Credit Union Strategies for 3rd Quarter 2019
by CUAD Communications

The Baker Group, a CUAD Senior CAP Member, is hosting a webinar for credit union CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions. There is no cost for this webinar, plus you can earn CPE credits!

Topics will include:

  • A Changing Game: The Market Moves and the Fed Pivots
  • Industry Trends: Potential Changes on the Horizon
  • Positioning the Bond Portfolio as the Cycle Turns
  • FNMA DUS Bonds: The “Other” Agency Bullet
  • Regulatory Update: RBC, Non-Member Deposits, and Low Income Designation

The level of learning for this internet based webinar is intermediate, and basic knowledge of finance and banking is recommended. No advance preparation is required.


CPE Credits:

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.

After completing this webinar, 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
  • Discuss the Investment Strategy Given the Current Economic and Interest Rate Environment
  • Measure and Assess Relative Value Between and Among Bonds

Join Credit Union Strategies for 3rd Quarter 2019 on Wednesday, July 17, 2019 at 10:30 a.m. CT.


Questions? Contact Mark Baumann - Associate Partner at The Baker Group at 405-415-729. If you have general questions about The Baker Group or any of CUAD’s Member Solutions partners, contact George McDonald, CUAD’s Chief Officer of Strategic Solutions.


The Baker Group is a CUAD CAP Senior Member. Established in 1979, they have provided investment portfolio and interest rate risk management to credit unions and community banks nationwide. The Baker Group is one of the nation's largest independently owned securities firms specializing in asset/liability and investment portfolio management for community financial institutions. Visit their website to learn more. 



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