ComplianceOnline

Bank Director Training - Directing from a Strategic and Tactical Perspective

Instructor: David L Osburn
Product ID: 704759
Training Level: Intermediate
  • Duration: 60 Min

recorded version

$249.00
1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section

Training CD

$399.00
One CD is for usage in one location only.
(For multiple locations contact Customer Care)
CD and Ref. material will be shipped within 15 business days

Customer Care

Fax: +1-650-963-2556

Email: customercare@complianceonline.com

Read Frequently Asked Questions

This training program will review the three keys to success for any bank: marketing, financing, and management. The webinar will also include how to correctly interpret the bank’s financial statements including analyzing key numbers and ratios. Additionally, attendees will be exposed to how a bank’s overall success is measured including the CAMELS rating, Baurer Financial Rating, and Texas Ratio. Furthermore, various bank HR issues and the risk of cyber security threats will be outlined.

"Bank Director Training - Directing from a Strategic and Tactical Perspective" - This course is approved by NASBA (National Association of State Boards of Accountancy). Attendees of Live Webinar are eligible for 1.2 CPE credit up on full completion of the course.

Why Should You Attend:

In today’s competitive banking environment, it is crucial that bank directors have both a strategic and tactical perspective in directing the bank. Attend this proactive webinar and learn the three keys to success for any bank - marketing, financing, and management.

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Attendees will review how to correctly interpret the bank’s financial statements, analyze key numbers including net interest margins, calculate the ratios (including capital requirements), determine the Allowance for Loan and Lease Losses (ALLL) (including the Current Expected Credit Loss (CECL), review the Uniform Bank Performance Report (UBPR), and apply these concepts in negotiating with both the bank’s management and regulators.

Additionally, the program will explore ways to rate the overall success of the bank using the CAMELS rating, Bauer Financial Rating, and the Texas Ratio.

Attendees will also be provided with tools and techniques in working with the bank’s management covering various HR issues that tie into labor/contract law including sexual harassment and the Family and Medical Leave Act (FMLA). The webinar will also emphasize the importance of providing on-going training for the loan, audit, and ALCO committee members and the risk of cyber security threats.

Areas Covered in the Webinar:

  • Explore “directing” the bank from both a strategic and tactical perspective and the three keys to success - marketing, financing, and management
  • Review the basics of interpreting the bank’s financial condition including the financial statements, key numbers, and ratios
  • Discuss negotiating with management and the regulators
  • Learn ways to rate the success of the bank including the CAMELS rating, Bauer Financial Rating, and the Texas Ratio
  • Analyze various HR issues that impact the bank
  • Provide training to loan, audit, and ALCO committee members
  • Cover cyber security threats, including third-party vendors

Who Will Benefit:

  • Bank Directors
  • Compliance Managers and Officers
  • Risk Managers and Officers
  • Controllers
  • Presidents / Vice Presidents
  • Managers / Supervisors
  • Sales Representatives
  • Marketing Personnel
  • Retail Businesses Owners
  • Maintenance and Security Employees
  • Stock Room Personnel
  • Business Vendors

Instructor Profile:

David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues.

Mr. Osburn’s contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors. His extensive professional background of over 30 years includes 16 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer. His banking credentials include loan underwriting, loan work-out, management, and business development.

He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at Regis University and the College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School at the University of Oklahoma. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).

We are registered with and adhere to the Statement on Standards for Continuing Professional Education programs of the National Registry of CPE Sponsors. Our registration number is 109066. Please check with the governing body of your license and state for specific CPE requirements. Grievances may be forwarded to the company at 650 620 3961. Grievances may also be forwarded to the National Registry of CPE Sponsors-NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, 615-880-4200, www.learningmarket.org, e-mail cpe@nasba.org.


Field of Study Minutes CPE
Business Management & Organization 60 1.2
Total Duration - 60 Min Total Credits - 1.2

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