Orbit36 Trainings

Do you have the necessary expert knowledge?
Enhance your skills with our tailored trainings.

Available online and in person, individual or Group training.

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Board of Directors Training

Board members of a bank need to effectively supervise the management. Enhance your skills with our tailored board member trainings.

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

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Our 4 Modules

    • 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. 
    • 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.
    • 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.
    • 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 
  • 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
  • Improve your understanding of the mechanics, risks and dependencies of a bank’s business model

Deep Dives

  • 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

  • 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

Our expert trainers

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Robin Dutt

Former Head of Group
Strategic Planning, UBS

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Dr. Andreas Ita

Former Head of Group
Economic Performance and
Capital Optimization, UBS

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Claude F. Moser

Former Group Treasurer and Member of the Board of Directors Risk Committee, UBS

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Diana Wolf-Dolgner

CEO Market & Beyond Consulting

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