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Webinars for Credit Unions

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.

Thursday, July 14, 2022

10:30 a.m. CDT


  • Is a Fed Induced Recession Just Around the Corner? Update on the Economy, Bond Market, and Fed Policy in 2H 2022
  • NCUA’s NEV Supervisory Test – How Is it Calculated and What Exactly Do the Results Mean to Your Balance Sheet and Strategic Plan
  • Make Sure Your Balance Sheet Is “Recession Ready” – ALCO Thoughts on Loan/Deposit Pricing, Unrealized Losses, and Managing Excess Liquidity
  • Potential for a “Second Chance”? – Now Is the Time to Add the Investments You Wish You Had on the Books in 2020 and 2021
  • State of the Mortgage Market: Managing Extension Risk and Prepayments in the Era of Discount MBS

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
  • Measure and Assess Relative Value Between and Among Bonds


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.

Basic knowledge of finance and banking is recommended.

Knowledge Level
The level of learning for this seminar is intermediate.

Advanced Preparation

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:


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.

More information to come.

1601 NW Expressway, 20th Floor
Oklahoma City, OK 73118-1466

Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392

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