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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.

Thursday, January 11, 2024

10:30 a.m. CST

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
  • Interest Rate Risk and Liquidity Management Guidance

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

Participants

Who should participate: Credit Unions’ 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.

*Webinars must be viewed on a desktop computer to obtain CPE credits. Participation cannot be verified for those who use tablets or cell phones.

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.

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 1.888.990.0010.

Thursday, April 11, 2024

10:30 a.m. CDT

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
  • Interest Rate Risk and Liquidity Management Guidance

Participants

Who should participate: Credit Unions’ 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.

*Webinars must be viewed on a desktop computer to obtain CPE credits. Participation cannot be verified for those who use tablets or cell phones.

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.

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 1.888.990.0010.

Thursday, July 11, 2024

10:30 a.m. CDT

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
  • Interest Rate Risk and Liquidity Management Guidance

Participants

Who should participate: Credit Unions’ 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.

*Webinars must be viewed on a desktop computer to obtain CPE credits. Participation cannot be verified for those who use tablets or cell phones.

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.

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 1.888.990.0010.

Thursday, October 10, 2024

10:30 a.m. CDT

Topics

  • Economic Update and Fed Policy Outlook
  • Industry Trends and Regulatory Hot Button Issues
  • Current Investment Strategy Recommendations
  • Interest Rate Risk and Liquidity Management Guidance

Participants

Who should participate: Credit Unions’ 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.

*Webinars must be viewed on a desktop computer to obtain CPE credits. Participation cannot be verified for those who use tablets or cell phones.

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.

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 1.888.990.0010.

Credit Union Loan Trading Webinar

This webinar offers education to improve our clients understanding of the loan trading space and its potential impact on their balance sheet, including an introduction to Baker Loan Solutions. Current market trends will be provided for both buyers and sellers along with any new potential opportunities, such as FinTechs.

Tuesday, June 25, 2024

10:30 a.m. CDT

Over the past four years credit unions have seen the strongest and weakest liquidity levels since 2002. As we all know, our balance sheets are not built to change direction on a dime, so, volatility of this level is extremely difficult to manage. To further complicate things, loan demand hasn’t exactly helped overall IRR positions. Many institutions saw strong demand for long-term fixed mortgages when interest rates were at their lowest. Now those same institutions see mostly shorter-term loan demand when they would rather lock in some of the current market’s yield. Then we need to factor in today’s ever-rising cost of funds putting more pressure on liquidity and margins. All this combined is more than enough to challenge even the most experienced management teams.

However, what if you’re not using all the tools available to improve and stabilize your liquidity and performance? What if your loan portfolio could be managed with the same flexibility that many of you manage your investment portfolios? This is where loan trading and participations come into the strategic planning conversation. Many institutions consistently tweak their investment portfolios to improve alignment with the rest of the balance sheet, whether they are lengthening, shortening, or simply looking to increase yields. Loan trading can offer many of the same benefits whether you are looking to improve performance, improve diversification, or even reduce IRR and liquidity pressures. When done correctly, the selling credit union can retain the member relationship while the buying credit union gets the loans it wants without servicing requirements.

After attending this webinar, you will be able to:

  • Understand how loan trading and participations can help improve performance and hedge risks within your balance sheet
  • Realize that loan participations are a potentially limitless source of liquidity when loans are priced to secondary market levels
  • Comprehend common loan trading questions including such as policy needs, monthly servicing and remittance reports, and more
  • Understand NCUAs views and requirements for loan participations
  • Have a better understanding of opportunities in the current loan trading market
  • Better grasp how FinTech relationships can benefit your loan originations

There is no cost for this webinar.

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 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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