Investment Strategies and Interest Rate Risk Seminars

An In-depth Program

Designed to provide community financial institutions with the knowledge necessary to help build and manage high performing investment portfolios utilizing the latest risk management systems.

Who Should Attend

The community financial institution's CEO, CFO, Investment Officer, Board member or any person directly or indirectly responsible for financial management functions.

CPE credits will be earned for your attendance.


Frequently Asked Questions

Click here to view the most frequently asked questions from our seminar attendees.

Fax Registration

To register by fax, click here to download the form.


Seminar attendees should leave with a better understanding of the following topics:

  • Current Economic Conditions and Fed Policy Outlook
  • Pre-Exam Interest Rate Risk Checklist
  • How To Effectively Reduce Extension Risk in The Bond Portfolio
  • Building A Modified Cashflow Barbell To Prepare For The Next Rate Cycle
  • Managing Cash Flows and Options Risk in the Investment Portfolio
  • How To Analyze Your Municipal Bond Credits
  • Managing MBS Cashflow Volatility With Loan Attributes

Changes to Your Registration

To make changes to your registration already submitted, please fill out the update registration form at the link below:

> Update your registration

Seminar Information


Registration

To register online, simply click on the date and location of the seminar you wish to attend then complete the registration form.

Note: Data below is currently being updated

Seminar Dates and Locations for 2012

April 12-14
Dallas, TX

Four Seasons Resort and Club

May 15
Wichita, KS

Crestview Country Club

May 16
Manhattan, KS

Manhattan Country Club

May 23
Lincoln, NE

The Cornhusker Marriott

May 24
West Des Moines, IA

Glen Oaks Country Club

June 20
Sheboygan Falls, WI

The Bull at Pinehurst

July 17
Indianapolis, IN

Hawthorns Golf and Country Club

July 23
Fargo, ND

Ramada Plaza Suites and Convention Center

July 24
Bismarck, ND

Radisson Hotel Bismarck

August 1
Jackson, MI

TBD

August 6
Springfield, IL

Illini Golf and Country Club

August 23
Baton Rouge, LA

Pelican Point Golf & Country Club

TBD
TBD, MN
TBD

September 25
Canton, OH
TBD

September 26
Lima, OH
TBD

October 11-12
Oklahoma City, OK

The Skirvin Hilton