We provide community bankers with quality investment products, services and education at competitive prices.
The Bond Academy is designed to provide community bankers with the basic knowledge needed to help plan and create effective investment portfolios.
A high performance investment portfolio can provide a noticeable increase to your bank’s bottom line. The learning objectives of Bond Academy are aimed at providing you with the tools to understand how debt instruments work and their overall role in complementing the entire balance sheet.
This all new curriculum has been specifically designed to equip a new portfolio manager with basic portfolio management issues. Specifically, fundamentals of bond pricing, valuation, and selection will be covered extensively. You’ll learn the basics of the bank portfolio investment process.
CPAs and those new to their roles as investment officers, cashiers, controllers, and internal control professionals will benefit the most from Bond Academy. New directors serving on the investment or asset-liability committee will also find this course beneficial. No advance preparation is necessary.
What Our Graduates Are Saying:
“I’m new to this role and it was a great broad spectrum fit.”
“Very informative and excited to get back and put this information to work. Thank you!”
“Great content, wide breadth of topics.”
“Very effective at keeping discussions at a high level.”
“What I liked best was the content of the program and the ability to speak one-on-one with the presenters later.”
“I was very impressed by the knowledgeable speakers.”
Monday Night, October 21
We will have food and drink at a private event at a local restaurant.
October 19-20, 2020
1022 S. Shady Grove Road
Memphis, TN 38120
Online Hotel Reservations – available late summer 2020
Room Cost: $149/night
Reserve your room by clicking on the above link, or you may call the hotel directly at (901) 684-1777. To ensure our meeting rate, you must identify the group code CBA and mention your participation in the Bond Academy to receive the discounted room rate per night of $149. The Embassy Suites offers complimentary shuttle service to and from the airport. Hotel check-in time is 4 PM and check-out time is 11 AM.
ICBA Members — $595 / session
Nonmembers — $695 / session
Members & Non-Members: Save $150/session for each additional registration from your bank.
You will receive an email confirmation upon receipt of your registration. You will also receive an email from Allison Hughes or Kert Johnson shortly thereafter which will have an invoice, including remittance advice, attached. For questions, please contact Kert Johnson, (800) 829-0321.
Monday, October 19
8:00 AM-5:00 PM
6:00 PM-9:00 PM
Tuesday, October 20
8:00 AM-12:00 PM
Breakfast is provided in the Atrium Café for those staying at Embassy Suites. Luncheon is provided on Monday. Participants will receive a debit card for lunch on Tuesday.
Dress for Bond Academy:
Dress is business casual for all sessions and activities. Light sweaters or jackets are always a good idea, to assure your comfort during meeting hours as well as evening events.
Potential for up to 12 hours CPE credit based on a 50-minute hour.
Those working as CEOs, CFOs, investment managers, directors, and anyone responsible for balance sheet or investment portfolio management that have the working knowledge necessary to benefit from the content of this webinar.
For additional questions regarding this seminar, concerns and/or cancellation policies, please contact Kert Johnson (email@example.com) at 800-829-0321.