Board of Directors Training
Board members of a bank need to effectively supervise the management. Enhance your skills with our tailored board member trainings.
Brochure
Your benefits:
- Addresses the increased responsibilities and skills expected from individual board members
- Helps to challenge and supervise the management of a bank
- Improves your understanding of the mechanics, risks and dependencies of a bank’s business model
- Fosters effective discussions with regulators
- Tailored to the specific needs of board members. Available online and in person, individual or group training
“The training is highly valuable for board members to foster a balanced discussion between the board and management.”
Andreas Amschwand,
Vice President of the Board of Directors of Saxo Bank (Schweiz) AG
Our 4 Modules
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- Reveals structural risks in a bank’s balance sheet. Explains the role of capital structure and Basel III regulation.
- Covers interest rate risk, funding and liquidity risk resulting from the maturity mismatch between loans and deposits.
- Explains the Liquidity Coverage Ratio and Net Stable Funding Ratio requirements under the Basel III framework.
- Summarizes the complex interplay between client trust, sufficient capital, liquidity and stable funding.
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- Explains how a bank manages its assets and liabilities.
- Shows the most relevant balance sheet positions and how banks fund their assets through the issuance of liabilities.
- Describes the role of the Treasury function as bank internal intermediary and how to manage interest rate and FX risks.
- Shows the mechanics of a capital and funding plan.
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- Explains the key drivers of income and expenses and their link to financial resources.
- Shows how to effectively steer a bank through performance dialogue, KPI Framework and financial analysis.
- Covers integrated strategic business planning and financial resources optimization.
- Introduces value-based management concepts, capital allocation and their link to shareholder value creation.
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- Shows the impact of changes in the economic and social environment on the markets and customer needs.
- Provides to think proactively about the future - even outside of one's own field of business.
- Helps to think in alternatives and to remain confident even in uncertain times.
- How will markets, industries and customer needs develop?
Individual Trainings
Board of Directors Members Trainings
- Helps board members to better understand the mechanics, risks and dependencies of a bank’s business model
- Challenge and supervise the management of a bank
- Supports board members in their discussions with regulators
- Better understand and challenge model risks and assumptions
- Addresses the increased responsibilities and skills expected from individual board members
Executive Management Trainings
- Helps executives and management to better understand the mechanics, risks and dependencies of a bank’s business model
- Designed to train management in Risk and Finance functions to get a comprehensive integrated view on Risks, Capital, Liquidity, Funding and Treasury Management
- Supports management to successfully steer a company in a VUCA (Volatility, Uncertainty, Complexity, Ambiguity) environment and considering increasing regulatory requirements
Price
Single module online training for one person, 1.5 h
CHF 700
Modules 1 + 2 online training for one person, 3 h
CHF 1,250
Onsite training of modules 1-4 for Board Members and Executive Management
Group Seminars
Specials
- The seminars provide background information and analysis about special events that impacted banks in recent history
- Participants learn about root causes and how the event impacts bank's daily business
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Upon request, special topics can be raised and will individually be prepared by Orbit36
Banking Fundamentals
- The seminars offer participants a broad understanding of finance, treasury and risk management topics
- Shows based on examples how to effectively manage the performance of a bank
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Improve your understanding of the mechanics, risks and dependencies of a bank’s business model
Deep Dives
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The seminars enable banking professionals in finance, risk and treasury to gain a profound understanding in asset and liability management, liquidity & funding, interest rate risk, financial planning & analysis and economic value add concepts
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Enhance your expertise and learn about state-of-the art finance, treasury and risk management methods
Target Group
- Our Group Seminars are specifically designed to address the needs of professionals in the financial services industry
- Focus is on management and employees in Finance, Treasury and Risk functions, who want to get a highly efficient and effective training in their area
- The seminars offer both, seasoned professionals as well as junior careers, a broad range of topics
About the seminar:
- A critical analysis of the incident – how could this happen?
- Gain insights on risk and capital management across entities and locations
- Explains synthetic financing and the complex structure involving total return swaps
- Understand crucial gaps in international banking regulation
About the seminar:
- How does a bank funds its assets? What does a bank do with its excess liquidity?
- Which risks arise from the balance sheet?
- Explains the capital structure of a bank. What is the purpose of a Treasury function?
- What are the changes in capital regulation over the past years with Basel III?
About the seminar:
- Explains key risk components: Credit, Market and Operational Risk
- How to use stress tests in a crisis situation
- Understand the link to capital management
- What are model risks?
About the seminar:
- Components of integrated performance management and successful corporate steering including KPI framework
- Explains the link between strategy, budgeting, forecasting, investment decisions, compensation, performance monitoring and internal/external communication
About the seminar:
- What are the trends and developments for a Finance function?
- What are the success factors for strong performance management?
- How does digitalization help?
About the seminar:
- Introduces EP as value-based management concept, capital allocation and their link to shareholder value creation
- Explains key drivers of income and expenses and their link to financial resources
- Shows how to effectively steer a bank
About the seminar:
- Shows how banks make money by raising short-term deposits to fund long-term loans
- Discusses the risks created by the maturity mismatch between assets and liabilities
- Shows why it is important for banks to hold sufficiently large liquidity reserves
- Explains the Basel III Liquidity Coverage Ratio (LCR) and Net Stable Funding Ratio (NSFR)
- What are the costs of the HQLA portfolio and how should it be allocated to steer the business
About the seminar:
- Shows how interest rate risk is measured and managed
- Explains the key difference between the earnings perspective and the economic value perspective
- Discusses the use and construction of replication portfolios for Non-Maturity Deposits
- Explores the use of Swaps to immunize the balance sheet against interest rate changes
- Makes the (70!) future topics and megatrends that will determine us and our customers in the coming decade transparent
- How we can use (post-corona) scenarios to validate our own future assumptions - as well as opportunities and risks
- Shows methods and tools for actively shaping the future and thinking about alternatives
Price
Individual | Min. 6 Attendees, online, 1.5 h
CHF 180 p.P.
Corporates | Onsite, Max. 20 Attendees, 2 h
CHF 2,500
All Seminars and Modules include
- Training material
- Participants get a certificate for each seminar/module attended
- The modules and seminars are held by experienced trainers who gained their expertise as practitioners in senior management roles
- Please contact us for further information
