Complete 2017-18 Session Schedule

Program Curriculum

July 18, 2017

Session Details

This class will introduce and examine the evolution and importance of the banking system and the attendees’ place in it. We will discuss the historical aspects of the banking and financial system, and explore the root causes of the financial crisis, its effect on the industry, and lessons to take into the future.

Dave Enger, CEO, Pacific Coast Banking School
Joe Zavaglia, President, Zavaglia Consulting

• Profile banking’s financial underpinnings
• Challenge participants to examine their personal brands
• Create an understanding of the financial system, and the way money moves and megatrends in banking
• Help participants understand their place of leadership within the financial system
July 19, 2017


Session Details

Today’s business environment requires leaders to successfully anticipate, initiate and lead change efforts in their organization. This class will focus on the human aspects of change, such as perceptions, assumptions, resistance, beliefs and values and emotional intelligence, which are crucial to change initiatives. We will be sharing experiences and perspectives with other change leaders, reviewing a high-level framework used in structured change initiatives and applying a selected suite of tools and templates used to lead change successfully. We will learn how to navigate change within your organization as well as orchestrate successful change efforts within your team, division or enterprise.

Eric Swenson, Managing Director, RSJ/Swenson LLC

• Assess your current state of change management and discover participants’ own approach, style and skills, and emotional intelligence for managing change
• Establish a common context and language to understand and lead change
• Learn and apply several models and tools for leading effective change while working through change examples
• Review employee involvement and communication considerations used in driving effective change efforts
• Learn to anticipate and plan for change
August 15, 2017


Session Details

This session will focus on calculating and interpreting key banking ratios so that a comparison with the Uniform Bank Performance Report can be performed to determine how your financial institution compares to your peer group of banks. We will accomplish this by starting with an understanding of the items on the balance sheet and income statement and how each account relates to the other. We will then progress to calculating and interpreting earnings and performance ratios that bank management should monitor to ensure a safe, sound, and high performing bank. We will end the presentation by focusing on the CAMELS rating system and other key risk areas.

Jeffery Johnson, President, Bankers Insight Group

• Analyze a balance sheet (including earning assets, the types of debts typically found and Stockholders’ Equity Accounts)
• Calculate and interpret key bank earnings and performance ratios and how they compare to peer banks using the UBPR.
• Identify liquidity and other funding source opportunities and threats
September 26, 2017

Session Details

In this session, we will conduct an in-depth review of incentive programs, performance scorecards, recognition and reward programs, and the importance of the link among them. Together we will build an incentive program, performance scorecards, and recognition and reward programs that inspire employees to achieve results beyond the norm. We will also discuss setting sales goals and the impact they have on results.
Session Objectives

Joe Zavaglia, President, Zavaglia Consulting

• Demonstrate the link among performance measurement systems, incentive programs and recognition and reward programs
• Provide examples of successful business plans and the importance of measuring how much, and what, by when
• Define what actions are needed on a daily, weekly, monthly, and quarterly basis to ensure you meet and exceed your performance goals
October 17, 2017

Session Details

Unlike the manufacturing and retail industries, financial institutions rely largely on the assets and liabilities on their balance sheets to generate income. This session will examine how banks make money, the capital required versus the risks inherent in the balance sheet, and an overview of how bank profitability is performed. The day begins with an overview of the industry, and drills down into organizational, product, and customer profitability details, with a discussion on how profitability is utilized in strategic decision making.

Jeff Marsico, Executive Vice President, The Kafafian Group

• Orient attendees on how profitability reporting is accomplished
• Identify effective ways to use profitability data, with an emphasis on strategic decision making
• Build an understanding of funds transfer pricing, and risk adjusted return on capital
November 7, 2017

Session Details

Bank managers and leaders need to understand the relationship among financial goal setting, budgeting and planning, and the ALCO and balance sheet management process. Externally, bank regulators, shareholders, stock analysts, and the SEC all expect that bank management have an effective plan and process in place to reach financial goals while managing the relationship between various forms of risk and return. The focus of this session is to introduce and apply various tools and techniques in developing an effective ALCO process.
Session Objectives

Dave Koch, President and CEO, Farin & Associates, Inc.

• Understand the difference between a static and dynamic ALCO process and why it makes sense to convert to dynamic
• Understand and apply the most crucial decision making tools in growing, maintaining, pricing, and assessing deposits
• Be able to discuss issues involved in making ALCO decisions using enterprise risk management metrics

**Please note that course dates and instructors may be subject to change.**

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