The California Bankers Association is pleased to introduce our newest membership opportunity: The Capital Circle. Your support of the CBA is very important to our member banks and contributes to the quality and content of our conferences and education programs.
As a member of the Capital Circle, you can maximize your visibility and demonstrate your expertise with your target audiences while enjoying increased access to programs and premium level sponsorships.
The Federal Home Loan Bank of San Francisco helps member institutions in Arizona, California, and Nevada keep funding costs low, reduce interest rate risk, manage liquidity, and meet community credit needs. Products include flexible, low-cost advances with terms from overnight to 30 years, standby letters of credit, price-competitive alternatives for selling mortgage loans under the Mortgage Partnership Finance Program, and grants and reduced-rate loans for affordable housing and economic development.
Automated Financial Systems, Inc. (AFS) is the leader in providing commercial lending solutions to financial institutions in the U.S. with more than $2.2 trillion in commercial, commercial real estate and consumer loans being processed on our solutions for banks. AFS works with financial institutions to develop, implement and evolve digital-centric and mobile-enabled commercial lending and servicing platforms based on a straight-through model and on-demand technology and services. In doing so, AFS partners with client banks to understand their strategic goals and works proactively to achieve their business and technology objectives.
Please contact Paul McCarthy (610) 983- 9400 firstname.lastname@example.org
Bank Compensation Consulting (BCC) helps banks design, implement and administer executive nonqualified and incentive-based compensation plans and bank owned life insurance (BOLI). Since 2004, BCC’s client focused approach has allowed them to create unique and customized plan designs. BCC has assisted more than 600 banks across the country in attracting, retaining and rewarding their key executives. With more than 250 years’ of collective experience, and long standing industry relationships, BCC ensures their clients the broadest carrier selection available. BCC has invested in themselves and their clients by developing their own in-house administration department which is SAS70/SSAE 16 certified. For more information on Bank Compensation Consulting and how we can be of service to your bank, please contact Steven J. Marlow, CPA, MAcc, at (314) 746-2807 or at Steve.Marlow@bcc-usa.com. You can also visit us online at www.bcc-usa.com.
The Baker Group is one of the nation’s largest independently owned securities firms specializing in interest rate risk and investment portfolio management for community banks. For more information, visit gobaker.com.
Join the Baker Group on Janaury 12 for their first webinar of 2017 titled, Investment Strategies for 2017. The webinar will feature a special guest speaker, Dr. Lacy H. Hunt, an internationally known economist, and executive vice president and chief economist of Hoisington Investment Management Company (HIMCO), a firm that manages $5.6 billion for pension funds, endowments, insurance companies and others.
Additional topics to be covered include:
Market Conditions and Thoughts on Strategy, presented by Jeff Caughron, Baker Group, president/CEO and Drew Simmons, senior vice president.
Post-Election Market Behavior: Sectors, Spreads, and Strategy for 2017
Municipal Market Update: Impact from Potential Tax Changes
Notes on A/L Management in a Year of Transition
Financial institutions’ CEOs, CFOs, investment officers, board members and those who are directly or indirectly responsible for financial management functions will benefit from this webinar. There is no cost for this webinar.
1.5 hours of Finance CPE Credits will be earned for your participation in this group internet based webinar.
Moss Adams is one of the 15 largest accounting and consulting firms in the United States. Founded in 1913, Moss Adams has a staff of more than 2,200 professionals. We offer audit, tax, and consulting services to over 500 financial institutions. Additional services include regulatory compliance, internal audit services, and internet security assessments. Visit us at www.mossadams.com/fi for more information on Moss Adams and how we can serve your bank or contact Derek Criswell at (209) 955-6134 Derek.Criswell@mossadams.com.