When faced with uncertainty, it’s often difficult to devise a path forward. During this session we’ll explore actionable strategies your bank can to take to move forward with certainty, regardless of any environmental or economic challenge that presents itself.

Looking at bank data from the 2008 Financial Crisis, we’ll illustrate that financial institutions executing a growth strategy without fail, weather the storm significantly better than the banking industry as a whole. What specific strategies should banks be using now and in the future? Please join David Carlson from Haberfeld and Todd Taylor and Omar Hinojosa from Taylor Advisors for a one-hour webinar to create a path forward.

© 2020 Haberfeld. All rights reserved.

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David Carlson

Webinar Hosts

David is a frequent speaker at industry conferences on topics such as new customer acquisition strategies, revenue enhancement, strategic planning and sales and marketing initiatives. David holds a Bachelor of Science degree in Business from the University of Nebraska.

David Carlson
Haberfeld, Senior Executive Vice President

Todd Taylor

Todd Taylor
Taylor Advisors, Founder and President

Todd Taylor is a Certified Public Accountant and a Chartered Financial Analyst charter holder. Todd has spoken at numerous state and national conferences on balance sheet management, bank investments, and risk management.

Omar Hinojosa

Omar Hinojosa
Taylor Advisors, Senior Consultant

Omar Hinojosa works with institutions across the Midwest, Southeast and Southwest regions. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Louisville CFA society.

Key points covered

What you'll take away

  • Constructing a resilient Asset Liability Management plan
  • Developing proactive risk management practices and strategy formation
  • Understanding economic and environmental impacts to your Investment Portfolio
  • Executing an on-going plan to growing low cost deposits and non-interest income
  • Integrating knowledge of your balance sheet with strategies to improve decision making and profitability
  • Bank-specific information relevant to their key balance sheet positions and performance metrics
  • Thought provoking Insights from other participants
  • Follow up email with notes, free consultation, and summary of key points
  • Direct access to David and Todd by phone or email after the webinar if you require further advice or support

ACCELERATING GROWTH

Navigating Uncertainty: Creating a Path Forward

REGISTER TODAY

Join us for this free webinar Tuesday, April 7 at 11:00 am CST

Haberfeld Webinars

A limited number of seats are available.
Reserve your spot today!

REGISTER TODAY

Navigating Uncertainty: Creating a Path Forward

REGISTER TODAY

Join us for this free webinar Wednesday, May 20 at 2:00-3:00 pm EDT

Each attendee will receive bank-specific information relevant to their key balance sheet positions and performance metrics

Haberfeld Webinars, in collaboration with Taylor Advisors