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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

Seminars and Speaking Events

Below is a list of upcoming Baker Group Interest Rate Risk and Investment Strategies seminars plus additional events where our speakers will be making presentations.

The Baker Group has always held a leadership role in presenting asset/liability and investment management educational programs for community financial institutions. Now more than ever, it is essential that financial institutions achieve a higher level of knowledge and understanding in these critical areas.


2018 Seminar Dates and locations

   January

IBAT Winter Summit

Beavercreek, CO
January 16-17, 2018
IBAT
Speaker: Dale Sheller

   February

IBAT Regional Meetings

Various, TX
February 5-9, 2018
IBAT
Speaker: Dale Sheller

FFIEC Examiner Training

Washington, DC
February 6, 2018
FFIEC
Speaker: Ryan W. Hayhurst

NDBA Bank Management Conference

Phoenix, AZ
February 15-16, 2018
NDBA
Speaker: Jeffrey F. Caughron

   March

CBAI Investment and IRR Seminar

 Springfield, IL
March 8, 2018
CBAI
Speaker: Baker Speakers

   April

IBAT Board Meeting

Oklahoma City, OK
April 4-5, 2018
IBAT
Speaker: Ryan W. Hayhurst

The Baker Group’s Seminar

Destin, FL
The Henderson
April 12-13, 2018
The Baker Group
Speakers: Baker Speakers
Information

IRR and Investment Strategies Seminar

Richmond, VA
April 17, 2018
VBA
Speaker: Ryan W. Hayhurst, Dale Sheller

IRR and Investment Strategies Seminar

Charleston, WV
April 18, 2018
WVBA
Speaker: Ryan W. Hayhurst, Dale Sheller

FFIEC Examiner Training

Washington, DC
April 24, 2018
FFIEC
Speaker: Jeffrey F. Caughron

Asset/Liability Management Seminar

Pittsburgh, PA
April 27, 2018
FHLB/PBA
Speaker: Ryan W. Hayhurst

   May

SCBA ALM Conference

Charleston, SC
May 3, 2018
SCBA
Speaker: Ryan W. Hayhurst

The Baker Group’s Seminar

Wichita, KS
Flint Hills National Golf Club
May 7, 2018
The Baker Group
Speakers: Baker Speakers
Information

IBAT CFO Summit

Austin, TX
May 10-11, 2018
IBAT
Speaker: Ryan W. Hayhurst

Oklahoma Bankers Association Convention

Tulsa, OK
May 22, 2018
OBA
Speaker: Drew Simmons

FBA 7th Annual CFO Symposium

Sarasota, FL
May 24, 2018
FBA
Speaker: Ryan W. Hayhurst

   June

Oklahoma Bankers Association - Intermediate School

Oklahoma City, OK
June 5, 2018
OBA
Speaker: Matt Harris

The Baker Group’s Seminar

Des Moines, IA
Glen Oaks Country Club
June 11, 2018
The Baker Group
Speakers: Baker Speakers
Information

The Baker Group’s Seminar

Lincoln, NE
Wilderness Ridge Golf Club
June 12, 2018
The Baker Group
Speakers: Baker Speakers
Information

NDBA Convention

Fargo, ND
June 12, 2018
NDBA
Speaker: Baker Speakersv

The Baker Group’s Seminar

Stevens Point, WI
SentryWorld Golf Course
June 20, 2018
The Baker Group
Speakers: Baker Speakers
Information

   July

South Carolina Banker's Association Banking School

Greenwood, SC
July 9-11, 2018
SCBA
Speaker: Dale Sheller

Alabama Banker's Association Banking School

Mobile, AL
July 16-17, 2018
ABA
Speaker: Lester Murray, Dale Sheller

   August

The Baker Group’s Seminar

Springfield, IL
Illini Golf and Country Club
August 6, 2018
The Baker Group
Speakers: Baker Speakers
Information

FHLB Cincinnati Annual Conference

Nashville, TN
August 8-9, 2018
FHLB
Speaker: Ryan W. Hayhurst

CBAG CFO Seminar

Atlanta, GA
August 13-14, 2018
CBAG
Speaker: Ryan W. Hayhurst, Dale Sheller

   September

IBAT Convention

San Antonio, TX
September 24, 2018
IBAT
Speaker: Ryan W. Hayhurst

   October

The Baker Group’s Seminar

Oklahoma City, OK
The Skirvin Hilton
October 11-12, 2018
The Baker Group
Speakers: Baker Speakers
Information

Impacts of Tax Reform on the Banking Industry

Oklahoma City, OK
October 24, 2018
CBAO
Speaker: Dana Sparkman, CFA

   November

OBA A/L and Investments Seminar

Oklahoma City, OK
November 27, 2018
OBA
Speaker: Baker Speakers