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
Matthew Reader Forgotson joined Performance Trust’s Client Insights and Analytics Team as a Director in 2020. Matt works with hundreds of community banks, assisting them in their efforts to apply analytical principles to their decision-making across their balance sheets. Previously, Matt spent 10 years at Sandler O’Neill/Piper Sandler. Most recently, he served as Director of Balance Sheet Analysis and Strategy, specializing in strategic communication. Prior to this role, Matt spent eight years as a Senior Equity Research Analyst covering small-and mid-cap banks and thrifts across the United States.
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.