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Bond Academy | April 22–23, 2024
Register today for The Bond Academy, a two-day educational workshop hosted by Stifel and ICBA, to provide community bank professionals with basic knowledge needed to help plan and create effective fixed income investment portfolios.

The customized curriculum was developed to deepen and reinforce the understanding of basic fixed income investment products and portfolio management principles, while also demonstrating how a portfolio can complement the rest of a bank’s balance sheet.

In learning the essentials of fixed income investing, bond pricing, valuation, and selection will be covered extensively.

Who Should Attend?
The Bond Academy is ideal for financial professionals interested in deepening their knowledge of fixed income asset classes and basic investment strategies. CEOs, CFOs, investment managers, directors, as well as new directors serving on investment or asset-liability committees will also find this coursework beneficial.

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


Monday – 4/22
Sessions: 8:00 am - 5:00 pm – Cocktail reception immediately following.

Tuesday – 4/23
Sessions: 8:00 am - 12:00 pm

Detailed Agenda to follow.

Hotel Information: *New location*
The Peabody Memphis
149 Union Avenue | Memphis, TN 38103
* Book Your Room

Members: $595
Nonmembers: $695
Additional Registrations - Same Bank: $445/$545 (discounted prices)

CPE Credit:
Earn up to 12 credits

Basic knowledge and understanding of the financial markets.

Additional Information:
– Field of Study: Specialized Knowledge, Economics
– Advanced Preparation: None
– Program Level: Intermediate
– Delivery Method: Group-Live

(631) 656-4752

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

For more information regarding individual site administrative policies such as complaints and refunds (if applicable), please contact Colleen Ryan at (631) 656-4752. 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 the Bond Academy is intermediate.


This material is intended for institutional use only. It has been prepared for general information purposes only and does not consider investment objectives, financial situation or particular needs of any specific institution. Institutional investors should seek financial advice as to the appropriateness of investing in any security or investment strategy mentioned or recommended. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument. Stifel, Nicolaus & Company, incorporated is a fixed income broker-dealer and a member of NYSE, FINRA and SIPC.