Our quarterly conference calls and webinars are an additional source of education for financial institution managers and directors seeking guidance and a deeper understanding of today’s important issues. There are no costs for these webinars.
Quarterly Conference Calls (Bank Strategies) Webinars
Review of economic conditions, Fed policy outlook, and current investment strategy recommendations. The focus is on building an investment strategy for the next quarter, highlighting the current risk/reward in various investment options, relative value comparisons, yield curve analysis, portfolio trends, and bond analysis.
Q1 Bank Strategies Webinar | 10:30 a.m. CT | January 14, 2026
1st Quarter Bank Investment Strategies Webinar
Wednesday, January 14, 2026
10:30 – 11:30 a.m. CT
Join us for our quarterly webinar where we offer insights into the latest banking trends, risk management, investment strategies, and reviews hot topics in the community banking world. Register today to stay ahead of the curve in a rapidly evolving banking landscape.
Topics
Actual topics to be determined at a later date. General topics will include:
- Economic Update and Fed Policy Outlook
- Industry Trends and Regulatory Hot Button Issues
- Current Investment Strategy Recommendations
- Sector Specific Investment Recommendations
- Risk/Reward and Relative Value Comparisons
After completing this webinar, you will be able to:
- Discuss Current Economic Conditions and the Outlook for Monetary Policy
- Answer Questions About Various Investment Options
- Discuss the Investment Strategy Given the Current Economic and Interest Rate Environment
- Measure and Assess Relative Value Between and Among Bonds
Participants
Who should participate: Banks’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this webinar. There is no cost for this webinar.
Course Format
Group live program.
Prerequisites
Basic knowledge of finance and banking is recommended.
Knowledge Level
The level of learning for this seminar is intermediate.
Advanced Preparation
None.
CPE Credits
1 hour of Finance CPE Credits will be earned for your participation in this group internet-based webinar.
The 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.
Refunds/Suggestions/Complaints
Because this webinar is presented without charge to participants, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 405.415.7222.
Q2 Bank Strategies Webinar | 10:30 a.m. CT | April 8, 2026
2nd Quarter Bank Investment Strategies Webinar
Wednesday, April 8, 2026
10:30 – 11:30 a.m. CT
Join us for our quarterly investment strategy webinar, designed for our community bank partners. We’ll provide insights into the current economic environment—including inflation trends, Federal Reserve policy expectations, and interest rates—while connecting these themes to actionable strategies for your investment portfolio. Register today to stay ahead of market shifts and navigate a rapidly evolving banking landscape.
Topics
Actual topics to be determined at a later date. General topics will include:
- Economic Update and Fed Policy Outlook
- Industry Trends and Regulatory Hot Button Issues
- Current Investment Strategy Recommendations
- Sector Specific Investment Recommendations
- Risk/Reward and Relative Value Comparisons
After completing this webinar, you will be able to:
- Discuss Current Economic Conditions and the Outlook for Monetary Policy
- Answer Questions About Various Investment Options
- Discuss the Investment Strategy Given the Current Economic and Interest Rate Environment
- Measure and Assess Relative Value Between and Among Bonds
Participants
Who should participate: Banks’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this webinar. There is no cost for this webinar.
Course Format
Group live program.
Prerequisites
Basic knowledge of finance and banking is recommended.
Knowledge Level
The level of learning for this seminar is intermediate.
Advanced Preparation
None.
CPE Credits
1 hour of Finance CPE Credits will be earned for your participation in this group internet-based webinar.
The 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.
Refunds/Suggestions/Complaints
Because this webinar is presented without charge to participants, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 405.415.7222.
Q3 Bank Strategies Webinar | 10:30 a.m. CT | July 8, 2026
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Q4 Bank Strategies Webinar | 10:30 a.m. CT | October 7, 2026
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More information to come.
Quarterly IRR Management Webinars
Review of the latest topics related to asset/liability management and interest rate risk. Focus is on IRR trends in the banking industry, updated regulatory guidance, modeling recommendations, and Interest Rate Risk Monitor® updates.
Q1 IRR Management Webinar | 10:30 a.m. CT | March 11, 2026
1st Quarter Interest Rate Risk Management Webinar
Wednesday, March 11, 2026
10:30 – 11:30 a.m. CT
Community banks have experienced a heightened level of focus on their interest rate risk and ALM practices due to an aggressive post pandemic interest rate hiking cycle followed by a prolonged cycle of falling rates, economic volatility and liquidity concerns. This webinar will discuss trending topics in the ALM space, refining key assumptions, stress testing, and how to get the most out of your quarterly reports.
