May 19, 2025 | NYCBalance Sheet
OptimizationSecure 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,Managing Director, Head of Balance Sheet Modeling,Royal Bank of Canada
Jonathan Liu,Director, Balance Sheet Management and Strategic Initiatives,Royal Bank of Canada

8:15am – 9:00am | Registration & Breakfast

9:00am – 9:10am | Introduction Session –

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

9:10am – 10:20am | Session One

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

10:20am – 10:50am | Lunch Break & Networking Break

10:50am – 12:30pm | First Game: Balance SheetOptimization –

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

12:30pm – 1:30pm | Lunch Break & Networking Break

1:30pm – 3:00pm | Second Game: Managing Risk Under Constraints –

  • Scenario based decision making exercise

3:00pm – 3:30pm | Afternoon Break

3:30pm – 4:50pm | Third Game: Interest Rate Shock Simulation –

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

4:50pm – 5:00pm | Closing and Q&A

  • Recap of the day’s key topics.

  • Sharing additional resources for continued learning (e.g., courses, papers).

  • Open Q&A session for participants to clarify doubts or discuss further applications.

5:00pm | End of Workshop

Interactive agenda coming soon

Register

Secure Your Place

0Weeks0Days0Hours0Minutes0Seconds
Workshop Ticket

$699
$499*

per person

Expires May 2

*For those representing a financial
institution/government body

PICK THIS TICKET
Workshop + Risk Americas Main Event

$1998
$1498*

per person

Expires May 2

*For those representing a financial
institution/government body

PICK THIS TICKET