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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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.
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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.
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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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