Interest Rates and Balance Sheet Management in a Time of Crisis

Thursday, December 31, 2020 10:00 AM - 11:00 AM   iCalendar Central Standard Time

Learn the current state of the markets and a roadmap to manage your financial institution during volatility, including loan and deposit pricing strategies, liquidity management, and considerations for the investment portfolio. Access to a recording of the program will be available to attendees a few days after the live broadcast. Recorded April 9, 2020

• Current Interest Rates and Economic Conditions
• Loan Portfolio Monitoring
• Deposit / Liability Strategy
• Investment Portfolio Opportunities

ATTENDEE PROFILE: Chief Financial Officers and anyone responsible for the financial management of the bank

FEE: M Complimentary | NM $99

Marc Gall currently serves as a Vice President of BOK Financial Institutional Advisors. His primary responsibilities include interest rate risk modeling, developing balance sheet strategies for community banks, facilitating ALCO meetings and investment portfolio management. Prior to joining BOK, he worked at Nexity Bank, M&I Bank and Strong Capital Management. Mr. Gall is a graduate of the University of Wisconsin, La Crosse, where he earned a bachelor’s degree in Finance and Economics. He also earned his M.B.A. from Marquette University and completed the Graduate School of Banking at UW-Madison in 2015.

Kent Musbach currently serves as Senior Vice President of BOK Financial Institutional Advisors. and is responsible for asset/liability and investment portfolio management for clients. Mr. Musbach also advises clients on loan and deposit pricing strategy. In addition, he works with clients to produce annual budgets, capital planning and liquidity management. Mr. Musbach has been in banking for nearly 30 years with experience in retail, lending, investment portfolio management and asset/liability management. He is a graduate of Marquette University with Bachelor of Science in Finance.