As a state partner, the Connecticut Bankers Association is pleased to announce the Society of Bank Executives complimentary CFO Virtual Peer Group, hosted by the Wisconsin Bankers Association, to be held on Thursday, March 5th, at 1:30 p.m. via Zoom.  The Society of Bank Executives Peer Groups are interactive online sessions that allow senior bank executives to connect with peers outside of their competitive market, learn new perspectives, gain insights from each other, expand their knowledge base and focus on important topics.

Zoom link will be emailed to attendees prior to the event.

CLICK HERE TO REGISTER

After years of navigating a challenging interest rate landscape with shrinking margins and rising funding costs, 2025 brought a welcome turning point: expanding margins and stronger earnings. Yet as we move through this easing cycle, one pressing question looms: What comes next? This session will examine and discuss all these concerns and present investment strategies to better prepare your institution for the uncertainty ahead.

Topics will include:

• An Economic Overview, Outlook for the Fed and the Latest Yield Curve Behavior
• Regulatory Hot Topics and State of the Industry
• A Look into Industry Trends for Balance Sheets, Net Interest Margins and Liquidity
• Investment Portfolio Strategies for the Current Environment

SPEAKER:

Dale Sheller is a Managing Director & Director of 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 investment portfolio strategies, interest rate risk management, liquidity risk management, and regulatory issues. Sheller regularly speaks at educational seminars nationwide and serves as a faculty member for multiple banking schools including the Southwest Graduate School of Banking at Southern Methodist University in Dallas.