Presenter: Rex Bennett, Ph.D., Achieving Unlimited
This program is designed to provide an overview of the key factors that drive bank profitability with a better understanding of financial statements and key financial ratios. It’s designed to be a highly interactive seminar allowing participants to use their bank’s balance sheet and income statement to calculate various financial ratios and show how changes in various line items impact key ratios and overall bank profitability.
Target Audience: Understanding how the bank makes money and how to assess the bank’s performance helps everyone in the bank feel more involved in the bank’s success. The program is especially useful for CSRs, HR and marketing personnel, and loan or other specialists who tend to have limited knowledge or perspective of what affects overall bank performance. It is also useful review for other bank officers. Anyone at the organization who needs a better understanding of financial statements, financial ratios and key factors that drive profitability will benefit from attending.