Education Seminar

Transition 2015: Solutions for a Successful Interest Rate Transition – Certificates

Anaheim Marriott Suites

Gearing up for 2015’s anticipated time of transition, bank managers are equipping themselves with the information they need to face the unique challenges and opportunities that lie before them. Making a successful transition requires the right tools, techniques, and processes. 
The California Bankers Association’s Interest Rate Risk and Investment Strategies Seminar, presented by The Baker Group is developed specifically for managers of financial institutions. Designed to meet the transition challenges of 2015. 

Agenda

The session will run from 8:30 a.m. to 2:30 p.m., with breakfast and registration beginning at 7:30 a.m. and lunch at noon.

8:30 a.m. - Why IRR Management is Essential to Your Bank’s
Performance

Edward A. Krei, Managing Director & Board Member, The Baker Group

  • Preparing Your Balance Sheet for Rising Interest Rates
  • Assessing Your Bank’s “Margin Capacity”
  • Transforming Your ALCO Into a Financial Mission Control
  • Five Keys to Your Bank’s Future

10:40 a.m. – Networking Break

11:00 a.m. - Navigating Through the Heightened Regulatory Focus
on Interest Rate Risk

Ryan W. Hayhurst, Managing Director & Board Member, The Baker Group

  • Regulatory Expectations for Interest-Rate Risk and Investments
  • How to Perform Your Own Non-Maturity Deposit Analysis and Sensitivity Testing
  • An ALCO and IRR Checklist to Ensure You Are Prepared for Your Next Exam

Noon – Lunch

1:00 p.m. - Investment Strategies for a Volatile Rate Environment

Ryan W. Hayhurst, Managing Director & Board Member, The Baker Group

  • Characteristics of High Performing Investment Portfolios
  • A Written Investment Strategy as the Best Way to Build
    a Portfolio Without Being Sold One
  • Managing Extension Risk and Price Volatility With
    Effective Security Selection
  • Managing Prepayment Risk and Cashflow Volatility With
    the Right Loan Attributes
  • How to Effectively Filter Your Municipal Credits to
    Uncover Hidden Pension Problems

2:30 p.m. – Adjourn

 

In addition, The Baker Group will provide each bank in attendance a customized “bank sheet” reflecting numbers unique to their bank. Those participants attending via Video Livestream will also receive their “bank sheet” provided they register by Friday October 30, 2015.

Audience

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.

Scheduled Speakers

Ryan Hayhurst
Managing Director & Board Member, The Baker Group

Ryan joined The Baker Group in 1991 and is now a managing director and member of the board of directors. Ryan serves as Manager of the Financial Strategies Group and oversees the design and implementation of investment and asset/liability strategies for financial institutions. He is also integrally involved in the continued development of the firm’s proprietary software designed to assist clients in the management of their investment portfolio and their overall interest rate risk profile. Ryan regularly develops and presents educational seminars nationwide with a focus on investment and interest rate risk management. He is a frequent speaker at financial institution conventions and investment conferences and has served as a faculty member of several national and regional banking schools.

 

Edward Krei
Managing Director & Board Member, The Baker Group

Edward is a managing director and serves on the board of directors of The Baker Group. He is a frequent speaker at banking and investment conferences, and faculty member of numerous banking schools. He is also an instructor for financial institution regulatory agencies. Ed received his BBA in accountancy from the University of Mississippi, and was gold medalist on the CPA examination in Tennessee.

 

Location Information

Thursday, November 12, 2015

Anaheim Marriott Suites
12015 Harbor Blvd
Garden Grove, CA 92840
(714) 750-1000

Commands