November 3–4, 2021

Event Details

The Baker Group’s Interest Rate Risk and Investment Strategies Seminar* was developed specifically for managers of credit unions. Designed to meet the market challenges of today, it is an in-depth examination of current topics including:

  • Recent Credit Union Industry Trends
  • Regulatory Hot Button Issues for 2021/2022
  • Best Practices for IRR and Liquidity Risk Management
  • Developing a Meaningful Investment Strategy
  • Finding the Best Relative Value in Today’s Market
Location

Mohegan Sun
1 Mohegan Sun Boulevard
Uncasville, CT 06382
General Information: 888.226.7711
Hotel Reservations: 888.777.7922

Attendees

Who should attend: Credit unions’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this seminar. There is no cost for this seminar.

Attendance to The Baker Group’s Interest Rate Risk and Investment Strategies Seminar is limited in order to allow attendees as much one-on-one and Q&A time as needed.

Accommodations

A block of rooms is available at the JW Marriott. Identify yourself as a Baker Group attendee when calling 800.228.9290 or click the “Reserve a Room” button below for hotel reservations. The special room rate will be available until April 4, 2022 or until the room block is sold out. Hotel price: Deluxe $243 + fees/tax.

JW Marriott Minneapolis
Mall of America
2141 Landau Lane
Minneapolis, MN 55425
800.228.9290

Agenda
Wednesday, November 3, 2021
Time Agenda
TBD
Cocktails and Refreshments (included)
Thursday, November 4, 2021
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
12:00 pm
Lunch
3:00 pm
Conclusion
Mohegan Sun Exterior

Course Format

Group live program.

Knowledge Level

The level of learning for this seminar is intermediate.

Prerequisites

Basic knowledge of finance and banking is recommended.

Advanced Preparation

None.

CPE Credits

6 hours of Economics and Finance CPE credits will be earned for your attendance.

Logo for the National Registry of CPE SponsorsThe 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.

After completing this seminar, you will be able to:

  • Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
  • Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
  • Recognize the Difference Between Earnings at Risk and Capital at Risk
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds
Refunds/Suggestions

Because this seminar is presented without charge to attendees, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the seminar. Your comments should be directed to Skoshi Heron at 1.888.990.0010.

*The Baker Group is closely following the spread and impact of the coronavirus (COVID-19) within the context of upcoming conferences, meetings, and educational events. Be assured that the health and safety of our attendees and staff is our top priority. We will be following the latest CDC Guidelines at all events. This may include, but not limited to, wearing masks and social distancing.