Event Calendar

Wednesday, May 8, 2024

Asset Liability Management and Investments

Start Date: 5/8/2024 9:00 AM EDT
End Date: 5/8/2024 5:00 PM EDT

Venue Name: The Four Points by Sheraton

600 Kanawha Blvd E
Charleston, WV  United States  25301

Organization Name: WVBankers

Amanda Cunningham
Email: acunningham@wvbankers.org
Phone: (304) 343-8838

Non-Member Price: $612
Member Price: $312
Discounted Member Price: $281 per person for 3+ registrants
(Savings of $31/per person)


Managing Interest Rate Risk, Liquidity & Performance in a Rising Rate

Each attendee will receive a custom packet for their Institution which will include bank-specific performance data and peer group comparison, non-maturity deposit analysis, surge balance study, and a liquidity stress test.

The Four Points by Sheraton, 600 Kanawha Blvd E, Charleston, WV 25301. If you require an overnight room, you are responsible for making your own reservation. Please contact The Four Points by Sheraton, (304) 344-4092. Room temperatures vary, please bring a light jacket or sweater for comfort. Business Casual dress is appropriate. Discounted room rate link will be available soon.

Who Should Attend: Presidents, CFO's, ALCO members and others involved in the banks' portfolio management.


Timing of your registration is critical. Seminars may be canceled if there are not sufficient registrations or may fill up; therefore, it is recommended that you register at least 10 days in advance.

Cancelation Policies:
  • Full refund if canceled 14 days or more ahead of seminar.
  • $75 cancelation fee if canceled within 6-13 days ahead of seminar.
  • No refund if canceled on or after 7 days ahead of seminar or for no-shows.
  • Substitutions are welcome.?

Presented By: The Baker Group

The Baker Group has been a trusted financial partner helping community financial institutions improve their decision-making, interest rate risk management, and investment portfolio performance since 1979.

In 1981, founder James V. Baker revolutionized financial risk management with his publication, Asset/Liability Management. In his best-selling book, Dr. Baker recommended integrating interest rate risk and investment portfolio management with balance sheet management to better monitor and measure interest rate risk and improve overall performance. By applying Baker’s “total bank” approach, community financial institutions were able to adapt to the changing market throughout the years.

Today, The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and interest rate risk management for community financial institutions nationwide. After decades of industry service, The Baker Group continues to grow and adapt in order to better serve their financial partners.