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Credit Union Seminar Information

Leadership requires vision. For financial institutions, vision can be defined as “the ability to see and assess an unfolding financial landscape.” Successful managers seek out the tools, resources, and processes that bolster sound decisions in the face of changing market conditions. They also develop the plans and winning strategies necessary to lead their financial institutions to high performance. Establishing such a plan requires a trusted partner; The Baker Group is that partner.

The Baker Group’s Interest Rate Risk and Investment Strategies Seminar is developed specifically for managers of financial institutions. Designed to meet the challenges of 2017, 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
  • Municipal Bonds and the Pension Crisis: How to Develop a Process to Protect Your Portfolio
  • 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