www.GoBaker.com | 800.937.2257 Oklahoma City, OK | Austin, TX Long Island, NY | Salt Lake City, UT Springfield, IL | Member: FINRA and SIPC May 8–9, 2025 AUSTIN, TX Lost Pines Resort 575 Hyatt Lost Pines Rd Cedar Creek, TX 78612 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Asset Liability Management and Investment Strategies Seminar JOIN US AT OUR ANNUAL DESTINATION EVENT After experiencing the most aggressive Federal Reserve tightening cycle in decades, we now enter the next phase, the easing cycle. The critical question persists: Will the Fed achieve the sought-after soft landing, or will the economy tip into its next recession? 2025 continues to be marked by uncertainty following a period of significant pressures and challenges to balance sheets and net interest margins. Senior management will continue to navigate an environment with uncertainty of interest rates, higher cost of funds, tighter liquidity levels, deposit pressures, and the looming threat of an economic downturn. Proactive balance sheet management and a robust ALCO process are more crucial than ever. This seminar will examine the challenges currently faced by CEOs, CFOs, and investment officers who must navigate the next rate cycle. Join us for an in-depth discussion of the following topics: • Economic and Market Update • The Fed’s Next Moves • Regulatory Hot Buttons • Interest Rate Risk • Liquidity Risk Management • Investment Portfolio Strategies • MBS/CMO Market • Municipal Market Update There is no cost for this seminar. AGENDA Thursday, May 8 Breakfast, Seminar, Lunch, Seminar, Adjourn Friday, May 9 Breakfast, Seminar, Conclusion, Golf (included) ACCOMMODATIONS A block of rooms is available at Hyatt Regency Lost Pines Resort and Spa. The special room rate will be available until April 9, 2025 or until the room block is sold out. Hotel price: $329–$379 + $25 resort fee. WHO SHOULD ATTEND 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. For more information or to register, visit GoBaker. com/texas/ or scan the QR code. Call Skoshi Heron at 888.990.0010 for additional questions. 14 hours of Economics and Finance CPE credits will be earned for your attendance.
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