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 seminar event has already passed. Please look ahead to our future seminars and events.

This seminar event has already passed. Please look ahead to our future seminars and events.

This seminar event has already passed. Please look ahead to our future seminars and events.

July 29, 2021

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 Update: Post-Pandemic Policy and Market Conditions
  • Recent Banking Industry Trends
  • Regulatory Hot Button Issues for 2021
  • Best Practices for Interest Rate Risk Management and Liquidity Risk Management
  • Developing an Investment Strategy Process to Successfully Deploy Excess Liquidity
  • Finding the Best Relative Value in Today’s Bond Market
  • Municipal Credit Risk and Recommendations: What to Buy and What to Avoid
  • Mortgage Market Prepays and Cash Flow Analysis: The Good, the Bad, and the Ugly
Location

Delta Hotels by Marriott Fargo
1635 42nd St SW
Fargo, ND 58103
701.277.9000

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
Thursday, July 29, 2021
Time Agenda
8:00 am
Breakfast
9:00 am
Seminar
12:00 pm
Lunch
3:00 pm
Conclusion

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.

August 1–2, 2021

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 Update: Post-Pandemic Policy and Market Conditions
  • Recent Banking Industry Trends
  • Regulatory Hot Button Issues for 2021
  • Best Practices for Interest Rate Risk Management and Liquidity Risk Management
  • Developing an Investment Strategy Process to Successfully Deploy Excess Liquidity
  • Finding the Best Relative Value in Today’s Bond Market
  • Municipal Credit Risk and Recommendations: What to Buy and What to Avoid
  • Mortgage Market Prepays and Cash Flow Analysis: The Good, the Bad, and the Ugly
Location

Illini 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
Sunday, August 1, 2021
Time Agenda
6:00 pm
Cocktails at Saputo’s (included)
7:00 pm
Dinner at Saputo’s (included)
Monday, August 2, 2021
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
11:30 am
Lunch
12:30 pm
Golf at Illini Country Club (included)
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.

*Due to COVID-19, Baker reserves the right to convert in-person events to virtual delivery with as much advance notice of the change(s) as is practical under the circumstances.

August 30, 2021

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 Update: Post-Pandemic Policy and Market Conditions
  • Recent Banking Industry Trends
  • Regulatory Hot Button Issues for 2021
  • Best Practices for Interest Rate Risk Management and Liquidity Risk Management
  • Developing an Investment Strategy Process to Successfully Deploy Excess Liquidity
  • Finding the Best Relative Value in Today’s Bond Market
  • Municipal Credit Risk and Recommendations: What to Buy and What to Avoid
  • Mortgage Market Prepays and Cash Flow Analysis: The Good, the Bad, and the Ugly
Location

Lake Arrowhead
1195 Apache Lane
Nekoosa, WI 54457
715.325.2929

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 30, 2021
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
12:00 pm
Lunch
1:00 p.m.
Golf
The Baker Group Seminar at Lake Arrowhead

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

4 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.

September 30, 2021

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 Update: Post-Pandemic Policy and Market Conditions
  • Recent Banking Industry Trends
  • Regulatory Hot Button Issues for 2021
  • Best Practices for Interest Rate Risk Management and Liquidity Risk Management
  • Developing an Investment Strategy Process to Successfully Deploy Excess Liquidity
  • Finding the Best Relative Value in Today’s Bond Market
  • Municipal Credit Risk and Recommendations: What to Buy and What to Avoid
  • Mortgage Market Prepays and Cash Flow Analysis: The Good, the Bad, and the Ugly
Location

Findlay, OH
Findlay Country Club
1500 Country Club Drive
Findlay, OH 45840
419.422.9263

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
Thursday, September 30, 2021
Time Agenda
8:00 am
Breakfast
8:30 am
Seminar
12:00 pm
Lunch
1:00 pm
Golf
Wilderness Ridge Golf Club in Lincoln, Nebraska

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

4 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.