Topics
- Common regulatory requests and how to prepare for your next exam
- Interest Rate Risk Monitor (IRRM®) peer data trends
- Hot topics in the current rate environment
– What is on the Interest Rate Risk horizon for 2026?
Participants
Who should participate: Banks’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this webinar. There is no cost for this webinar.
Course Format
Group live program.
Prerequisites
Basic knowledge of finance and banking is recommended.
Knowledge Level
The level of learning for this seminar is intermediate.
Advanced Preparation
None.
CPE Credits
1 hour of Finance CPE Credits will be earned for your participation in this group internet-based webinar.
The 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.
Refunds/Suggestions/Complaints
Because this webinar is presented without charge to participants, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 405.415.7222.
Q2 IRR Management Webinar | 10:30 a.m. CT | June 10, 2026
2nd Quarter Interest Rate Risk Management Webinar
Wednesday, June 10, 2026
10:30 – 11:30 a.m. CT
Community banks have experienced a heightened level of focus on their interest rate risk and ALM practices due to an aggressive post pandemic interest rate hiking cycle followed by a prolonged cycle of falling rates, economic volatility and liquidity concerns. This webinar will discuss trending topics in the ALM space, refining key assumptions, stress testing, and how to get the most out of your quarterly reports.
Topics
- Common regulatory requests and how to prepare for you next exam
- Interest Rate Risk Monitor (IRRM®) peer data trends
- Hot topics in the current rate environment
– Navigating Interest Rate Risk in a volatile market
Participants
Who should participate: Banks’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this webinar. There is no cost for this webinar.
Course Format
Group live program.
Prerequisites
Basic knowledge of finance and banking is recommended.
Knowledge Level
The level of learning for this seminar is intermediate.
Advanced Preparation
None.
CPE Credits
1 hour of Finance CPE Credits will be earned for your participation in this group internet-based webinar.
The 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.
Refunds/Suggestions/Complaints
Because this webinar is presented without charge to participants, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 405.415.7222.
Q3 IRR Management Webinar | 10:30 a.m. CT | September 9, 2026
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Q4 IRR Management Webinar | 10:30 a.m. CT | December 9, 2026
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More information to come.
Quarterly Bank Trends Webinars
Review of the most recent balance sheet and earnings trends in the banking industry. Focus is on changes in asset and liability mixes, loan demand, deposit growth, earnings metrics, delinquencies, and cost of funds among other data.
Q4 Bank Trends Webinar | 10:30 a.m. CT | February 11, 2026
4th Quarter 2025
Bank Trends Webinar
Wednesday, February 11, 2026
10:30 – 11:30 a.m. CT
Over the last five years, community bank balance sheets have experienced unprecedented changes and volatility since the pandemic as trillions of dollars of stimulus flooded the system during a time of historically low interest rates. In 2022, the Fed started aggressively raising interest rates and that has had a major impact on margins, liquidity, and overall bank performance. Last September, the Fed started cutting rates, bringing in the next cycle of interest rates. This webinar will examine the most recent community banking trends using the latest call report data so you can see how your recent balance sheet changes compares to others.
Topics
The following data and trends will be discussed:
- Balance Sheet Changes Including Loan Growth, Deposit Growth, and Liquidity Levels
- Bank Performance Ratios Including Net Interest Margins, Earning Asset Yield, Cost of Funds, and Return on Assets
- Liquidity Ratios Including Loan-to-Deposit Ratios and Liquid Asset Ratios
- Capital Ratios Including Both Regulatory and Book Equity Capital Ratios
- Asset Quality Ratios
After completing this webinar, 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
- Discuss the Investment Strategy Given the Current Economic and Interest Rate Environment
- Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
- Measure and Assess Relative Value Between and Among Bonds
Participants
Who should participate: Financial institutions’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this webinar. There is no cost for this webinar.
Course Format
Group live program.
Prerequisites
Basic knowledge of finance and banking is recommended.
Knowledge Level
The level of learning for this seminar is intermediate.
Advanced Preparation
None.
CPE Credits
1 hours of Finance CPE Credits will be earned for your participation in this group internet-based webinar.
The 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.
Refunds/Suggestions/Complaints
Because this webinar is presented without charge to participants, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 405.415.7222.
Q1 Bank Trends Webinar | 10:30 a.m. CT | May 13, 2026
1st Quarter Bank
Trends Webinar
Wednesday, May 13, 2026
10:30 – 11:30 a.m. CT
Over the last five years, community bank balance sheets have experienced unprecedented changes and volatility since the pandemic as trillions of dollars of stimulus flooded the system during a time of historically low interest rates. In 2022, the Fed started aggressively raising interest rates and that has had a major impact on margins, liquidity, and overall bank performance. Last September, the Fed started cutting rates, bringing in the next cycle of interest rates. This webinar will examine the most recent community banking trends using the latest call report data so you can see how your recent balance sheet changes compares to others.
