Wednesday, April 29, 2009

8:00 am – 9:30 am Pacific

9:00 am – 10:30 am Mountain

10:00 am – 11:30 am Central

11:00 am – 12:30 pm Eastern

Investment portfolio managers have witnessed volatile, chaotic markets along with a heightened regulatory focus on liquidity and risk management.

The theme of this webcast will be how to use the bond portfolio as a tool for managing liquidity, cash flows, and interest-rate risk. It will examine the unique characteristics of Subchapter S Banks and discuss how investment management can complement the overall balance sheet. In addition, attendees will gain insight into the current market environment and the remarkable changes the banking industry continues to experience.

HIGHLIGHTS

· Market conditions and the banking landscape

· Strategic investment issues: keys to success

· Bond market sector analysis: what's rich/what's cheap

· The prepay environment for MBS: new considerations

· Agency alternatives: the risk/reward profile

· Municipal credit analysis: more important than ever

WHY SHOULD YOU PARTICIPATE?

This session is a cost-effective way to learn about the latest developments in markets as well as regulatory, tax, and financial strategy issues, with a focus on the bond portfolio as a tool. You may train as many individuals as you like for one set price. There will be no travel costs, no time lost from work, and no one will be required to leave the institution.

WHO SHOULD ATTEND?

Community bank presidents, CFOs, board members, investment portfolio managers, and accounting officers will benefit from this timely, informative discussion of some of the most challenging issues facing bankers today.

Please note: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webcast, your registration fee also includes one internet connection from a single computer terminal.

ABOUT THE PRESENTERS –

Edward A. Krei is a Managing Director with The Baker Group, an investment firm based in Oklahoma City, specializing in investment portfolio services, asset liability management, and strategic planning for community-based financial institutions. He received a BBA with honors in accounting from the University of Mississippi and was a gold medalist on the CPA examination in Tennessee.

A frequent speaker at banking and investment conferences, Ed has spoken for the Federal Reserve Board of Governors, the OCC, OTS, NCUA, FFIEC, Conference of State Bank Supervisors, several Federal Home Loan Banks, and state banking and securities regulatory agencies. He has served as faculty member of numerous banking schools, including the Graduate School of Bank Investments and Financial Management, the ABA National Commercial Lending Graduate School, and the Graduate Schools of Banking at SMU, Colorado and LSU. Ed has served as a consultant to central banks in Europe and Russia.

Jeffrey F. Caughron has 20 years’ experience in financial markets and securities. He received a bachelor’s in Economics at the University of Oklahoma and did graduate work in Political Economy at Harvard. Jeff’s experience includes several years on the treasury desk for an international Wall Street bank and managing a $600 million investment portfolio for a regional financial institution. He has expertise in broad asset/liability management issues; sits on the editorial board of the Sheshunoff Economic Newsletter; and is frequently quoted in the financial press. Jeff serves on the faculty of the Midwest School for Community Bankers and the Bank Operations Institute, and has worked as an international consultant to banks in developing countries. Currently he is an Associate Partner with The Baker Group and serves as a market analyst and strategist.

Ryan W. Hayhurst joined The Baker Group in 1991 while studying economics at the University of Oklahoma and is now an Associate Partner and Manager of the Financial Strategies Group. Ryan supervises the creation and implementation of investment and asset/liability management strategies designed for community banks. He specializes in analyzing the risk/reward characteristics of individual securities and helping banks build the optimal portfolio mix and is integrally involved in the development of several software systems that assist banks. Ryan serves on the faculty of several banking schools including the Midwest School for Community Bankers, the Texas Tech Banking School, and the Bank Operations Institute and is an experienced presenter.

WHAT IS A TELEPHONE/WEBCAST SEMINAR?

This training method allows unlimited listeners on your office speaker phone. By choosing the webcast option, participants will also be able to view online visuals as the presentation is delivered. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials will be sent prior to the broadcast along with hookup instructions. Your pin number, hookup instructions and handouts will be emailed to you. You will need the most current version of Adobe Acrobat Reader available free at www.adobe.com.

CAN’T ATTEND THE SCHEDULED TRAINING? ORDER THE AUDIO/VISUAL CD ROM!

As an added benefit, you may purchase a CD Rom* of this presentation. The CD includes the original audio/visual presentation, the question and answer sessions, and the handouts. In addition, you will be able to contact the presenter if you have follow-up questions. Use this “off-the-shelf” training program for those that could not attend the live seminar and for future training. AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE.

*CD Rom for PC use only