"Current Issues" Capital Markets Workshop - North Carolina

Brought to you by TIB Capital Markets.

September 11, 2014
9 AM - 4 PM (Breakfast & Lunch Included)
Grandover Resort & Conference Center , One Thousand Club Road, Greensboro, NC 27407

In this COMPLIMENTARY and timely workshop, there’s something for everyone. Attendees will receive instruction regarding the various types and nuances of investment securities, evaluation of municipal credits, managing loan concentrations, stress testing, and interest rate risk and managing a bank's investment portfolio in a rising rate environment. 

Topics Of Instruction:

We will provide detailed coverage and examination of the following topics/areas of instruction:

  • Liquidity Stress Testing Examples
  • Loan Strees Testing Examples
  • Managing Loan Concentrations
  • ALLL Methodology
  • Ecomonic/FOMC Update
  • MBS Sector Analysis
  • Municipal Securities Analysis
  • Investment Policy Development

Plus, each attendee will receive a free ALM & IRR Sample Report For Your Bank

Who Should Attend:

CEOs, CFOs, CLOs, Controllers and Management Trainees and individuals designated for Succession Planning  will benefit directly from this workshop.  There is no charge for the workshop.


  • David Linaburg, Chief Credit Risk Officer, TIB
  • Chuck Phelan, Chief Treasury Officer, TIB
  • Todd Wentz, Director of Fixed Income Strategies, TIB
  • Bruce Taylor, Director of Fixed Income Sales, TIB
  • David Terrell, Portfolio Manager, TIB

Seminar Information

The level of learning for this workshop is intermediate.  Basic knowledge of finance and banking is recommended.  Because this is a complimentary seminar, there are no refund or cancellation policies.

CPE Credits

Up to Nine CPE credit hours in Economics, Finance and Math may be earned with your attendance.

Attire:  Business Casual

More Information:  (972) 650-6510


TIB is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Concerns regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Registration for this event is closed.