THE ACADEMY OF PROFESSIONAL BANKING

Curriculum

Semester 1

Semester 2

Semester 3

 

Semesters at a Glance:
The Academy of Professional Banking sessions are designed to meet your individual needs while helping you address today’s top banking challenges. Each session meets Sunday evening through Thursday afternoon. Here’s an overview of each session:

Semester 1

Strategies for Revenue Growth

  • Aggressive strategies based on four pricing models
  • Personalized action plans

Sales and Service Culture Management

  • How to align human resources and bank-wide strategies
  • Focus on customer retention strategies

Operational Efficiencies

  • Share benchmarks and best practices for optimal performance
  • Proven methodology to effect change in your organization

Strategic Management

  • Setting goals in strategic planning
  • Action plans to execute your goals

Economic Indicators

  • Key economic issues impacting banks today
  • Key indicators to monitor

Action Plan Session

  • Develop an action plan for your bank

Semester 2

Action Plan - Update

  • Informal presentations by each participant with feedback from peers and faculty

Communication Skills

  • Learn how to communicate more effectively
  • Understand your audience and how to appeal to them

Small Business

  • Learn to interpret the balance sheet and profit and loss statement of small business clients
  • Understand how this assists in financial decision-making

Behavioral Assessment

  • Tools for hiring the right employees in the right positions
  • Learn how to use these tools to benefit the bank and employees

Employee Retention

  • Key strategies to motivate your employees
  • Strategies to facilitate employee personal/professional life balance

Expense Management

  • Best practices for expense management
  • “Easy Wins”

Semester 3

Action Plan - Update

  • A second informal presentation by each participant with continued feedback by peers and faculty

Decision Making Management

  • Computerized bank models for making financial decisions
  • Pros and Cons of models

Investments

  • Current issues in portfolio management
  • Explore options for improved performance

Loan Strategic Planning

  • Strategies to develop and implement an effective plan
  • Tools to measure and reward performance

Best Practices

  • Manage the bank more effectively through critical thinking methodologies
  • Open forum to share successful strategies

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