Thursday, September 16, 2021
2:00 – 3:30 pm (Eastern Time)
This audit and accounting training explains the reasons for a bank’s investment portfolio and the need for having a current, comprehensive, written, investment bank policy disseminated to key personnel.
It identifies the key investment, controllership and audit officers of responsibility and discusses their respective responsibilities.
It also describes the typical financial instruments used to construct a sound investment portfolio including:
It also describes the mortgage-backed “players” and their roles and responsibilities, including the importance of pass-through securities.
It also briefly describes (1) municipal obligations such as:
and (2) unique investments such as:
Attendance verification for CE credits provided upon request.
If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Patti Webb, (614) 610-1877.
Webinar and Playback* ($295/$445)
*Playback has no expiration.
Additional Hookup - Registering another banker from a different location ($185/$225)