Bank Virtual Bond Education Series Webinar
May 12, 14, 19, and 21, 2026
10:30 a.m. – 12:00 p.m. CT
Education is the foundation of performance for investment portfolio managers. This is the reason The Baker Group has presented hundreds of seminars and conferences across the country over the last forty-seven years. We continue to bring that history of educational experience to a bond webinar designed specifically for new portfolio managers and those who need to learn the fundamentals of fixed income investing.
The upcoming Virtual Bond Education Series will give attendees the knowledge to better understand the various types of securities available, how to analyze them effectively, and how to use that knowledge to build and manage a high-performance investment portfolio within the framework of the entire balance sheet. We invite you to join us in the following sessions:
Session Topics
Session 1: Tuesday, May 12, 2026
- Introduction to Bonds, Bond Types and the Role of the Portfolio
- Introduction to Bond Analytics
- Characteristics of High Performing Portfolios
- Introduction to Agencies and Callable Agencies
Session 2: Thursday, May 14, 2026
- Introduction to MBS, CMO and CMBS
- Managing Prepayment and Extension Risk
- How to Effectively Analyze MBS/CMO Offerings
Session 3: Tuesday, May 19, 2026
- Municipal Bond Fundamentals
- Developing a Thorough Municipal Credit Analysis Process
- How to Effectively Analyze Municipal Offerings
Session 4: Thursday, May 21, 2026
- Introduction to Institutional Investment Portfolio Management
- How to Develop a Written Investment Strategy
- Integrating Portfolio Management with ALM
- Regulatory Expectations for the Investment Portfolio
Participants
Who should participate: This webinar is designed for presidents, CEOs, CFOs, and those new to their roles in managing or working with the investment portfolio. Directors and new members of the investment and asset/liability management committees will also benefit from this Baker Bond webinar. There is no cost for this webinar.
Course Format
Group live program.
Prerequisites
Basic knowledge of finance and banking is recommended.
Knowledge Level
The level of learning for this seminar is intermediate.
Advanced Preparation
None.
CPE Credits
1.5 hours of Finance CPE Credits per session will be earned for your participation in this group internet-based webinar.
The Baker Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Refunds/Suggestions/Complaints
Because this webinar is presented without charge to participants, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 405.415.7222.