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Illinois

Interest Rate Risk and Investment Strategies Seminar

August 5, 2024

Location

Illini Golf and Country Club
1601 Illini Road
Springfield, IL 62704
217.546.2830

Event Details

Nearly two years into the Federal Reserve’s most aggressive tightening cycle since the early 1980s, many financial institutions are concerned with what is next. Will the Fed achieve the ever sought after soft landing or will the economy fall into its next recession? 2024 brings plenty of uncertainty following a year of significant pressures and challenges to balance sheets and net interest margins. Members of senior management now find themselves in an environment with higher interest rates, rising cost of funds, tighter liquidity levels, slowing loan demand, and the potential for an economic downturn. Being proactive and not reactive in balance sheet management and the ALCO process is paramount.

This seminar will examine the challenges currently faced by CEOs, CFOs, and investment officers who must navigate the next rate cycle. 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
  • The Fed’s Next Moves — Update on the rate outlook and likely next steps for Federal Reserve monetary policy
  • Interest Rate Risk — How to ensure you are prepared for uncertain balance sheet challenges and a constantly changing regulatory focus
  • Liquidity Risk Management — Tools and best practices for managing liquidity risk
  • Investment Portfolio Strategies — Adapting your strategy and finding the best relative value for the rate environment
  • MBS/CMO Market — Balancing prepayment and extension risk in a changing environment for mortgage securities
  • Municipal Market Update — Thoughts and strategies on managing municipal credit risk and finding the best relative value

Attendees

Who should attend: Financial institutions’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this seminar. There is no cost for this seminar.

Attendance to The Baker Group’s Interest Rate Risk and Investment Strategies Seminar is limited in order to allow attendees as much one-on-one and Q&A time as needed.

Illini Golf and Country Club
1601 Illini Road
Springfield, IL 62704
217.546.2830

Agenda

Sunday, August 4, 2024

Time Agenda
6:00 pm Cocktails
7:00 pm Dinner

Monday, August 5, 2024

Time Agenda
7:30 am Breakfast
8:30 am Seminar
11:30 am Lunch
12:30 pm Golf

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

3 hours of Economics and Finance CPE credits will be earned for your attendance.

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.

After completing this seminar, 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
  • Recognize the Difference Between Earnings at Risk and Capital at Risk
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds

Refunds/Suggestions

Because this seminar is presented without charge to attendees, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the seminar. Your comments should be directed to Skoshi Heron at 1.888.990.0010.

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Oklahoma City, OK 73118

Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392

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