School of Bank Management

The WBA School of Bank Management will start on Monday, May 9, 2022 at 8:30 a.m. and adjourn on Friday, May 13, 2022 by 4:00 p.m.

In today’s ever-changing, turbulent banking environment, it is important for bankers – especially those who have potential to rise within the institution – to have a clear understanding of the bank as a whole. The WBA School of Bank Management will provide bankers with:

  • An enhanced understanding of banking as a business.
  • Increased analytical skills and management techniques.
  • A well-rounded understanding of critical banking functions, their interrelationships and the determinants of profitability.
  • An opportunity to provide better customer service to internal and external bank customers through expanded knowledge and ability.
  • An awareness of the changing banking environment.
  • A self-assessment to learn your leadership style and find opportunities for growth and improvement.

Curriculum Includes:

  • The Business of Banking – identifying components of the bank’s balance sheet and income statement, key ratios and profitability analysis.
  • Economics, Money and Market – introduction to monetary policy, understanding of yield curves and interest rates, and a look at economic trends and the impact of a rising rate environment.
  • Understanding Your Bank’s UBPR – identifying and understanding key components of your bank’s Uniform Bank Performance Report.
  • The Lending Function of a Bank – provide an understanding of portfolio growth and management, importance of documentation, lending’s impact on the bank’s balance sheet and income statement, and processes of analysis and spreading, pricing and funding.
  • Bank Human Resources – outlines the functions and responsibilities of both the human resources department and key managers.
  • Compliance Management & Bank Operations – introduction to the regulatory and examination processes, as well as overall bank operations and risk management.
  • Bank Marketing – focus on the role of the marketing function in the bank’s strategic planning and profitability.
  • Retail Banking – understanding the importance of market research, product development, product pricing, and product delivery, techniques for effective customer relationship management.
  • Asset/Liability Management – develop an awareness of the sources and uses of bank funds, and the factors that must be considered in effective management of bank assets and liabilities.
  • Leader’s Self-Assessment – creating self-awareness of your leadership/management styles and identifying opportunities for growth.

Who Should Attend?

This school has been designed for bank emerging leaders, management trainees, experienced bank managers who are new to the banking industry, and bankers interested in pursuing a career in bank management and leadership.

Many bankers will attend this school as a way of preparing for future enrollment in the Graduate School of Banking program.

Registration Information:

The registration fee of $1,395 includes program registration, instruction and materials, and daily lunch and refreshment breaks.