risks.

They Say it Best

Engaged in a rich discussion on the complexities of aligning outcomes across three distinct program structures: cybersecurity, Operational Resilience, and artificial intelligence. Exciting insightsemerged on how these interconnected areas are reshaping the landscape ofNon Financial Risk and resilience. ”

Thanks toCeFPro for a job well done in organizing this fantastic gathering of some of the top experts in the industry.

Great to see a lead on governance and risk management of AI. With increased adoption, propergovernance and riskmanagement is crucialin order to ensure the models and results are trustworthy and delivering the desired outputs.

A fun panel withCeFPro today on TPRM, cyber, incident response and, of course, AI. Good questions from the audience andall around discussion.

Absolutely loved listing at the conference. Love the live examples given around the pitfalls of AI and how critical it is to have that human loo

This eventprovided a fantastic opportunity to exchange insights with fellow risk professionals and regulators on the critical topics of AI and TPRM.

What an incredible experience at theCeFPro’s Tech & AI Conference in NYC! Thank you to theCeFPro team for hosting such a fantastic event and bringing together thought leaders and experts in the field. Already looking forward to next year!

2026 Event Partners

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Past Event Partners

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The Venue

Hilton Charlotte Uptown,
222 E 3rd St,
Charlotte,
NC 28202,