October 3, 2018

Findlay, Ohio
Findlay Country Club

1500 Country Club Drive
Findlay, OH 45840

Don’t delay,
 register today!

One person per submission, please.

Registration deadline is September 28, 2018. 

Seminar Information

Successful strategies require INSIGHT. The Baker Group has long been known for its proven software and products, but it takes insight to make sound, strategic decisions. For financial institutions, insight can be defined as the ability to see what others may not see.

Successful financial institution managers know the importance of achieving a high-performance plan. Establishing such a plan requires not only sound data and accurate information, but also an insightful partner; The Baker Group is that partner.

The Baker Group’s Interest Rate Risk and Investment Strategies Seminar was developed specifically for managers of financial institutions. Designed to meet the challenges of 2018, it is an in-depth examination of current topics including:

  • Economic Overview, Market Update, and Fed Policy Outlook
  • Late Cycle Behavior – Preparing the Balance Sheet for the Next Environment
  • Best Practices to Comply With the Latest Liquidity and IRR Regulatory Guidance
  • What Should Our Bank 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.

Seminar Agenda

8:00 a.m.Continental Breakfast
8:30 a.m.Seminar
12:00  p.m.Lunch
1:00 p.m.Golf