Learn Bond Basics with your Peers
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.
Who should attend?
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.
You Will Learn:
- Bond basics, including bond pricing, duration, and price volatility
- Bond types, including agencies, municipals, mortgage securities, and floating rate instruments
- The composition of a high performing portfolio
- How to understand the rate market: yield curves, spreads, monetary policy
- How economic data affects the bond market
- The impact of interest rate risk on portfolio management
- Portfolio strategies of laddering, barbells, riding the yield curve
- Day-to-day portfolio management techniques
- Evaluating investment portfolio performance
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, drink, and music at a private event at a local restaurant.
October 21-22, 2019
1022 S. Shady Grove Road
Memphis, TN 38120
Room Cost: $175/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 ICB and mention your participation in the Bond Academy to receive the discounted room rate per night of $175. 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 Sherri Joyner shortly thereafter which will have an invoice, including remittance advice, attached. For questions, please contact Sherri Joyner, (800) 422-6442.
Monday, October 21 8:00 AM-5:00 PM Bond Academy
6:00 PM-9:00 PM Dinner Provided
Tuesday, October 22 8:00 AM-12:00 PM Bond Academy
12:00 PM Depart
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.
Who should attend:
CPAs and those with an intermediate level of experience as investment officers, cashiers, controllers, and internal control professionals would benefit from Bond Academy.
ICBA Securities is registered with the National Association of State Boards of Accountancy (NASBA) 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 for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through www.learningmarket.org. For more information regarding individual site administrative policies such as complaints and refunds (if applicable), please contact Sherri Joyner at 800-422-6442. No advanced preparation is required for this course. Potential for up to 12 hours credit may be awarded for verified attendance at this group-live seminar. The course level for Bond Academy is intermediate.