Stifel Solutions for Year-End Planning

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Stifel Solutions for Year-End Planning
Thursday, October 30 | 1:00 – 2:00 p.m. ET

In September, the Fed resumed its monetary policy easing cycle, initiating an interest rate cut of 25 bps after a period of holding rates steady. The Fed’s updated quarterly "dot plot" indicated that policymakers expect two additional quarter-point cuts before the end of 2025 and one during 2026. Depositories should benefit from interest rate cuts; however, persistent inflation could mean the Fed doesn’t cut rates as much as expected, which may dampen the current projected improvement to net interest income for next year.

Please join us for a webinar discussing the current economic landscape, market conditions, and actionable strategies designed to assist your institution to improve earnings in 2026.

In this webinar you will learn:

• Investment Portfolio and Balance Sheet Trends: Analyzing current trends
  to inform future strategies
• Year-End Investment Strategies: How to optimize investment portfolios
  as the year closes
• Funding and Swap Strategies: Tools to manage funding costs
  and interest rate risk
• Balance Sheet Positioning for 2026: Strategies to prepare for next year’s
  economic environment

Register Here

ICBA and Stifel
This webinar is being presented for state associations and other community banks by ICBA Securities and its exclusively endorsed broker/dealer, Stifel.

Continuing Professional Education
Attendees who meet registration and participation requirements can earn 1 CPE credit for this session. For additional questions regarding this webinar, concerns and/or cancellation policies, please email us at fixedincomeevents@stifel.com.

Cost
There is no cost to attend this webinar. Due to this program being offered free of charge, there will be no refunds issued.

Prerequisites
Those working as CEOs, CFOs, investment managers, directors, and anyone responsible for balance sheet or investment portfolio management who have the working knowledge necessary to benefit from the content of this webinar.

Instructions for Audio/Video
You will receive instructions to access the webinar after your registration is confirmed. If you do not receive a registration confirmation email, please contact your Stifel representative.

Additional Information
Field of Study: Specialized Knowledge
Advance Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet-Based
Participants can earn 1 hour of CPE credit

Questions?
For additional questions regarding this webinar, concerns, etc. please contact Jim Reber at 901-262-1353 or email jreber@icbasecurities.com.

ICBA Securities 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. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website: www.nasbaregistry.org.

This material is intended for institutional use only. It has been prepared for general information purposes only and does not consider investment objectives, financial situation or particular needs of any specific institution. Institutional investors should seek financial advice as to the appropriateness of investing in any security or investment strategy mentioned or recommended. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument. Stifel Nicolaus & Company, Incorporated is a broker-dealer and a member of NYSE, FINRA and SIPC.