May 19, 2025 | NYCBalance Sheet
Optimization Secure Your Place

May 19 – Risk Americas Workshop

Managing a Bank’s Balance Sheet

This one-day intensive workshop is designed to put you behind the wheel as the management board in charge of a bank’s entire balance sheet. As the board, you will be faced with several different scenarios that mirror real challenges faced by balance sheet managers. The market has high expectations for both the height and stability of your earnings – expectations that you will need to meet. At the same time, you must abide by regulatory and business constraints.

Registration begins at 9:00 AM and the program concludes at 5:00 PM. The agenda includes allocated time for refreshment breaks, networking opportunities, and lunch. 

Due to the intensive and interactive nature of this workshop, seats are limited and will be allocated on a first-come, first-served basis. 

Reserve your place today to ensure your participation! 

What you’ll gain from attending:

  • Learn how to think about a bank’s balance sheet holistically.
  • Understand the dynamic interplay between different components of a bank’s balance sheet.
  • Learn how to optimize a balance sheet under different constraints.
  • Networking opportunities with industry peers. 

May 19 – Risk Americas – Managing a Bank’s Balance Sheet

Agenda


Mitchell Chad, Senior Managing Director, Balance Sheet Modeling and Optimization, RBC
Jonathan Liu, Senior Consultant, RBC

Introduction Session –

  • Welcome and objectives overview
  • Brief on workshop format and expectations

 

Presentation –

  • Key bank balance sheet ratios (e.g., Tier 1 Capital, LCR)
  • Regulatory regimes (e.g., Basel IV)
  • Asset-liability management basics

First Game: Balance Sheet Optimization –

  • Setup & team assignments
  • Play Simulation
  • Solutions presentation
  • Answer review & discussion

Lunch Break & Networking Break

Second Game: Managing Risk Under Constraints –

  • Scenario based decision making exercise

Third Game: Interest Rate Shock Simulation –

  • Teams adjust balance sheets based on interest rate changes
  • Discussion on pricing strategies and risk mitigation

Conclusion & Wrap-up –

  • Key takeaways and learnings
  • Q&A and feedback session

End of Workshop –

Interactive agenda coming soon

Register

Secure Your Place

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Workshop Ticket

$699
$499*

per person

Expires May 2

*For those representing a financial
institution/government body

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Workshop + Risk Americas Main Event

$1998
$1498*

per person

Expires May 2

*For those representing a financial
institution/government body

PICK THIS TICKET