Bank Director Training - Directing from a Strategic and Tactical Perspective

Duration: 90 Minutes
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.
Banking Success
Instructor: David Osburn
Product ID: 501815
Objectives of the Presentation
  • 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
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.

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
$300
Recorded Session for one participant
Get life time access with download option!
Book this course
Pay Now
  $450.00 Training CD
Free shipment within 4 Working Days of placing the order. Get life time access for unlimited participants.
  $550.00 Training USB Flash Drive
Free shipment within 4 Working Days of placing the order. Get life time access for unlimited participants.
For multiple location please contact our customer care team +1-510-857-5896.
How it works
Live Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches forCPAs, bankers, attorneys, credit managers, and business owners on topics such asBanking/Finance/Credit, Negotiation Skills, Marketing,and Management Issues.

Mr. Osburn’sContract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors.

His extensive professional background of over 30 years includes 17 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. His bankingcredentials include loan underwriting, loan "work-out", management, and business development.

Mr. Osburn has been an adjunct college professor for over 30 years including Nevada State College and College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School held at the University of Oklahoma.

Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).
View More