To-Dos and Other Opportunities for Year-End
December 7, 2022 | 10:00 am - 11:15 am CST
Complimentary (bank members) | $120 per person (nonmembers)
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
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 Patti@Minnesota.Bank or (651) 789-3987