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Credit Union 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:

  • Market Conditions and the Banking Environment
  • Interest Rates, Liquidity, and Balance Sheet Strategies: Everything’s a Cycle
  • Modeling Interest Rate Risk: Best Practices and Regulatory Compliance
  • Investment Strategy and Security Selection for Each Rate Environment
  • Techniques for Managing MBS to Minimize Prepay Volatility
  • Liquidity, Cash Flow, and the Bond Portfolio

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.


2017 Credit Union Seminar Dates and locations

   March

FFIEC Examiner Training

Washington, DC
March 1, 2017
FFIEC
Speaker: Jeffrey F. Caughron
Information

   April

Investment and Interest Rate Risk Management

Concord, CA
April 25, 2017
FHLB
Speaker: Ryan W. Hayhurst
Information

Investment and Interest Rate Risk Management

Pasadena, CA
April 26, 2017
FHLB
Speaker: Ryan W. Hayhurst
Information

   June

Moss Adams Credit Union Conference

Portland, OR
June 22, 2017
Moss Adams
Speaker: Ryan W. Hayhurst
Information

   August

FHLB Cincinnati Annual Conference

Cincinnati, OH
August 9-10, 2017
FHLB
Speaker: Ryan W. Hayhurst
Information

CUNA Economics and Investment Conference

Las Vegas, NV
August 13-15, 2017
CUNA
Speaker: Ryan W. Hayhurst
Information

   October

IRR and Investment Strategies Seminar

Cedar Rapids, IA
October 9, 2017
FHLB and Baker
Speaker: Ryan W. Hayhurst
Information

IRR and Investment Strategies Seminar

Minneapolis, MN
October 10, 2017
FHLB and Baker
Speaker: Ryan W. Hayhurst
Information