Understanding Bank Performance
Virtual Series in Partnership with Washington Banker's Association
Event Details
Understanding Bank Performance is a foundational program designed to demystify the financial drivers of a banking institution. Participants move from understanding individual transactions to analyzing the bank’s overall financial health and strategic position.
Build Practical Financial Fluency
Read the Financial Story
Connect the balance sheet and income statement while mastering key performance measures such as NIM, ROA, and ROE.
Balance Risk and Reward
Evaluate the relationship between liquidity, capital adequacy, profitability, and risk in a changing rate environment.
Connect Decisions to Results
Understand how daily operating choices, funding strategies, and loan pricing affect the bottom line and shareholder value.
What You’ll Learn
- The big picture: See how the balance sheet and income statement interact to shape overall performance.
- Peer comparison: Use Uniform Bank Performance Reports to benchmark an institution against its competitors.
- Regulatory context: Examine how capital requirements and oversight influence a bank’s ability to grow and take risk.
- Performance diagnosis: Identify strengths and weaknesses and recommend strategic adjustments that may improve results.
Session Schedule
Who Should Attend
This program is designed for banking professionals who want to understand how their work contributes to the institution’s long-term financial success. It is especially useful for emerging leaders, lenders, analysts, operations professionals, and anyone preparing for broader management responsibility.
Meet the Instructor
Duncan Taylor
Duncan Taylor is President and CEO of the Washington Bankers Association and President of WBA Professional Services, Inc. A seasoned association management professional, experienced technology consultant, and third-generation “accidental banker,” Duncan brings a unique perspective to understanding how an institution’s decisions affect its customers and stakeholders.
A self-described bank data enthusiast, Duncan enjoys helping bankers understand the details behind Call Reports and institutional performance. His teaching experience spans financial literacy, banking operations, technology, and capital budgeting, with a particular talent for breaking complex subjects into practical, easy-to-understand concepts.
Duncan is a graduate of Pacific Coast Banking School and holds an ABA Bank Operations Diploma. He also completed programs in political science at Highline College, business administration and IT management at Western Governors University, and nonprofit leadership and management at Michigan State University.
Strengthen Your Bank Performance IQ
Program fee: $1,000 per registrant. Register for the October 2026 virtual series through WBA’s Bankers Content platform.
Register for the Series View the Program BrochureRegistration may be subject to Washington sales tax. Cancellation and substitution terms are provided on the registration page.