Session Presenters
Matthew Forgotson
Director
Performance Trust Capital Partners, LLC
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About the presenter
Presented by
Matthew Forgotson
Director
Performance Trust Capital Partners, LLC
Matt Forgotson is a director at Performance Trust Capital Partners, LLC on the client insights and analytics team, supporting numerous community banks in implementing analytical strategies for decision-making.
Prior to joining Performance Trust Capital Partners, LLC, Mr. Forgotson spent a decade at Sandler O’Neill/Piper Sandler, notably as director of balance sheet analysis and strategy. With a background as a senior equity research analyst covering small and mid-cap banks and thrifts, he earned dual StarMine Analyst Awards in 2018.
Mr. Forgotson is recognized as an industry thought leader, contributing to publications like Bank Director Magazine and American Banker. His certifications include Series 7, 30, 63, 79, 86 and 87.
A New Look At Your Balance Sheet
Given the state of the industry, actively managing both sides of the balance sheet has become even more important to boards and executive teams to avoid missteps. Even more crucial is what questions directors should be asking when it comes to balance sheet review. During this session we discuss what conversations should be happening in the boardroom.