Understanding Bank Performance – Virtual Series
Providing a Strong Foundation for the Next Generation of Bankers
Hosted by the Washington Bankers Association, in partnership with the Wisconsin Bankers Association and several other states, this 8-part virtual series will provide your emerging leaders with the information they need to better understand your bank’s performance as a business.
Who Should Attend?
Participants will learn how to assess and analyze a bank’s financial performance by working with data from real institutions. Using financial statements from one sample financial institution along with statements from their own banks, participants will become familiar with the ins and outs of balance sheets and income statements and learn how to apply key performance metrics to the data presented in these documents.
Having learned how to interpret and analyze a bank’s financial statements, participants will gain deeper insight into the factors affecting bank performance. Later sessions in this course will address ways in which performance may be hindered or improved by funding strategies and risk management.
Ultimately, participants will be able to review a bank’s financial statements to identify strengths and weaknesses and be able to recommend changes that will lead to improved performance. In the final session of this course, participants will put what they have learned into practice. Participants will analyze a new data set, rate the bank’s performance and suggest strategic adjustments that might benefit the bank.
Series Dates & Courses:
- October 30, 10:00 a.m. – Noon CT: Fundamentals of Financial Statements Part 1
- October 31, 10:00 a.m. – Noon CT: Fundamentals of Financial Statements Part 2
- November 6, 10:00 a.m. – Noon CT: Credit Metrics & Credit Quality
- November 7, 10:00 a.m. – Noon CT: Funding & Liquidity
- November 13, 10:00 a.m. – Noon CT: Capital & Bank Investments
- November 14, 10:00 a.m. – Noon CT: Risk & Return
- November 20, 10:00 a.m. – Noon CT: Capstone Overview
- November 21, 10:00 a.m. – Noon CT: Proforma Capstone
Download the brochure to review the session descriptions and more details.
Registration for this 8-part virtual series is $1,000/attendee. Registration will be managed by the Washington Bankers Association online.
Participants will be required to complete pre-work/homework assignments prior to each session. This prepares students to best understand the topics, challenges them to be proactive in their learning, and to seek out the advice of key individuals within their own institution when needed.