Dan Stimpson, Managing Director, Strategic Analytics, Stifel
About Dan:
Dan is a Managing Director in the Strategy and Analytics department at Stifel. In this capacity, Dan works with portfolio managers to assist them in optimizing their investment portfolio return and risk position, while incorporating institutions’ liquidity needs, risk controls and capital constraints. Prior to joining Stifel in 2022, Dan worked as a strategist at Vining Sparks for more than 10 years. He began his career with KPMG, where he provided accounting and audit services to a variety of industries, including banking, broker-dealers, real estate, and commodities. Dan later served as corporate controller at a community bank. He earned his undergraduate and graduate degrees in accounting from the University of Mississippi. In addition, Dan is a certified public accountant and is a member of the American Institute and Tennessee Society of Certified Public Accountants.
Dan’s Presentation: Balance Sheet Strategies in the Current Environment
With rising interest rates, liquidity concerns, and economic uncertainty continuing to challenge community banks, having a sound balance sheet strategy is more critical than ever. In this session, Dan Stimson of Stifel will provide timely insights and actionable strategies to help community banks optimize their balance sheets in today’s environment. From managing interest rate risk to strengthening asset-liability management, Dan will share tools and tactics designed to support stability, profitability, and long-term growth. This session is a must-attend for bankers looking to make informed, strategic financial decisions in a changing marketplace.