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RETAIL & SMALL BUSINESS  ■  TRUST & INVESTMENT MANAGEMENT  ■  COMPLIANCE  ■  RISK MANAGEMENT

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Education

GENERAL SESSION
Wednesday, September 20, 2023 — 8:45 AM - 9:45 AM

Current Economic Climate and the Interest Rate Environment
This comprehensive analysis of the current factors that directly affect every part of the business of banking will explore the factors and trends at work, and how those factors will impact monetary policy and the Federal Reserve’s future decisions about rates.


GENERAL SESSION
Wednesday, September 20, 2023 — 4:00 PM - 5:00 PM

Perspectives on Current Balance Sheet Challenges
Banks are facing enormous balance sheet challenges that are squeezing margins. Deposit insurance, liquidity, bond durations, interest rate uncertainty, cost of funds – these are just some of the factors at work on today’s bank balance sheet. Our panelists, from various perspectives, will offer their views on these challenges and how they may best be managed.

GENERAL SESSION
Thursday, September 21, 2023 — 12:00 PM - 1:00 PM

The Transformative Power of AI for Banks
Discussion around artificial intelligence (AI) has been unavoidable over the past year as ChatGPT captured the public’s imagination. In this session we will develop a foundation for understanding what AI is, the opportunities and risks that must be weighed, and potential use cases for banks. We’ll also explore policymaker reactions and activity.


SESSIONS WILL FOCUS ON...

  The Customer Journey

  Experience v. Transaction

  Creating a Culture of Innovation

  The Changing Market for Trusts

  What Investors Expect Now

  Fresh Challenges to Regulatory Compliance

  Data and Tools Compliance Pros Need

 The Changing Risk Landscape
 The Networked Economy and Risk

And more!

99 Park Avenue, Suite 1700  | New York, NY 10016 | Ph: (212) 297-1600

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