Pub. 6 2011-2012 Issue 6

Investment Strategies and Interest Rate Risk An In-Depth Program Financial institution managers will come away with sound ideas for using the bond portfolio as an effective tool in managing liquidity, cash flows, and interest rate risk. Attendees will also gain insight into the remarkable changes that the banking industry is experiencing in the current market environment. Seminar topics include: Q Current Economic Conditions and Fed Policy Outlook Q Pre-Exam Interest Rate Risk Checklist Q Characteristics of High Performance Portfolios Q How to Effectively Reduce Extension Risk in the Bond Portfolio Q Top Strategies to Prepare for the Next Rate Cycle Q Managing Cash Flows and Options Risk in the Investment Portfolio Q How to Analyze Your Municipal Bond Credits Q Managing MBS Cashflow Volatility With the Right Loan Attributes CPE credits will be earned for your attendance. Registration For your convenience, register online at GoBaker.com/seminars . For more information, call Skoshi Heron at 888.990.0010 . N ew realities facing community financial institutions in 2012 require managers to obtain growing support for the ALCO processes. The Baker Group’s upcoming Investment Strategies and Interest Rate Risk Seminar will address specific bond portfolio strategies to improve margin and mitigate unnecessary IRR. We will discuss security selection processes and liquidity management, present tools for assessing credit risk in municipal bonds, and explore stress tests for the entire balance sheet using our Interest Rate Risk software. Who Should Attend Financial institutions’ CEOs, CFOs, investment officers, boardmembers, and those who are directly or indirectly responsible for financial management functions will benefit from this seminar. There is no cost for this seminar. S E M I N A R T H E B A K E R G R O U P Oklahoma City, OK | Austin, TX | Birmingham, AL | Indianapolis, IN | Salt Lake City, UT | Springfield, IL The Baker Group | 1601 Northwest Expressway, 20th Floor | Oklahoma City, OK 73118 | 800.937.2257 www.GoBaker.com | Member: FINRA and SIPC Location May 23, 2012 Lincoln, Nebraska The Cornhusker Marriott 333 South 13th Street Lincoln, NE 68508 402.474.7474 Agenda Breakfast Seminar Lunch Speakers Jeff Caughron Ryan Hayhurst Lester Murray