Seminars – Banks

For years, Baker Group representatives have spoken at banking schools, seminars, conventions, and workshops across the country in order to help community financial institutions and credit unions gain insights and education on key topics that are relevant to their respective institutions.

The Baker Group Seminars

This event has been cancelled and we are working on a way to bring you the same information via a different type of venue. We will keep you updated as information becomes available.

This event has been cancelled and we are working on a way to bring you the same information via a different type of venue. We will keep you updated as information becomes available.

This event has been cancelled and we are working on a way to bring you the same information via a different type of venue. We will keep you updated as information becomes available.

This event has been cancelled and we are working on a way to bring you the same information via a different type of venue. We will keep you updated as information becomes available.

August 3, 2020

Event Details

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

  • Economic Conditions, Interest Rate Outlook, and Fed Policy
  • Investment Strategies to Protect Yield and Fight Margin Compression
  • Liquidity and Interest Rate Risk – Thoughts on Current Conditions
  • Security Selection for the Bond Portfolio – Finding Relative Value
  • Funding, Loan trading, and CMBS – Strategies to Optimize the Balance Sheet
  • Municipal Bond Landscape: Strategies and Credit Analysis
Location

Illini Golf and Country Club
1601 Illini Road
Springfield, IL 62704
217.546.2830

Attendees

Who should attend: Financial institutions’ 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.

Agenda
Monday, August 3, 2020
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
11:30 am
Lunch
12:30 pm
Golf
Illini Country Club

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

3 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.

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  • Date: 01-26-2020
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  • Venue: IBAT
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February
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  • Date: 02-15-2020
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IBAT Regional Meetings

Event Details
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March
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  • Location: Newark, NJ
  • Venue: NJBA
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Event Details
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  • Location: O'Fallon, IL
  • Venue: FHLB
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April
Description

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Event Details
  • Date: 04-01-2020
  • Location: Springfield, IL
  • Venue: FHLB
  • Event URL: Click Here
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Description

Managing Interest Rate Risk, Liquidity & Performance in a Rising Rate

Each attendee will receive a custom packet for their Institution which will include bank-specific performance data and peer group comparison, non-maturity deposit analysis, surge balance study, and a liquidity stress test.

Event Details
  • Date: April 22, 2020
  • Location: Charleston, WV
  • Venue: WVBA
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Description

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Event Details
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  • Location: Annapolis, MD
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May
Description

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Event Details
  • Date: 05-04-2020
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Description

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Event Details
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Event Details
  • Date: 05-11-2020
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Event Details
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