New 40th Main Image AZ-02

Join us at our 40th Anniversary seminar celebration
in Scottsdale, AZ, at The Westin Kierland Resort

October 24-25, 2019

Scottsdale, Arizona
The Westin Kierland Resort & Spa

6902 East Greenway Parkway
Scottsdale, AZ 85254

Don’t delay,
register today!

One person per submission, please.

Registration deadline is October 18, 2019.

11 hours of CPE credits will be earned for your attendance.

For forty years The Baker Group has been known for its proven software and products, and for helping clients make sound, strategic decisions.

The Baker Group’s Interest Rate Risk and Investment Strategies Seminar was developed specifically for managers of financial institutions. Designed to meet current financial challenges, it is an in-depth examination of topics including:

  • Economic Overview, Market Update, and Fed Policy Outlook
  • Interest Rate Cycle Dynamics – Preparing the Balance Sheet for the Next Environment
  • Best Practices to Comply with the Latest Liquidity and IRR Regulatory Guidance
  • What Should Our Institution Be Buying Today? Seeking the Best Relative Value
  • Managing Cashflow Optionality to Protect Against Extension and Contraction Risk
  • Protecting Your Portfolio with a Robust Municipal Credit Process

Who Should Attend

Financial institutions’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this seminar. There is no cost for this seminar.

Attendance to The Baker Group’s Interest Rate Risk and Investment Strategies Seminar is limited in order to allow attendees as much one-on-one and Q&A time as needed. The level of learning for this seminar is intermediate to advanced, and basic knowledge of finance and banking is recommended. Because this seminar is presented without charge to attendees, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the seminar. Your comments should be directed to Skoshi Heron at 1.888.990.0010.

Hotel Reservations

You are responsible for your own hotel reservations. A block of rooms has been reserved for The Baker Group Seminar participants. To assure accommodation availability, reservations should be made at the hotel by October 2, 2019. Room reservations received after this date will be confirmed on a space-and-rate available basis. When you call for hotel reservations, be sure to ask for The Baker Group’s 40th Anniversary rate. For your convenience, click here or call 480.624.1000 to make hotel reservations.

The Westin Kierland Resort & Spa
6902 East Greenway Parkway | Scottsdale, AZ 85254
Reservations: 480.624.1000
Hotel price: Superior $299 + tax
Hotel Reservation Link

Seminar Schedule

Wednesday, October 23

6:00 p.m.Cocktails
7:00 p.m.Dinner

Thursday, October 24

7:30 a.m.Breakfast
8:30 a.m.Seminar
12:00 p.m.Lunch
4:30 p.m.Adjourn
6:00 p.m.Cocktails
7:00 p.m.Dinner

Friday, October 25

7:30 a.m.Breakfast
8:30 a.m.Seminar
11:30 a.m.Conclusion
12:45 p.m.Golf – Westin Kierland Golf Club