2019 Planning:
Three Considerations for Your Financial Institution

Thursday, November 8 — 1 p.m. CST

Presented by

(Unable to attend the live event? Register to receive a FREE recording of the webinar after it airs in November.)

In this webinar, Marc Gall and Brett Patten of BOK Financial Institutional Advisors will talk through considerations for 2019 planning for your financial institution. The three topics in this webinar include:

  • Economic and Interest Rate Outlook for 2019
  • Considerations for Year-End Investment Portfolio Strategies
  • Roadmap for Asset/Liability Management

    • Brett Patten, Vice President, Financial Institutions Group

      Marc Gall, Vice President, Asset/Liability Strategist

      BOK Financial is a top-25 U.S.-based financial services company with $34 billion in assets and $82 billion in assets under management, headquartered in Tulsa, Oklahoma. BOK Financial provides nationally competitive products and personalized service combined with experienced bankers who work to truly understand their customer's personal and business financial needs.

      Through its banking subsidiary, BOKF, NA, banking services are provided in states throughout the southwest. Current operations include Bank of Arizona in the Phoenix metro area and Colorado State Bank and Trust in the Denver metro area. The organization also operates regional banking locations under the following brands: Bank of Albuquerque, Bank of Arkansas, Bank of Oklahoma, Bank of Texas and Mobank (in the Kansas City metro area). BOK Financial Corporation is publicly traded and listed on the NASDAQ as BOKF. You can find out more about our parent company by visiting the investor relations website at

      Securities, insurance and advisory services offered by BOK Financial Securities, Inc., member FINRA/SIPC and a subsidiary of BOK Financial Corporation. Some services offered through our affiliate, Institutional Investments, Bank of Oklahoma which operates as a separately identifiable trading department of BOKF, NA. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

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