For years, The Baker Group representatives have spoken at banking schools, seminars, conventions, and workshops across the country in order to help credit unions gain insights and education on key topics that are relevant to their respective institutions.
JOIN US AT OUR ANNUAL DESTINATION EVENT
ALM and Investment Strategies Seminar
May 8-9, 2025
Location
Hyatt Regency Lost Pines Resort
575 Hyatt Lost Pines Rd
Cedar Creek, TX 78612
512.308.1234
Event Details
Just when we thought the “once in a generation” financial crises were behind us, along comes an unprecedented global trade war. Not surprisingly, this has created new bouts of extreme volatility while also creating new problems that financial institutions must navigate. Current concerns include stagflation, recession, permanent damage to global trade, worsening political relationships, and most importantly for our businesses, a financially weakened economy and consumer. During this seminar we will discuss the potential impacts from each of these risks along with executable strategies that management can deploy in a proactive manner. All of our typical ALM and management decisions must be rethought in this type of environment. From how we price our loans and deposits to how we manage liquidity and our investment portfolio. We must ensure that each part of our balance sheet is properly aligned to hedge as many of these risks as possible. In the past twenty-five years, we have survived a dotcom bubble, great recession, global pandemic, and raging inflation as a result. With the right strategic planning and action steps, we can certainly survive this global trade war as well.
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
- The Fed’s Next Moves
- Regulatory Hot Buttons
- Interest Rate Risk
- Liquidity Risk Management
- Investment Portfolio Strategies
- MBS/CMO Market
- Municipal Market Update
Featured Speaker
David Rosenberg
President and Chief Economist & Strategist with Rosenberg Research & Associates Inc.
David Rosenberg is the President and Chief Economist & Strategist of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions. Mr. Rosenberg received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019.
From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Woods survey of Canadian economists for ten years in a row.
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.
Accommodations
A block of rooms is available at Hyatt Regency Lost Pines Resort and Spa. The special room rate will be available until April 9, 2025 or until the room block is sold out. Hotel price: $329–$379 + $25 resort fee.
Hyatt Regency Lost Pines Resort
575 Hyatt Lost Pines Rd
Cedar Creek, TX 78612
512.308.1234
Hotel price: $329-$379 + $25 resort fee
Agenda
Thursday, May 8, 2025
| Time | Agenda |
|---|---|
| 7:30 am | Breakfast |
| 8:30 am | Seminar |
| 12:00 pm | Lunch |
| 1:00 pm | Seminar |
| 4:30 pm | Adjourn |
| 6:00 pm | Dinner |
Friday, May 9, 2025
| Time | Agenda |
|---|---|
| 7:30 am | Breakfast |
| 8:30 am | Seminar |
| 12:00 pm | Conclusion |
| 1:00 pm | Golf (Included) |
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
14 hours of Economics and Finance CPE credits will be earned for your attendance.
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.
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/Complaints
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.
ALM and Investment Strategies Seminar
September 30, 2025
Location
Eagle Eye Golf Club
15500 Chandler Rd.
Bath Twp, MI 48808
517.903.8064
Event Details
Just when we thought the “once in a generation” financial crises were behind us, along comes an unprecedented global trade war. Not surprisingly, this has created new bouts of extreme volatility while also creating new problems that credit unions must navigate. Current concerns include stagflation, recession, permanent damage to global trade, worsening political relationships, and most importantly for our businesses, a financially weakened economy and consumer. During this seminar we will discuss the potential impacts from each of these risks along with executable strategies that management can deploy in a proactive manner. All of our typical ALM and management decisions must be rethought in this type of environment. From how we price our loans and deposits to how we manage liquidity and our investment portfolio. We must ensure that each part of our balance sheet is properly aligned to hedge as many of these risks as possible. Wholesale solutions that don’t rely on member behavior will also be examined. In the past twenty-five years, we have survived a dotcom bubble, great recession, global pandemic, and raging inflation as a result. With the right strategic planning and action steps, we can certainly survive this global trade war as well.
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
- The Fed’s Next Moves
- Regulatory Hot Buttons
- Interest Rate Risk
- Liquidity Risk Management
- Investment Portfolio Strategies
Attendees
Who should attend: Credit Unions’ 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.
Eagle Eye Golf Club
15500 Chandler Rd.
Bath Twp, MI 48808
517.903.8064
Agenda
Tuesday, September 30, 2025
| Time | Agenda |
|---|---|
| 7:30 am | Breakfast |
| 8:30 am | Seminar |
| 12:00 pm | Lunch |
| 1:00 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
3.5 hours of Economics and Finance CPE credits will be earned for your attendance.
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.
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/Complaints
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.
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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