Performance Metrics: Measuring Bank Management's Effectiveness

Instructor: David L Osburn
Product ID: 704832
Training Level: Intermediate
  • Duration: 60 Min
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This training session will discuss how to measure the effectiveness of bank management from a technical and employee perspective. The webinar will also cover department policies and procedures, increasing customer satisfaction, and improving employee morale. Additionally, the webinar will review individual and team evaluations and measuring bank financial performance. The webinar concepts will be illustrated through case studies.

"Performance Metrics: Measuring Bank Management's Effectiveness" - 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:

What models or methods do you use to determine the effectiveness of a bank’s management? How do you really improve a bank’s productivity and financial performance?

This proactive webinar will demonstrate how to measure and develop a bank’s diverse required performance areas (from technical expertise to employee evaluations). The session will cover improving individual areas of technical expertise, refining department policies and procedures, increasing customer satisfaction, improving employee morale, performing effective individual and team evaluations, and ultimately improving the bank’s financial performance. Each of these areas will be graded using a scale or metric that measures effective performance. The performance areas will be illustrated through metric-based case studies.

Areas Covered in the Webinar:

  • Measuring the bank’s performance through effective models and methods
  • Improving the technical expertise of the bank employees
  • Reviewing bank department policies and procedures
  • Charting customer satisfaction through the use of surveys and silent shoppers
  • Improving bank employee morale
  • Reviewing individual and team evaluations
  • Measuring bank financial performance
  • Illustrating enhanced bank performance through case studies

Who Will Benefit:

  • Business Owners
  • Senior Bank Management
  • Department Managers
  • Branch Managers
  • 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,, e-mail

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

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