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

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.

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 Mohegan Sun, reservations should be made at the hotel by October 13, 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.

Mohegan Sun

1 Mohegan Sun Boulevard
Uncasville, CT 06382
General Information: 1.888.226.7711
Hotel Reservations: 1.888.777.7922
Hotel price: Deluxe $199 + tax

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.

Other Speaking Events

February
Description

NYCUL Catskill-Huson Chapter Meeting

Event Details
  • Date: 02-11-2020
  • Location: Poughkeepsie, NY
  • Venue: NYCUL
  • Event URL: NA
  • Speaker: Andy Okolski
March
Description

Mid-Atlantic CFO Roundtable

Event Details
  • Date: 03-23-2020
  • Location: Columbia, MD
  • Venue: MDDCUA
  • Event URL: Click Here
  • Speaker: Andy Okolski
Description

Great New England CU Show

Event Details
  • Date: 03-27-2020
  • Location: Springfield, MA
  • Venue: AM Biz
  • Event URL: Click Here
  • Speaker: Andy Okolski
Description

FHLB Chicago Group Meeting

Event Details
  • Date: 03-31-2020
  • Location: O'Fallon, IL
  • Venue: FHLB
  • Event URL: Click Here
  • Speaker: Ryan Hayhurst
April
Description

FHLB Chicago Group Meeting

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

CUNA Finance Council

Event Details
  • Date: 05-17-2020
  • Location: Anaheim, CA
  • Venue: CUNA
  • Event URL: Click Here
  • Speaker: Andy Okolski, Greg Tomaszewicz
September
Description

Expand Expo

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