Topics
The following data and trends will be discussed:
- Balance Sheet Changes Including Loan Growth, Deposit Growth, and Liquidity Levels
- Bank Performance Ratios Including Net Interest Margins, Earning Asset Yield, Cost of Funds, and Return on Assets
- Liquidity Ratios Including Loan-to-Deposit Ratios and Liquid Asset Ratios
- Capital Ratios Including Both Regulatory and Book Equity Capital Ratios
- Asset Quality Ratios
After completing this webinar, 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
- Discuss the Investment Strategy Given the Current Economic and Interest Rate Environment
- Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
- Measure and Assess Relative Value Between and Among Bonds
Participants
Who should participate: Financial institutions’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this webinar. There is no cost for this webinar.
Course Format
Group live program.
Prerequisites
Basic knowledge of finance and banking is recommended.
Knowledge Level
The level of learning for this seminar is intermediate.
Advanced Preparation
None.
CPE Credits
1 hour of Finance CPE Credits will be earned for your participation in this group internet-based webinar.
The 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.
Refunds/Suggestions/Complaints
Because this webinar is presented without charge to participants, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 405.415.7222.
Q2 Bank Trends Webinar | 10:30 a.m. CT | August 12, 2026
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More information to come.
Q3 Bank Trends Webinar | 10:30 a.m. CT | November 10, 2026
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More information to come.
Bond Education Series
Education is the foundation of performance for investment portfolio managers. The Baker Group Bond Education Series gives new portfolio managers and beginners to fixed income investing the knowledge to better understand the various types of securities available and how to analyze them effectively. The series also teaches attendees how to use this knowledge to confidently build and manage a high-performance investment portfolio within the framework of the entire balance sheet.
Bond Education Series | 10:30 a.m. CT | May 12, 14, 19, and 21, 2026
Bank Virtual Bond Education Series Webinar
May 12, 14, 19, and 21, 2026
10:30 a.m. – 12:00 p.m. CT
Education is the foundation of performance for investment portfolio managers. This is the reason The Baker Group has presented hundreds of seminars and conferences across the country over the last forty-seven years. We continue to bring that history of educational experience to a bond webinar designed specifically for new portfolio managers and those who need to learn the fundamentals of fixed income investing.
The upcoming Virtual Bond Education Series will give attendees the knowledge to better understand the various types of securities available, how to analyze them effectively, and how to use that knowledge to build and manage a high-performance investment portfolio within the framework of the entire balance sheet. We invite you to join us in the following sessions:
Session Topics
Session 1: Tuesday, May 12, 2026
- Introduction to Bonds, Bond Types and the Role of the Portfolio
- Introduction to Bond Analytics
- Characteristics of High Performing Portfolios
- Introduction to Agencies and Callable Agencies
Session 2: Thursday, May 14, 2026
- Introduction to MBS, CMO and CMBS
- Managing Prepayment and Extension Risk
- How to Effectively Analyze MBS/CMO Offerings
Session 3: Tuesday, May 19, 2026
- Municipal Bond Fundamentals
- Developing a Thorough Municipal Credit Analysis Process
- How to Effectively Analyze Municipal Offerings
Session 4: Thursday, May 21, 2026
- Introduction to Institutional Investment Portfolio Management
- How to Develop a Written Investment Strategy
- Integrating Portfolio Management with ALM
- Regulatory Expectations for the Investment Portfolio
Participants
Who should participate: This webinar is designed for presidents, CEOs, CFOs, and those new to their roles in managing or working with the investment portfolio. Directors and new members of the investment and asset/liability management committees will also benefit from this Baker Bond webinar. There is no cost for this webinar.
Course Format
Group live program.
Prerequisites
Basic knowledge of finance and banking is recommended.
Knowledge Level
The level of learning for this seminar is intermediate.
Advanced Preparation
None.
CPE Credits
1.5 hours of Finance CPE Credits per session will be earned for your participation in this group internet-based webinar.
The 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.
Refunds/Suggestions/Complaints
Because this webinar is presented without charge to participants, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 405.415.7222.
ALM Education Series
The Baker Group pioneered asset/liability management (ALM) more than forty years ago with its development of the first computer based ALM program designed specifically for community banks. The Baker Group ALM Education Series gives attendees the knowledge to better understand the “who, what, why, and how” of ALM and the ALCO process.
ALM Education Series | 10:30 a.m. CT | TBD
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More information to come.
1601 NW Expressway, 21st Floor
Oklahoma City, OK 73118
Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392
Check the background of this firm and your investment professional on FINRA’s Brokercheck.