Wisconsin

ALM and Investment Strategies Seminar

July 24, 2025

Location

SentryWorld Golf Course
601 Michigan Ave N
Stevens Point, WI 54481
715.345.1600

Event Details

After experiencing the most aggressive Federal Reserve tightening cycle in decades, we now enter the next phase, the easing cycle. The critical question persists: Will the Fed achieve the sought-after soft landing, or will the economy tip into its next recession? 2025 continues to be marked by uncertainty following a period of significant pressures and challenges to balance sheets and net interest margins. Senior management will continue to navigate an environment with uncertainty of interest rates, higher cost of funds, tighter liquidity levels, deposit pressures, and the looming threat of an economic downturn. Proactive balance sheet management and a robust ALCO process are more crucial than ever.

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

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.

SentryWorld Golf Course
601 Michigan Ave N
Stevens Point, WI 54481
715.345.1600

Country Club Website

Agenda

Thursday, July 24, 2025

Time	Agenda
7:30 am	Breakfast
8:30 am	Seminar
11:30 am	Lunch
12:30 pm	Golf
4:30 pm	Reception

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 hours of Economics and Finance CPE credits will be earned for your attendance.

Logo for the National Registry of CPE Sponsors 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.

More Information