Analyzing Bank Performance


Description: Analyzing Bank Performance gives participants tools and techniques to analyze and improve a bank’s financial performance. Participants will observe the impacts of certain kinds of risk on a bank’s financial track record, and the correlation of risk optimization and superior financial performance. Student will use their own bank’s Uniform Bank Performance Report as one of the principal resources in this course, providing the primary means for a hands-on experience in analyzing the bank.​

Audience: This course is designed for junior-level bank officers all the way up through CEOs who need to analyze their bank’s performance. Participants should have some basic knowledge of balance sheets and income statements.

Learning Objectives: After successfully completing this program, you will be able to:

  • Identify the key balance sheet and income items for a bank
  • Use the Uniform Bank Performance Report to analyze their bank’s performance over time and compare that with 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 their bank’s performance
  • Identify the key drivers on non-interest income and non-interest expense and various strategies for managing them
  • Evaluate customer profitability within the bank

ABA Credit: 2

7 weeks / 18 hours
Non-Member: $870

Locator Number Start Date End Date
24835 – ABP59 01/30/2017 03/17/2017
24836 – ABP60 06/19/2017 08/04/2017

Required Textbook:
Bank Management, 8th Edition – Printed Book: Member: $238 / Non-Member: $279