Seminars – Credit Unions

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.

Baker Group is recognized as the industry leader in education on portfolio strategies and interest rate risk at seminars and conferences across the country. However, we also offer many of these same education and strategic services directly to our clients.

Our financial strategies team provides individually tailored plans to help your institution achieve its financial goals. We also have decades of experience in virtually all areas of financial management with a specialty in keeping up with the almost daily-changing regulations.

We will work with your board of directors and senior management to assist in the development of strategic plans as well as helping you understand the regulatory environment.

For additional information, contact a Baker representative and don’t miss our ongoing educational programs throughout the year.

The Baker Group Seminars

May 2–3, 2022

Minnesota Credit Union Network and The Baker Group presentMNCUN and The Baker Group Logos

Interest Rate Risk and Investment Strategies Seminar

Event Details

Two years after the pandemic left financial institutions drowning in excess liquidity at historically low interest rates, the industry faces a new challenge… rising interest rates. The Fed has quickly pivoted from supporting the economy to fighting inflation and credit unions are now facing the first rising rate environment in years. Regulators have watched with concern as loan and investment durations extended to record highs in a search for yield and will have a renewed focus on the Investment Portfolio and Interest Rate Risk Management. Portfolio managers can no longer be reactive, but must be proactive in managing their investment portfolio and balance sheet in the face of rising rates and a flattening yield curve. This seminar will examine all of these concerns and present actionable strategies to better prepare your institution for the uncertainty ahead.

Join us for an in-depth discussion of the following topics:

  • Economic and Market Update — Review of current economic conditions and the outlook for growth, inflation, and interest rates
  • The Powell Pivot — Update on rate hikes, tapering, and the outlook for Federal Reserve monetary policy
  • Interest Rate Risk — How to ensure you are prepared for the heightened regulatory focus coming in the years ahead
  • Liquidity Risk Management — Best practices for managing liquidity risk as rates rise
  • Investment Portfolio Strategies — Adapting your strategy and finding the best relative value for rising rates and a flattening yield curve
  • MBS/CMO Market — Balancing prepayment and extension risk in an uncertain mortgage rate environment
  • Municipal Market Update — The latest on managing municipal credit risk and finding the best relative value
Location

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

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.

Cost for this seminar:
$149 CUs <100mm
$199 CUs >100mm

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
Monday, May 2, 2022
Time Agenda
6:30 pm
Cocktails and Refreshments (included)
Tuesday, May 3, 2022
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
12:00 pm
Lunch
4:00 pm
Conclusion
Minneapolis Skyline

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

7 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

September 14, 2022

Event Details

Two years after the pandemic left financial institutions drowning in excess liquidity at historically low interest rates, the industry faces a new challenge… rising interest rates. The Fed has quickly pivoted from supporting the economy to fighting inflation and institutions are now facing the first rising rate environment in years. Regulators have watched with concern as loan and investment durations extended to record highs is a search for yield and will likely renew their focus on the Investment Portfolio and Interest Rate Risk Management in 2022. Portfolio managers can no longer be reactive, but must be proactive in managing their investment portfolio and balance sheet risk in the face of rising rates and a flattening yield curve. This seminar will examine all of these concerns and present actionable strategies to better prepare your institution for an uncertain 2022.

Join us for an in-depth discussion of the following topics:

  • Economic and Market Update – Review of current economic conditions and the outlook for growth, inflation, and interest rates
  • The Powell Pivot – Update on rate hikes, tapering, and the outlook for Federal Reserve monetary policy
  • Interest Rate Risk – How to ensure you are prepared for the heightened regulatory focus coming in 2022
  • Liquidity Risk Management – Best practices for managing liquidity risk as rates rise
  • Investment Portfolio Strategies – Adapting your strategy and finding the best relative value for rising rates and a flattening yield curve
  • MBS/CMO Market – Balancing prepayment and extension risk in an uncertain mortgage rate environment
  • Municipal Market Update – The latest on managing municipal credit risk and finding the best relative value
Location

Encore Boston Harbor
1 Broadway
Everett, MA 02149
402.944.6000

Encore Boston Harbor
1 Broadway
Everett, MA 02149
402.944.6000

Accommodations

A block of rooms is available at the Encore Boston Harbor Resort. Identify yourself as a Baker Seminar attendee when calling (857) 770-7000. The special room rate will be available until August 14, 2022 or until the room block is sold out. Hotel price: $289 + fees/tax.

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
Tuesday, September 13, 2022
Time Agenda
6:30 pm
Cocktails
Wednesday, September 14, 2022
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
12:00 pm
Lunch
4:30 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

7 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.

November 4, 2022

Event Details

Two years after the pandemic left financial institutions drowning in excess liquidity at historically low interest rates, the industry faces a new challenge… rising interest rates. The Fed has quickly pivoted from supporting the economy to fighting inflation and credit unions are now facing the first rising rate environment in years. Regulators have watched with concern as loan and investment durations extended to record highs in a search for yield and will have a renewed focus on the Investment Portfolio and Interest Rate Risk Management. Portfolio managers can no longer be reactive, but must be proactive in managing their investment portfolio and balance sheet in the face of rising rates and a flattening yield curve. This seminar will examine all of these concerns and present actionable strategies to better prepare your institution for the uncertainty ahead.

Join us for an in-depth discussion of the following topics:

  • Economic and Market Update – Review of current economic conditions and the outlook for growth, inflation, and interest rates
  • The Powell Pivot – Update on rate hikes, tapering, and the outlook for Federal Reserve monetary policy
  • Interest Rate Risk – How to ensure you are prepared for the heightened regulatory focus coming in the years ahead
  • Liquidity Risk Management – Best practices for managing liquidity risk as rates rise
  • Investment Portfolio Strategies – Adapting your strategy and finding the best relative value for rising rates and a flattening yield curve
  • MBS/CMO Market – Balancing prepayment and extension risk in an uncertain mortgage rate environment
  • Municipal Market Update – The latest on managing municipal credit risk and finding the best relative value
Location

Omni Las Colinas Hotel
221 Las Colinas Blvd E
Irving, TX 75039
972.556.0800

Omni Las Colinas Hotel
221 Las Colinas Blvd E
Irving, TX 75039
972.556.0800

Accommodations

A block of rooms is available at the Hotel Irving, TX. Identify yourself as a Baker Seminar attendee when calling (972) 556-0800. The special room rate will be available until September 16, 2022 or until the room block is sold out. Hotel price: $199 + fees/tax.

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, November 3, 2022
Time Agenda
6:00 pm
Cocktails
Friday, November 4, 2022
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
12:00 pm
Lunch
4:00 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

7 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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Description

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Event Details
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March
Description

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Event Details
  • Date: 03-23-2020
  • Location: Columbia, MD
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  • Speaker: Andy Okolski
Description

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Event Details
  • Date: 03-27-2020
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Event Details
  • Date: 03-31-2020
  • Location: O'Fallon, IL
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April
Description

FHLB Chicago Group Meeting

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

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Event Details
  • Date: 05-17-2020
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  • Event URL: Click Here
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September
Description

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Event Details
  • Date: 09-13-2020
  • Location: Pocono Manor, PA
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  • Event URL: Click Here
  • Speaker: Andy Okolski