Audience: Junior-level bank officers up through CEOs who need the analytical tools to analyze bank performance. As part of the class, participants analyze the performance of their own bank.

    Learning Objectives

   At the conclusion of the program participants will be able to:

• Identify the key balance sheet and income items for banks
• Use the Uniform Bank Performance Report to analyze your bank’s performance over time and compare that to other banks
• Identify the major factors affecting bank performance
• Analyze the profitability of various lines of business within the bank using a variety of measures
• Utilize the concepts of economic value-added and the balanced scorecard in assessing your bank’s performance
• Identify the key drivers of non-interest income and non-interest expense and various strategies for managing them
• Evaluate customer profitability within your bank

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)