Understanding Bank Performance
Eight-Part Virtual Series (April-May)
The VBA is excited to partner with the Washington Bankers Association to offer a new virtual series, Understanding Bank Performance.
Participants will learn how to assess and analyze a bank’s financial performance by working with data from real institutions. Using financial statements from one sample financial institution, along with statements from their own sample banks, participants will become familiar with the ins and outs of balance sheets and income statements and learn how to apply key performance metrics to the data presented in these documents.
All sessions will be held from 11:00 a.m. – 1:00 p.m.
- April 30 – Fundamentals of Financial Statements Part 1
- May 2 – Fundamentals of Financial Statements Part 2
- May 7 – Credit Metrics & Credit Quality
- May 9- Funding & Liquidity
- May 14 – Capital & Bank Investments
- May 16 – Risk & Return
- May 21 – Capstone Overview
- May 23 – Proforma Capstone
Duncan Taylor is the SVP/Chief Operating Officer for the Washington Bankers Association and serves as President of WBA Professional Services, Inc. He is a seasoned association management professional and is also an experienced small business and not-for-profit technology consultant. He’s a third-generation “accidental banker”, as both his mother and grandmother had careers at Washington Mutual. Duncan’s consulting background gives him a unique perspective in understanding and connecting the actions of an institution with the effects and impact it has on customers and stakeholders. He’s also a bank data “nerd” and will happily discuss the ins and outs of your Call Report. Duncan has a breadth of teaching experience, ranging from financial literacy education to capital budget details for Washington State school construction – his specialty is breaking down complex topics into digestible chunks. Duncan is a graduate of Pacific Coast Banking School, holds an ABA Bank Operations Diploma, and is also an alumnus of Highline College’s Political Science program, Western Governor’s University Business Administration and IT Management program, and the Society for Nonprofits Leadership and Management program at Michigan State University.
|VBA Member Registration Rate*
|$1,000 per participant
*The 8-part Understanding Bank Performance Series is offered LIVE and will remain available OnDemand through July 1, 2024.