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.
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Please look into our future events.
This Event Has Passed
Please look into our future events.
3rd Quarter Credit Union Strategies Webinar
Thursday, July 10, 2025
10:30 a.m. – 12:00 p.m. CT
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.
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.
Save the Date
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
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