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Webinars for Banks

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.

This webinar event has already passed. Please look ahead to our future webinars and events.

This webinar event has already passed. Please look ahead to our future webinars and events.

This webinar event has already passed. Please look ahead to our future webinars and events.

This webinar event has already passed. Please look ahead to our future webinars and events.

This webinar event has already passed. Please look ahead to our future webinars and events.

Wednesday, October 12, 2022

10:30 a.m. CDT

Topics

  • Where Will Fed Funds Peak and What Will a Fed “Pivot” Look Like? A Review of Economic Conditions and the Outlook for Fed Policy Through Year End
  • Revisiting the Impact of Unrealized Portfolio Losses on the Balance Sheet and Liquidity
  • Managing Liquidity in Today’s Environment: An Analysis of Deposit Trends and Pricing, Wholesale Funding, and the Marginal Cost of Gathering New or Retaining Existing Deposits
  • Comparing Investment Options and Curves with Yields at the Highest Level in More Than a Decade
  • Product Focus: Texas MUDs Explained
  • How to Analyze a Tax Loss Transaction to See if It Makes Sense for Your Institution
  • Finding Value in Deep Discount GNMA CMOs

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

1.5 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

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 1.888.990.0010.

TBG-3rd-Quarter-Bank-Trends-Webinar-Flyer-2022-Header

3rd Quarter
Bank Trends Webinar

Tuesday, November 15, 2022

10:30 a.m. CST

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. Now the Fed is aggressively hiking interest rates and that is starting to impact margins, liquidity, and overall bank performance. This webinar will examine the most recent community banking trends using the latest 3rd quarter 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 Excess Liquidity Balances
  • 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

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

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 1.888.990.0010.

1601 NW Expressway, 21st Floor
Oklahoma City, OK 73118

Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392

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