Building Better Bankers
In Partnership with the Washington Bankers Association
Great bankers understand how their daily work drives bank performance. That’s precisely what you’ll learn in the Understanding Bank Performance Series, an 8-part virtual program that equips bankers at all levels with tools to better understand their institution’s financial health and make smarter decisions every day.
- Learn to interpret balance sheets and income statements
- Assess risk, liquidity, and capital strategies
- Use real data to drive real improvement
Class Dates
January 8: Fundamentals of Financial Statements Part 1
January 9: Fundamentals of Financial Statements Part 2
January 15: Credit Metrics & Credit Quality
January 16: Funding & Liquidity
January 22: Capital & Bank Investments
January 23: Risk & Return
January 29: Capstone Overview
January 30: Proforma Capstone
All classes will be held virtually from 9:00-11:00 am MT. The 8-part Understanding Bank Performance Series is offered LIVE and will remain available OnDemand through March 27, 2026. Perfect for catching up on any missed sessions!
FULL CURRICULUM
Program Cost
$1,000 for UBA Members
REGISTER
Meet Your Instructor
Duncan Taylor is the SVP/Chief Operating Officer for the Washington Bankers Association and serves as President of WBA Professional Services, Inc. He is a seasoned association management professional and is also an experienced small business and not-for-profit technology consultant. He’s a third-generation “accidental banker”, as both his mother and grandmother had careers at Washington Mutual. Duncan’s consulting background gives him a unique perspective in understanding and connecting the actions of an institution with the effects and impact it has on customers and stakeholders. He’s also a bank data “nerd” and will happily discuss the ins and outs of your Call Report. Duncan has a breadth of teaching experience, ranging from financial literacy education to capital budget details for Washington State school construction – his specialty is breaking down complex topics into digestible chunks. Duncan is a graduate of Pacific Coast Banking School, holds an ABA Bank Operations Diploma, and is also an alumnus of Highline College’s Political Science program, Western Governor’s University Business Administration and IT Management program, and the Society for Nonprofits Leadership and Management program at Michigan State University.