Quarterly Investment Strategy Webinar

April 2, 2026

in CCBN News/Resources,

Client Education Webinar Series

1 Hour of CPE Credits

Wednesday, April 8, 2026
10:30 – 11:30 a.m. CT

Meet Our Speakers

Featured Speaker

Dale Sheller
Managing Director
Director of FSG

Featured Speaker

Jim Reber
Managing Director ICBA Relations

Join us for our quarterly investment strategy webinar, designed for our community bank partners. We’ll provide insights into the current economic environment—including inflation trends, Federal Reserve policy expectations, and interest rates—while connecting these themes to actionable strategies for your investment portfolio. Register today to stay ahead of market shifts and navigate a rapidly evolving banking landscape.

Topics

Economic Update and Fed Policy Outlook
Bank Portfolio Trends and Peer Analysis
Current Investment Strategy Recommendations
Sector Specific Investment Recommendations
Risk/Reward and Relative Value Comparisons

Who Should Participate

Banks’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this webinar. There is no cost for this webinar.

The level of learning for this group internet based webinar is intermediate, and basic knowledge of finance and banking is recommended. No advance preparation is required. Because this webinar is presented without charge to attendees, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 405.415.7222.

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.