ALM and Investment Strategies Seminar
May 7, 2026
Location
JW Marriott San Antonio Hill Country Resort & Spa
23808 Resort Parkway
San Antonio, TX 78261, US
Event Details
After years of navigating a challenging interest rate landscape—with shrinking margins and rising funding costs—2025 brought a welcome turning point: expanding margins and stronger earnings. Yet as we move through this easing cycle, one pressing question looms: What comes next?
With the Federal Reserve having delivered 175 basis points of rate cuts from late 2024 through 2025, senior management and ALCOs continue to face the dual challenges of uncertainty and volatility. Will the Fed achieve a soft landing, or could the US economy tip into recession in 2026? While the path forward remains unclear, policymakers have signaled the potential for additional rate cuts—making strategic planning more crucial than ever.
This seminar is designed for CEOs, CFOs, and investment officers ready to take control of the next rate cycle. Learn how to protect your balance sheet, optimize margins, and strengthen your investment portfolio amidst uncertainty. Join us for an engaging, forward-looking discussion on:
- Economic and Market Update
- The Fed’s Next Moves
- Industry Trends
- Regulatory Hot Topics and Focus Items
- Interest Rate Risk Management Best Practices
- Liquidity Risk Management Best Practices
- Investment Portfolio Strategies for Today’s Environment
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 JW Marriott. The special room rate will be available until April 15, 2026 or until the room block is sold out. Hotel price: $335 and includes the resort fee.
JW Marriott San Antonio Hill Country Resort & Spa
23808 Resort Parkway
San Antonio, TX 78261
Hotel price: $335 and includes the resort fee
Agenda
Thursday, May 7, 2026
| Time | Agenda |
|---|---|
| 7:30 am | Breakfast |
| 8:30 am | Seminar |
| 12:00 pm | Lunch |
| 2:00 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 405.415.7200.
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Oklahoma City, OK 73118
Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392
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