Credit Union Strategies for 3rd Quarter 2020!
by CUAD Communications

Our friends at The Baker Group are offering a FREE webinar on Thursday, July 9 to assist credit unions with strategies for 3rd Quarter 2020. This webinar will be especially useful to credit union CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions.

Topics will include:

  • Economic Update and Fed Policy Outlook
  • Industry Trends and Regulatory Hot Button Issues
  • Current Investment Strategy Recommendations
  • Interest Rate Risk and Liquidity Management Guidance

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. 1.5 hours of Finance CPE Credits will be earned for your participation in this group internet-based webinar. 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

*Webinar must be viewed on a desktop computer to obtain CPE credits. Participation cannot be verified for those who use tablets or cell phones.

We hope you can join us on July 9 at 10:30 a.m. (CT) for Credit Union Strategies for 3rd Quarter 2020! Again, this is a FREE webinar, but you must register in advance.

REGISTER HERE. *To receive the free registration, use Mark Baumann when asked for your rep’s name.


The Baker Group is a Senior CAP Member. If you have questions about The Baker Group or any of CUAD’s Member Solutions partners, be sure to contact George McDonald, CUAD’s Chief Officer of Strategic Solutions. If you would like an analysis of your current portfolio, please contact Mark Baumann, Associate Partner at The Baker Group at 405-415-729. Be sure to tell him CUAD sent you!


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