Pub. 2 2013 Issue 2

For over thirty years, The Baker Group has helped financial institutions navigate through volatile and unpredictable economic environments. We work as partners with our clients to help them focus on the things that are critical to their success. Because points of focus will change regularly as conditions evolve, our task is to help financial institutions develop processes and strategies for optimal performance in any environment. We do this by using robust tools and resources for investment and interest rate risk management. In facing the challenge of an uncertain environment, The Baker Group can help you sharpen your focus . 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 liquiditymanagement, present tools for assessing credit risk in municipal bonds, and explore stress tests for the entire balance sheet using our Interest Rate Risk software. There is no cost for this seminar. 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 the banking industry is experiencing in the current market environment. Seminar topics include: n Current Economic Conditions and Fed Policy Outlook n Developing an Effective ALCO Process to Manage Interest Rate Risk and Liquidity n How to Build an Investment Portfolio Without Being Sold One n Characteristics of High Performance Portfolios n Developing a Municipal Credit Analysis Process to Comply with Dodd-Frank n Top Strategies to Prepare for the Next Rate Cycle n Managing Cash Flows and Options Risk in the Investment Portfolio n How to Effectively Reduce Extension Risk in the Bond Portfolio n Minimizing MBS Prepayment Risk 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 . Investment Strategies and Interest Rate Risk Seminar f ocus 2013 www.GoBaker.com | Member: FINRA and SIPC 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 Location May 14, 2013 Wichita, Kansas Wichita Country Club 8501 East 13th Street North Wichita, KS 67206 316.634.0412 Agenda Breakfast Seminar Lunch Golf included Who Should Attend Financial institutions’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial man- agement functions will benefit from this seminar.