Analyzing Bank Performance
7-WEEK INSTRUCTOR-FACILITATED ONLINE COURSE
An overview of tools and techniques to analyze and improve a bank’s financial performance. Participants observe the effects of certain kinds of risk on a bank’s financial track record, and the correlation between risk optimization and superior financial performance.
- Use the Uniform Bank Performance Report to analyze a bank’s performance over time and compare that with other banks
- Demonstrate the connection between a consistently high level of financial performance as measured by the Return on Owners’ Equity Ratio and its relationship to credit, liquidity, capital and operational risk for the bank
- Identify the major factors that affect a bank’s financial performance
- Identify key components of non-interest income and expense and explore strategies to improve performance
- Utilize tools such as the Balanced Scorecard to assess and improve financial performance, including functional goal setting and performance evaluation
to enroll by phone.
Participants should have previously taken a basic accounting course and must have experience using Microsoft Excel.
Bank Management, 8th Edition, Timothy W. Koch and S. Scott MacDonald Other courses using this textbook are: Managing Funding, Liquidity and Capital; Managing Interest Rate Risk; Managing the Bank’s Investment Portfolio.
This course is designed for junior-level bank officers up through CEOs who need the analytical tools to analyze their bank’s performance. Participants should have some basic knowledge of balance sheets and income statements.
College Credit Recommendations:
In the upper division baccalaureate degree category, 3 semester hours in Banking, Business Administration, Finance or Management (when combined with Managing Interest Rate Risk, Managing Funding, Liquidity and Capital, and Managing the Bank’s Investment Portfolio.
The New York Bankers Association is a Local ABA Training Provider.
NYBA Professional Development at (212) 297-1679