Understanding Bank Performance Virtual Program


Providing a Strong Foundation for the Next Generation of Bankers

Learn how to assess and analyze a bank’s financial performance by working with data from real institutions. Using financial statements from one sample financial institution along with statements from your own bank, you will become familiar with the ins and outs of balance sheets and income statements and learn how to apply key performance metrics to the data presented in these documents.

Class Dates

July 6: Fundamentals of Financial Statements Part 1
July 7: Fundamentals of Financial Statements Part 2
July 13: Credit Metrics & Credit Quality
July 14: Funding & Liquidity
July 20: Capital & Bank Investments
July 21: Risk & Return
July 27: Capstone Overview
July 28: Proforma Capstone
All classes will be held virtually from 9:00-11:00 am MT.


Program Cost

$1,000 for UBA Members


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.


Participants are required to complete pre-work/homework assignments prior to each session. This prepares students to best understand the topics, challenges them to be proactive in their learning, and to seek out the advice of key individuals within their own institution when needed.