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WBA Webinar – Investment Evaluation: How to Evaluate Broker Proposals & Avoid Pitfalls

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July 15, 2021 @ 4:00 pm - 5:00 pm CDT

Speaker: Gabby McGaughy, Director, Advisory Services

Topic: Investment Evaluation: How to Evaluate Broker Proposals & Avoid Pitfalls

As financial institutions continue to see cash coming in from all directions due to net deposit growth, pre-payments and loan run-off, evaluating investments is more important than ever. In this webinar, we’ll discuss why having the right tools and knowing what questions to ask can help you better evaluate broker proposals. Now is the time to ensure your depository is using informed decision-making to put excess cash to work effectively.

Who Should Attend: CEOs, CFOs, Senior Management, Controllers, Treasury Staff, Financial Analysts, Accountants, ALCO and Board Members