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 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

Our modules – your choice

1
Structural Risks of the Banking Business
    • 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 the Net Stable Funding Ratio requirements under Basel III framework.
    • Summarizes the complex interplay between client trust, sufficient capital, liquidity and stable funding.
2
Balance Sheet Management
    • 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.
3
Financial Management
    • 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.
4
Strategy and Future Management
    • 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.
    • Makes transparent how markets, industries and (customer) needs will develop.

Individual

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

upon request

Group

Customized onsite board members training

upon request

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