*1.5 Hours of CPE Credits

Thursday, January 9, 2025
10:30 a.m. CT

Meet Our Speakers

	Andrew Okolski Director of Credit Union Strategies		Greg Tomaszewicz Senior Financial Strategist
	Chris Dahlgren Senior Financial Strategist

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

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.

The level of learning for this group internet based webinar is intermediate, and basic knowledge of finance and banking is recommended. No advance preparation is required. Because this webinar 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 webinar. Your comments should be directed to Skoshi Heron at 1.888.990.0010.

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.

1.5 hours of Finance CPE Credits will be earned for your participation in this group internet based webinar.

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

INTENDED FOR USE BY INSTITUTIONAL INVESTORS ONLY. Any data provided herein is for informational purposes only and is intended solely for the private use of the reader. Although information contained herein is believed to be from reliable sources, The Baker Group LP does not guarantee its completeness or accuracy. Opinions constitute our judgment and are subject to change without notice. The instruments and strategies discussed here may fluctuate in price or value and may not be suitable for all investors; any doubt should be discussed with a Baker representative. Past performance is not indicative of future results. Changes in rates may have an adverse effect on the value of investments. This material is not intended as an offer or solicitation for the purchase or sale of any financial instruments.