Four Part Series – Monday, October 25, Monday, November 1, Monday, November 8 & Monday, November 15, 2010

Developing an understanding of the basic drivers of financial institution performance is crucial to reviewing performance and diagnosing problems. It is also crucial to developing effective financial goals and capital plans. This four 100 minute session course uses call report data and a case study to review trends in financial performance relative to peers. From there participants are placed in a goal setting environment where long-term strategic goals are developed as well as annual targets along the way to achieving financial goals.

These four 100 minute session courses uses call report data and a case study to review trends in financial performance relative to peers.

• Balance sheets and income statements- financial performance building blocks
• Why ROE is an important measure to both stock and mutual organizations
• Relationship between ROE, ROA and capital/assets
• Major ROA components, net interest margin, non-interest margin, and non-operating margin
• Drivers of net interest margin – pricing, yields, costs, and asset allocation
• Development of a balanced set of strategic financial goals
• Development of annual plans that lead in the direction of financial goals
  
  *Note: An Excel based capital planning model will be provided to participants.

FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

• Level: Basic
• Prerequisites: None
• Advance preparation: None
• Instructional Method: Live-Group
• Length: 100 Minutes
• CPE Info: 8 Credits in performance management

For more information regarding administrative policies such as complaints or refunds, call 800-ASK-4FMS (800-275-4367).

Anyone responsible or interested in evaluating financial performance and goal setting at a community financial institution would benefit from this program, including:

• CEOs
• CFOs
• Controllers
• Treasurers

A widely known banking industry lecturer and consultant, Tom proactively pursued the development of the Financial Managers School and serves as its Program Coordinator. Tom is a frequent industry speaker and can be heard at a number of regional programs sponsored by a variety of trade associations. He is the author of three separate books on financial institution asset/liability management, as well as a popular asset/liability newsletter.