Upcoming Events

Feb

Community Bankers of MI – Economic Forecast Forum

Speaker: Dudley Carter, CPA
Virtual

For: MI community bankers Topic: Economic Outlook Speaker: Dudley Carter, CPA

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Feb

NW Policy Conference 2022

Speaker: Jim Reber, CPA, CFA
Virtual

For: WA community bankers Topic: The New Investment Paradigm for 2022

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Feb

Community Banking Webinar Series: Webinar 1

Speaker: Daniel Anderson
Virtual
Virtual

For: Community Bankers Topic: Positioning the Investment Portfolio for Performance

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Feb

Credit Union Webinar Series: Webinar 1

Speaker: Daniel Anderson
Virtual

For: Credit Unions Topic: Positioning the Investment Portfolio for Performance

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Mar

ICBA Live! 2022

Speaker: Jim Reber, CPA, CFA
San Antonio, TX
Gonzales Conference Center

For: Community Bankers Topic: Implications of Rising Interest Rates

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Mar

Community Banking Webinar Series: Webinar 2

Speaker: Dan Stimpson
Virtual
Virtual

For: Community Bankers Topic: Balance Sheet Strategies in an Expected Tightening Cycle

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Mar

Credit Union Webinar Series: Webinar 2

Speaker: Ricky Brillard, CPA
Virtual

For: Credit Unions Topic: Balance Sheet Strategies in an Expected Tightening Cycle

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Mar

1st Quarter Bank Advisory & Strategic Services Webinar

Speaker: Marty Mosby
Virtual

1st Quarter Bank Advisory & Strategic Services Webinar

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Apr

2nd Quarter Economic Outlook

Speaker: Craig Dismuke and Dudley Carter, CPA
Virtual

Topic: 2nd Quarter Economic Outlook

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Apr

Community Banking Webinar Series: Webinar 3

Speaker: Rick Redmond and Kevin Smith
Virtual
Virtual

For: Community Bankers Topic: Interest Rate Swaps: Not Just for Hedging

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Apr

Credit Union Webinar Series: Webinar 3

Speaker: Rick Redmond, CMA and Kevin Smith, CFA
Virtual

For: Credit Unions Topic: Interest Rate Swaps: Not Just for Hedging

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May

Community Banking Webinar Series: Webinar 4

Speaker: Greg Roll, CPA
Virtual

For: Community Bankers Topic: Balance Sheet Management and Your Loan Portfolio

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May

Credit Union Webinar Series: Webinar 4

Speaker: David Visinsky
Virtual

For: Credit Unions Topic: Loan Participation Market Overview

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Jun

Community Banking Webinar Series: Webinar 5

Speaker: Kevin Smith, CFA
Virtual

For: Community Bankers Topic: Mortgage Market Update and Opportunities

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Jun

Credit Union Webinar Series: Webinar 5

Speaker: Kevin Smith, CFA
Virtual

For: Credit Unions Topic: Mortgage Market Update and Opportunities

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Jun

2nd Quarter Bank Advisory & Strategic Services Webinar

Speaker: Marty Mosby
Virtual

2nd Quarter Bank Advisory & Strategic Services Webinar

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Jul

3rd Quarter Economic Outlook

Speaker: Craig Dismuke and Dudley Carter, CPA
Virtual

3rd Quarter Economic Outlook

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Sep

Community Banking Webinar: Webinar 6

Speaker: Dennis Porcaro and Justin Sparks
Virtual

For: Community Bankers Topic: Municipal Market Update: Investment Strategies and Credit

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Sep

3rd Quarter Bank Advisory & Strategic Services Webinar

Speaker: Marty Mosby
Virtual

3rd Quarter Bank Advisory & Strategic Services Webinar

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Oct

Community Banking Webinar Series: Webinar 7

Speaker: Michael Erhardt, CPA
Virtual

For: Community Bankers Topic: Planning for Year End and the New Year

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Oct

Credit Union Webinar Series: Webinar 6

Speaker: Michael Erhardt, CPA
Virtual

For: Credit Unions Topic: Planning for Year End and the New Year

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Oct

4th Quarter Economic Outlook

Speaker: Craig Dismuke and Dudley Carter, CPA
Virtual

4th Quarter Economic Outlook

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Dec

4th Quarter Bank Advisory & Strategic Services Webinar

Speaker: Marty Mosby
Virtual

4th Quarter Bank Advisory & Strategic Services Webinar

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