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.
Interest Rate Risk and Investment Strategies Seminar
November 7-8, 2024
Location
JW Marriott
Camelback Inn Scottsdale
5402 East Lincoln Drive,
Scottsdale, AZ 85253
1.480.948.1700
In honor of The Baker Group’s 45th anniversary, we invite you to our celebration seminar in Scottsdale, AZ. We are looking forward to celebrating this tremendous accomplishment with our clients and friends.
Please join us!
For 45 years, The Baker Group has been customer focused and industry responsive, providing honest and insightful guidance to our partners through strategic balance sheet and investment solutions.
Featured Speaker
David Rosenberg — President/Chief Economist & Strategist
Rosenberg Research & Associates Inc.
Event Details
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. 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.
Accommodations
A block of rooms is available at Camelback Inn Scottsdale. Identify yourself as a Baker Seminar attendee when calling +1.480.948.1700 or click the link below. The special room rate will be available until October 14, 2024 or until the room block is sold out. Hotel price: $329 + $20 Resort Fee
JW Marriott
Camelback Inn Scottsdale
5402 East Lincoln Drive,
Scottsdale, AZ 85253
1.480.948.1700
Agenda
Wednesday, November 6, 2024
| Time | Agenda |
|---|---|
| 5:30 pm | Welcome Cocktail Reception (Attire: Resort Casual) — Welcome Reception located on North Garden Lawn |
Thursday, November 7, 2024
| Time | Agenda |
|---|---|
| 7:00 am | Breakfast — Breakfast located in Salon 4 |
| 8:00 am | Seminar (Attire: Resort Casual) — Meeting located in Salons 1 – 3 |
| 12:00 pm | Lunch — Lunch located on Paradise Terrace |
| 3:30 pm | Adjourn |
| 6:00 pm | 45th Anniversary Celebration Cocktails and Dinner (Attire: Resort Casual) — Cocktails and Dinner located on Sonoran Terrace |
Friday, November 8, 2024
| Time | Agenda |
|---|---|
| 7:00 am | Breakfast — Breakfast located in the Lincoln Steakhouse |
| 8:00 am | Seminar (Attire: Resort Casual) |
| 11:30 am | Conclusion |
| 12:30 pm | Golf - Padre Golf Course (transportation and box lunch provided) |
Golf Full – Contact Skoshi Heron to be placed on waitlist.
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
10 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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