DFW Chapter: Asset Liability Management

DFW Chapter: Asset Liability Management

Tuesday, September 29, 2020

11 AM - 12:30 PM CT
Dallas-Fort Worth Chapter: Asset Liability Management in Today’s Historically Low Interest Rate Environment


The Fed has cut rates back to zero and balance sheet changes in the first half of 2020 have been significant. Many banks are now faced with a bleaker earnings outlook than recent years and margin compression may have already started to take its toll in this challenging rate environment. Keeping every dollar on the balance sheet efficient utilized and allocated has become even more critical as the risk of another prolonged low rate environment is likely a reality.


The following topics will be highlighted during this presentation:

  • Brief Economic Review
  • Federal Reserve Outlook
  • Current Banking Trends
  • IRR Best Practices
  • Investment Portfolio Strategies


Dale Sheller
Senior Vice President - Financial Strategies Group, The Baker Group

Dale Sheller is Senior Vice President in the Financial Strategies Group at The Baker Group. He joined the firm in 2015 after spending six years as a bank examiner with the Federal Deposit Insurance Corporation. Sheller holds a bachelor’s degree in finance and a master’s degree in business administration from Oklahoma State University. He works with clients on interest rate risk management, liquidity risk management, and regulatory issues.

About The Baker Group
The Baker Group has been a trusted financial partner helping community financial institutions improve their decision-making, interest rate risk management, and investment portfolio performance since 1979. In 1981, founder James V. Baker revolutionized financial risk management with his publication, Asset/Liability Management. In his best-selling book, Dr. Baker recommended integrating interest rate risk and investment portfolio management with balance sheet management to better monitor and measure interest rate risk and improve overall performance. By applying Baker’s “total bank” approach, community financial institutions were able to adapt to the changing market throughout the years.

Today, The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and interest rate risk management for community financial institutions nationwide. After decades of industry service, The Baker Group continues to grow and adapt in order to better serve their financial partners.

The Baker Group is nationally recognized by these state banking associations:
  • Alabama Bankers Association
  • Community Bankers Association of Illinois
  • Indiana Bankers Association
  • North Dakota Bankers Association
  • Pennsylvania Bankers Association
  • Independent Bankers Association of Texas<

Registration to the live session includes:

  • One online connection
  • CPE credit for registrant
  • Permission to reproduce the handouts and other written material for additional attendees at your location

Only registered attendees of the live session can obtain CPE credit

Credit Hours

Earn up to 1 hour of CPE credit.
  • Level: Basic
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Finance - Technical
  • Instructional Method: Group Internet Based
  • Length: 60 minutes

For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.



To register online, please sign-in below or follow the instructions to create an account.

9/29/2020 11:00 AM - 9/29/2020 12:30 PM
United States

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