To-Dos and Other Opportunities for Year-End

December 7, 2022 | 10:00 am - 11:15 am CST

Investment: 
Complimentary (bank members) | $120 per person (nonmembers)

Description:
December and January are the months that some maintenance can be performed on your bank's bond portfolio. In addition, this year there is an opportunity to take advantage of cyclical-high yields using several strategies. We will give some thoughts on some clean-up items and make suggestions how to position your investments to improve performance in future years. 

This session will cover: 
- Checklist for year-end maintenance
- Review bond market performance in 2022
- Analysis of changing deposit dynamics
- Strategies to close out 2022, and to start 2023

Presented in partnership with   

Presenter:

Jim Reber is President and CEO of ICBA Securities. He is a frequent speaker and lecturer at bank investment seminars and workshops.  Jim also writes a monthly investment column for Independent Banker magazine.  He is a member of the Board of Regents at Barret School of Banking in Memphis, TN, and served a term as Chairman.  Jim is a Certified Public Accountant and a Chartered Financial Analyst, and is a graduate of Christian Brothers University, where he served on the Board of Trustees as Chairman of the Finance Committee and University Treasurer.

Questions? Contact Patti Coles at [email protected] or (651) 789-3987