Oklahoma CU

2019 Seminar Logo-OKCU

April 11-12, 2019

Oklahoma City, Oklahoma
Colcord Hotel

   15 N Robinson Ave.
   Oklahoma City, OK 73102

Don’t delay,
register today!

One person per submission, please.

Registration deadline is April 5, 2019.

6.5 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 Balance Sheet Strategies Seminar was developed specifically for credit union managers. 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
  • Utilizing Wholesale Markets to Enhance and Stabilize Your Retail Business
  • Meeting Examiners’ Expectations While More Efficiently Measuring and Managing Your Institution’s Liquidity
  • Portfolio Strategy for 2019 - Finding Relative Value in a Flat/Inverted Yield Curve Environment
  • The Value of NCUA’s Low Income Designation

Who Should Attend

Credit union 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 Balance Sheet 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 March 21, 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 identify yourself as a Baker Group attendee. For your convenience, call 405.601.4300 to make hotel reservations.

Colcord Hotel
 15 N Robinson Ave. | Oklahoma City, OK 73102
 Reservations: 405.601.4300
 Hotel price: Deluxe $179 + tax

Seminar Agenda

Thursday, April 11

6:30 p.m.Cocktails — Flint Patio (Colcord Bar)
8:00 p.m.Dinner — Vast

Friday, April 12

8:00 a.m.Breakfast
8:30 a.m.Seminar
12:00 p.m.Lunch
4:00 p.m.Conclusion