Complimentary On-Demand Webinar from the CU Webinar Network

It is hard to believe that in early 2022 the Federal Funds Rate was near zero. Fast forward to the end of 2022, and the Federal Reserve had increased interest rates 500 basis points in nine months in an effort to fight inflation which was hovering near a 40-year high. These aggressive efforts allowed many financial institutions to take advantage of rising interest rates with their margins expanding. However, as liquidity has dried up and the pressure on deposits has heated up, many have concerns about their balance sheets and overall performance. This session will examine these concerns and present strategies to better prepare your institution for the uncertainty ahead.

​Highlights include:

• Industry trends for balance sheets, investment portfolios, and performance
• Pressures related to the liability side of the balance sheet and cost of funds
• Balance sheet and investment portfolio strategies for the current environment
• Best practices for ensuring regulatory compliance with interest rate risk and liquidity risk management

The webinar will be available July 5. 

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
 
Meet the Presenter
Dale Sheller, The Baker Group LP FSG
Dale Sheller is an Associate Partner in the Financial Strategies Group at The Baker Group. He joined the firm in 2015 after six years as a bank examiner with the FDIC. Dale holds a bachelor’s degree in finance and a master’s degree in business administration from Oklahoma State University. He works with clients on investment portfolio strategies, interest rate risk management, liquidity risk management, and regulatory issues. Dale regularly speaks at educational seminars nationwide and serves as a faculty member for multiple banking schools.

Complimentary on-demand webinar registration includes: 

• Unlimited and shareable access to the recording within your institution
• Available to view 24/7 on desktop, mobile & tablet devices
• Access the webinar training from your User Portal

If you need help with anything, email [email protected] or call 406.442.2585.

Register Now