Executive Development Program
A 12-session program designed to motivate and accelerate the development of Northwest Banking Industry Leaders
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Who Should Attend?
This program is designed for bankers who are self-starters and want to proactively direct their own careers. Group study exercises and activities promote a team learning environment where the focus is more than just on the individual but on the ‘we’ as a team, where everyone works together to achieve a common goal. This executive level program appeals to critical thinkers who want to challenge their understanding of the banking industry and who are eager to learn and share their newly discovered knowledge in better serving their organizations. |
Program Curriculum
January
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THE BIG PICTURE AND BANK EVOLUTION
Tuesday, January 7, 2020, 11:30am - 4pm This class will introduce and examine the evolution and importance of the banking system and the attendees’ place in it. We will discuss the historical aspects of the banking and financial system and explore the root causes of the financial crisis, its effect on the industry, and lessons to take into the future. Session Objectives
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LEADERSHIP AND MANAGEMENT
Wednesday, January 8, 2020, 9am - 4pm Effective leaders commit to being lifelong learners. In these times of rapid change, leaders are continuously required to expand their ability to lead their teams into an unpredictable future. This training day will be packed with opportunities for individual reflection, small group and large group learning, and practice with real time challenges. You will examine your leadership in five key competencies that leaders must possess in today’s world. In addition to these skills, intellectual agility, innovative action, productive engagement, vital fulfillment and integrated ideals are needed for future leadership success. Session Objectives
Henley Leadership Group |
February
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UNDERSTANDING BANK FINANCIAL STATEMENTS
Tuesday, February 4, 2020, 9am - 4pm This session will focus on calculating and interpreting key banking ratios so that a comparison with the Uniform Bank Performance Report can be performed to determine how your financial institution compares to your peer group of banks. We will accomplish this by starting with an understanding of the items on the balance sheet and income statement and how each account relates to the other. We will then progress to calculating and interpreting earnings and performance ratios that bank management should monitor to ensure a safe, sound, and high performing bank. We will end the presentation by focusing on the CAMELS rating system and other key risk areas. |
Session Objectives
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March
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THE FUNDAMENTALS OF FINTECH
Tuesday, March 10, 2020, 9am - 4pm In this session, participants will conduct an in-depth review of incentive programs, performance scorecards, recognition and reward programs, and the importance of the link among them. Together participants will build an incentive program, performance scorecards, and recognition and reward programs that inspire employees to achieve results beyond the norm. Attendees will also discuss setting sales goals and the impact they have on results. |
Session Objectives
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April
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BANK PROFITABILITY
Tuesday, April 14, 2020, 9am - 4pm Unlike the manufacturing and retail industries, financial institutions rely largely on the assets and liabilities on their balance sheets to generate income. This session will examine how banks make money, the capital required versus the risks inherent in the balance sheet, and an overview of how bank profitability is performed. The day begins with an overview of the industry, and drills down into organizational, product, and customer profitability details, with a discussion on how profitability is utilized in strategic decision making. |
Session Objectives
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May
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ASSET LIABILITY MANAGEMENT
Tuesday, May 12, 2020, 9am - 4pm Bank managers and leaders need to understand the relationship among financial goal setting, budgeting and planning, and the ALCO and balance sheet management process. Externally, bank regulators, shareholders, stock analysts, and the SEC all expect that bank management have an effective plan and process in place to reach financial goals while managing the relationship between various forms of risk and return. The focus of this session is to introduce and apply various tools and techniques in developing an effective ALCO process. |
Session Objectives
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June
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CREDIT AND RISK REVIEW
Tuesday, June 9, 2020, 9am - 4pm In today’s economic environment, managing the commercial and consumer loan portfolio is paramount in order to maintain a safe and sound financial institution. The class begins with a discussion of those macroeconomic, industry, business, and management factors that must be considered as part of credit and risk assessment. This is followed by an examination of the bank’s loan management functions, including: identification of potential problem loans, management oversight of the loan portfolio, and the bank’s corrective action plans when problems are identified. |
Session Objectives
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July
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LEGISLATION AND POLITICS
Tuesday, July 14, 2020, 9am - 4pm Note: This session will be held in Salem, Oregon’s capital city. This class is designed to broaden participants’ understanding of the complexities of the legislative process in Oregon. More specifically, we will discuss legislation and its impact on the banking industry. We will review the differences between various banking organizations, their purpose, and key legislative and political challenges facing the industry. |
Session Objectives
Kevin Christiansen, Government Affairs Director, Oregon Bankers Association |
August
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AUDIT AND COMPLIANCE
Tuesday, August 11, 2020, 9am - 4pm The U.S. government must ensure that all financial institutions are operating in a safe and sound manner. Banking leaders must learn how to maximize their profits, yet stay within a framework provided by certain regulatory oversight groups. Find out who these oversight agencies are, how they measure your bank’s overall health, and how they audit your bank. As a future leader of a bank, you will need to understand what the consequences may be if your bank is unable to comply with the standards set by your oversight agency. |
Session Objectives
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September
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COMMUNICATION AND INFLUENCING OTHERS
Tuesday, September 15, 2020, 9am - 4pm In this session, participants will learn about their communication strengths and blind spots and how to recognize those of others. It will cover how to adjust one's style to be compatible with those they work with and how to inspire colleagues to work toward continuous improvement. Participants will learn how emotions and stress impact moods and communication. Finally, this session will teach coaching techniques and communication practices to use both in person and through email. |
Session Objectives
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October
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NEGOTIATIONS AND CONFLICT RESOLUTION
Tuesday, October 20, 2020, 9am - 4pm As bank executives struggle to navigate a financial services industry in the throes of constant change, their negotiating and conflict management skills are being challenged as never before. Whether it’s bargaining with customers over rates or structure, supporting credits through the approval process, dealing with staff performance problems, sorting out compliance issues with regulators, or simply managing everyday differences with colleagues, today’s relentlessly dynamic banking industry demands nothing less than best-in-class negotiating and conflict resolution skills. |
Session Objectives
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November
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CREDIBILITY AND ETHICS
Tuesday, November 17, 2020, 9am - 4pm Banking is one of the most competitive professions on the planet. The banking industry has seen numerous examples of what happens when professionals violate the rules of integrity and ethics in order to satisfy the demands of a competitive environment. This class is designed to help participants understand the principles of ethics and engage in experiential learning activities to measure how they would deal with ethical issues via case studies and hypothetical exercises. |
Session Objectives
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*Please note that course dates and instructors may be subject to change.
