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Analyzing Bank Performance

Analyzing Bank Performance


Course Description:  Analyzing Bank Performance provides participants with the tools needed to analyze their bank’s financial performance.
“The content of this course was thorough and insightful.  Overall great experience.”
“Very interesting course! It will definitely help me in the analysis of UBPRs.”
“We had a great instructor!  He was so informative and engaged and very well informed [and] it was great to get feedback on the discussion board assignments.”
$875 NBA or ABA Members/$1125 Non-Members with textbook
$660 NBA or ABA Members/$870 Non-Members without textbook.
A shipping/handling fee is added to ABA Online Courses with textbooks.
Participants should have previously taken a basic accounting course and must have experience using Microsoft Excel.
Required Software
Bank Management, 8th Edition, Timothy W. Koch and S. Scott MacDonald  Other courses using this textbook are: Managing Funding, Liquidity and CapitalManaging Interest Rate RiskManaging the Bank’s Investment Portfolio 
Audience:  This course is designed for junior-level bank officers up through CEOs who need the analytical tools to analyze their bank’s performance.
Learning Objectives:  After successfully completing this program, participants 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
Students who complete this course along with four other courses, may obtain the Bank Financial Management Diploma.
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008