Credit Union Strategies for Q1 2020
by CUAD Communications

Our friends at The Baker Group are offering a FREE webinar! Join us for Credit Union Strategies for 1st Quarter 2020 on Thursday, January 16 at 10:30 a.m. (CT) where you will receive:

• An Economic Update and Fed Policy Outlook

• Industry Trends and Regulatory Hot Button Issues

• Current Investment Strategy Recommendations

• Interest Rate Risk and Liquidity Management Guidance

Credit union CEOs, CFOs, investment officers, board members, and those who are responsible for financial management functions will benefit from this webinar. The level of learning for this group internet-based webinar is intermediate, and basic knowledge of finance and banking is recommended.

Earn 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 Investment Strategy Given Current Economic Environment

• Measure and Assess Relative Value Between and Among Bonds


Take advantage of this FREE offering and REGISTER NOW to reserve your spot. This webinar lasts approximately 90 minutes.

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 or 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.



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