This training program will review the three keys to success for any bank: marketing, financing, and management. The webinar will also include how to correctly interpret the bank’s financial statements including analyzing key numbers and ratios. Additionally, attendees will be exposed to how a bank’s overall success is measured including the CAMELS rating, Baurer Financial Rating, and Texas Ratio. Furthermore, various bank HR issues and the risk of cyber security threats will be outlined.
Attendees will review how to correctly interpret the bank’s financial statements, analyze key numbers including net interest margins, calculate the ratios (including capital requirements), determine the Allowance for Loan and Lease Losses (ALLL) (including the Current Expected Credit Loss (CECL), review the Uniform Bank Performance Report (UBPR), and apply these concepts in negotiating with both the bank’s management and regulators.
Additionally, the program will explore ways to rate the overall success of the bank using the CAMELS rating, Bauer Financial Rating, and the Texas Ratio.
Attendees will also be provided with tools and techniques in working with the bank’s management covering various HR issues that tie into labor/contract law including sexual harassment and the Family and Medical Leave Act (FMLA). The webinar will also emphasize the importance of providing on-going training for the loan, audit, and ALCO committee members and the risk of cyber security threats.
Why Should You Attend:
In today’s competitive banking environment, it is crucial that bank directors have both a strategic and tactical perspective in directing the bank. Attend this proactive webinar and learn the three keys to success for any bank - marketing, financing, and management.Attendees will review how to correctly interpret the bank’s financial statements, analyze key numbers including net interest margins, calculate the ratios (including capital requirements), determine the Allowance for Loan and Lease Losses (ALLL) (including the Current Expected Credit Loss (CECL), review the Uniform Bank Performance Report (UBPR), and apply these concepts in negotiating with both the bank’s management and regulators.
Additionally, the program will explore ways to rate the overall success of the bank using the CAMELS rating, Bauer Financial Rating, and the Texas Ratio.
Attendees will also be provided with tools and techniques in working with the bank’s management covering various HR issues that tie into labor/contract law including sexual harassment and the Family and Medical Leave Act (FMLA). The webinar will also emphasize the importance of providing on-going training for the loan, audit, and ALCO committee members and the risk of cyber security threats.
Areas Covered in the Webinar:
- Explore “directing” the bank from both a strategic and tactical perspective and the three keys to success - marketing, financing, and management
- Review the basics of interpreting the bank’s financial condition including the financial statements, key numbers, and ratios
- Discuss negotiating with management and the regulators
- Learn ways to rate the success of the bank including the CAMELS rating, Bauer Financial Rating, and the Texas Ratio
- Analyze various HR issues that impact the bank
- Provide training to loan, audit, and ALCO committee members
- Cover cyber security threats, including third-party vendors
Who Will Benefit:
- Bank Directors
- Compliance Managers and Officers
- Risk Managers and Officers
- Controllers
- Presidents/Vice Presidents
- Managers/Supervisors
- Sales Representatives
- Marketing Personnel
- Retail Businesses Owners
- Maintenance and Security Employees
- Stock Room Personnel
- Business Vendors
Course Provider
David L Osburn,
