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, July 12, 2023
10:30 a.m. CST
The global pandemic set into motion a series of historically unprecedented economic policies. Massive amounts of liquidity and stimulus from policymakers enabled a fast recovery, but at what financial cost? The side effect of those “easy money” conditions has been 40yr-high inflation that now must be fought through highly restrictive Fed behavior. Balance sheet managers have been left to deal with the resulting large swings in interest rate and liquidity risks. Quickly increasing cost of funds, stubborn loan rates, and ever-tightening margins are just a few of the most common worries for 2023. More than ever, it is critical that credit union leadership take a whole balance sheet approach, as understanding and utilizing wholesale markets (asset and funding) could significantly reduce some of these pressures.
This webinar will examine the challenges now faced by CEOs, CFOs, and investment officers who must navigate the next phase of these uncharted waters. Join us for an in-depth discussion of the following topics:
- Economic and Market Update — Review of current economic conditions and the outlook for growth, inflation, and interest rates
- Interest Rate Risk — How to ensure you are prepared for uncertain balance sheet challenges and a constantly changing regulatory focus
- Loan/Deposit Pricing — For the first time in over a decade, we must manage both sides of the balance sheet with strong pricing strategies
- Liquidity Risk Management — Policy tools and best practices for managing liquidity risk
- Loan Participations — Purchasing participations can help you get ahead of much slower moving retail loan rates and, at a minimum, give you market intel for pricing retail loans
- Investment Portfolio Strategies — Adapting your strategy and building the “right” investment portfolio for your specific balance sheet
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.
Thursday, April 13, 2023
10:30 a.m. CDT
The global pandemic set into motion a series of historically unprecedented economic policies. Massive amounts of liquidity and stimulus from policymakers enabled a fast recovery, but at what financial cost? The side effect of those “easy money” conditions has been 40yr-high inflation that now must be fought through highly restrictive Fed behavior. Balance sheet managers have been left to deal with the resulting large swings in interest rate and liquidity risks. Quickly increasing cost of funds, stubborn loan rates, and ever-tightening margins are just a few of the most common worries for 2023. More than ever, it is critical that credit union leadership take a whole balance sheet approach, as understanding and utilizing wholesale markets (asset and funding) could significantly reduce some of these pressures.
This webinar will examine the challenges now faced by CEOs, CFOs, and investment officers who must navigate the next phase of these uncharted waters. Join us for an in-depth discussion of the following topics:
- Economic and Market Update — Review of current economic conditions and the outlook for growth, inflation, and interest rates
- Interest Rate Risk — How to ensure you are prepared for uncertain balance sheet challenges and a constantly changing regulatory focus
- Loan/Deposit Pricing — For the first time in over a decade, we must manage both sides of the balance sheet with strong pricing strategies
- Liquidity Risk Management — Policy tools and best practices for managing liquidity risk
- Loan Participations — Purchasing participations can help you get ahead of much slower moving retail loan rates and, at a minimum, give you market intel for pricing retail loans
- Investment Portfolio Strategies — Adapting your strategy and building the “right” investment portfolio for your specific balance sheet
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.
Save the Date
More information to come.
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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