October 20-22, 2021

Event Details

Our annual conference, the first in over a year, will address challenges and opportunities faced by financial institutions in the wake of the COVID pandemic. Attendees will see data and analysis of the latest industry trends, and hear presentations from our guest economist as well as Baker financial analysts. Block off your calendar. We look forward to seeing you there!

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 Update: Post-Pandemic Policy and Market Conditions
  • Recent Banking Industry Trends
  • Regulatory Hot Button Issues for 2021
  • Best Practices for Interest Rate Risk Management and Liquidity Risk Management
  • Developing an Investment Strategy Process to Successfully Deploy Excess Liquidity
  • Finding the Best Relative Value in Today’s Bond Market
  • Municipal Credit Risk and Recommendations: What to Buy and What to Avoid
  • Mortgage Market Prepays and Cash Flow Analysis: The Good, the Bad, and the Ugly
Location

The Skirvin Hotel
One Park Avenue
Oklahoma City, OK 73102
405.272.3040

Featured Speaker
Dr. Gary Shilling - Guest Speaker for The Baker Group

Dr. Gary Shilling
President of A. Gary Shilling & Company, Inc.

Dr. Gary Shilling is President of A. Gary Shilling & Company, Inc., the economic consulting firm he founded in 1978. Best known for analyzing and forecasting economic and financial developments in the U.S. and abroad, Shilling’s commentaries appear regularly in Forbes Magazine, The New York Times, and The Wall Street Journal.

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.

Hotel Reservations

You are responsible for your own hotel reservations. A block of rooms has been reserved for The Baker Group seminar participants. To assure accommodation availability with The Skirvin Hotel, reservations should be made at the hotel by September 20, 2021. Room reservations received after this date will be confirmed on a space-and-rate available basis. When you call or click here for hotel reservations, be sure to identify yourself as a Baker Group attendee and use Booking Code: BAKER in order to receive the correct rate.

The Skirvin Hotel

One Park Avenue
Oklahoma City, OK 73102
Reservations: 1-800-HILTONS
Hotel price: Deluxe $159 + tax

Agenda
Wednesday, October 20, 2021
Time Agenda
TBD
Golf (Twin Hills Golf & Country Club)
Thursday, October 21, 2021
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
12:00 pm
Lunch
4:00 pm
Adjourn
6:30 pm
Cocktails
7:00 pm
Dinner
Friday, October 22, 2021
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
12:00 pm
Conclusion

Guest Speaker: Dr. Lacy H. Hunt

Guest Speaker Lacy Hunt for The Baker GroupDr. Lacy H. Hunt, an internationally-known economist, is Executive Vice President of Hoisington Investment Management Company, which manages over $3 billion for pension funds, endowments, insurance companies, and others. In this position he is also Vice Chairman of the Strategic Investment Committee.

Lacy is the author of two books and numerous articles in leading magazines, periodicals and scholarly journals. Included among the publishers of his articles are Barron’s, The Wall Street Journal, The New York Times, and the Journal of Finance. He is a regular contributor to Standard and Poor’s Credit Week and The Blue List. Dr. Hunt’s views have been quoted many times by the Wall Street Journal, the New York Times, Business Week, Barron’s, U.S. News & World Report, Investor’s Business Daily, and many other periodicals. He has been a guest on PBS on the Nightly Business Report, the News Hour, and Wall Street Week. He has been on CNN’s Moneyline and Business Morning and on CNBC’s World Business and Business Insiders. He was also on the CBS Evening News, NBC’s Today Show, and ABC’s World News Tonight.

For nearly fourteen years he was Chief U.S. economist for the HSBC group, one of the world’s largest financial institutions. He was also Executive Vice President and Chief Economist at Fidelity Bank. Earlier he served as Vice President for Monetary Economics at Chase Econometrics Associates. A native of Texas, Dr. Hunt held the position of Senior Economist for the Federal Reserve Bank of Dallas. Lacy earned his BA from the University of the South (1964), his MBA from the Wharton School of the University of Pennsylvania (1966), and his Ph.D. in Economics from Temple University (1969).

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

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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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.

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  • Date: April 22, 2020
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