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.
Quarterly Conference Calls (Bank Strategies) Webinars
Review of economic conditions, Fed policy outlook, and current investment strategy recommendations. The focus is on building an investment strategy for the next quarter, highlighting the current risk/reward in various investment options, relative value comparisons, yield curve analysis, portfolio trends, and bond analysis.
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Wednesday, April 9, 2025
10:30 a.m. CT
Topics
Actual topics to be determined at a later date. General topics will include:
- Economic Update and Fed Policy Outlook
- Bank Portfolio Trends and Peer Analysis
- Current Investment Strategy Recommendations
- Sector Specific Investment Recommendations
- Risk/Reward and Relative Value Comparisons
Participants
Who should participate: Banks’ 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 hour 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/Complaints
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.
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Quarterly IRR Management Webinars
Review of the latest topics related to asset/liability management and interest rate risk. Focus is on IRR trends in the banking industry, updated regulatory guidance, modeling recommendations, and Interest Rate Risk Monitor® updates.
Wednesday, March 12, 2025
10:30 a.m. CT
Community banks have experienced a heightened level of focus on their interest rate risk and ALM practices due to aggressive hikes in interest rates and liquidity concerns. This webinar will discuss trending topics in the ALM space, refining key assumptions, stress testing, and how to get the most out of your quarterly reports.
Topics
- Common regulatory requests and how to prepare for you next exam
- Interest Rate Risk Monitor (IRRM®) peer data trends
- Hot topics in the current rate environment
- Impacts of a soft landing vs. a Recession
Participants
Who should participate: Banks’ 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 hour 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/Complaints
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.
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Quarterly Bank Trends Webinars
Review of the most recent balance sheet and earnings trends in the banking industry. Focus is on changes in asset and liability mixes, loan demand, deposit growth, earnings metrics, delinquencies, and cost of funds among other data.
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ALM Education Series
The Baker Group pioneered asset/liability management (ALM) more than forty years ago with its development of the first computer based ALM program designed specifically for community banks. The Baker Group ALM Education Series gives attendees the knowledge to better understand the “who, what, why, and how” of ALM and the ALCO process.
Bond Education Series
Education is the foundation of performance for investment portfolio managers. The Baker Group Bond Education Series gives new portfolio managers and beginners to fixed income investing the knowledge to better understand the various types of securities available and how to analyze them effectively. The series also teaches attendees how to use this knowledge to confidently build and manage a high-performance investment portfolio within the framework of the entire balance sheet.
May 13, 15, 20, and 22, 2025
10:30 a.m. CT
Education is the foundation of performance for investment portfolio managers. This is the reason The Baker Group has presented hundreds of seminars and conferences across the country over the last forty-five years. We continue to bring that history of educational experience to a bond webinar designed specifically for new portfolio managers and those who need to learn the fundamentals of fixed income investing.
The upcoming Virtual Bond Education Series will give attendees the knowledge to better understand the various types of securities available, how to analyze them effectively, and how to use that knowledge to build and manage a high-performance investment portfolio within the framework of the entire balance sheet. We invite you to join us in the following sessions:
Session Topics
Session 1: Tuesday, May 13, 2025
- Introduction to Bonds, Bond Types and the Role of the Portfolio
- Introduction to Bond Analytics
- Characteristics of High Performing Portfolios
- Introduction to Agencies and Callable Agencies
Session 2: Thursday, May 15, 2025
- Introduction to MBS, CMO and CMBS
- Managing Prepayment and Extension Risk
- How to Effectively Analyze MBS/CMO Offerings
Session 3: Tuesday, May 20, 2025
- Municipal Bond Fundamentals
- Developing a Thorough Municipal Credit Analysis Process
- How to Effectively Analyze Municipal Offerings
Session 4: Thursday, May 22, 2025
- Introduction to Institutional Investment Portfolio Management
- How to Develop a Written Investment Strategy
- Integrating Portfolio Management with ALM
- Regulatory Expectations for the Investment Portfolio
Participants
Who should participate: This webinar is designed for presidents, CEOs, CFOs, and those new to their roles in managing or working with the investment portfolio. Directors and new members of the investment and asset/liability management committees will also benefit from this Baker Bond 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 per session 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/Complaints
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.
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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