Bank Director Training - Directing from a Strategic and Tactical Perspective


Instructor: David L Osburn
Product ID: 704759
Training Level: Intermediate

  • Duration: 60 Min
This training program will review the three keys to success for any bank: marketing, financing, and management. The webinar will also include how to correctly interpret the bank’s financial statements including analyzing key numbers and ratios. Additionally, attendees will be exposed to how a bank’s overall success is measured including the CAMELS rating, Baurer Financial Rating, and Texas Ratio. Furthermore, various bank HR issues and the risk of cyber security threats will be outlined.
Last Recorded Date: Sep-2016


1 Person Unlimited viewing for 6 month info Recorded Link and Ref. material will be available in My CO Section
(For multiple locations contact Customer Care)

Downloadable file is for usage in one location only. info Downloadable link along with the materials will be emailed within 2 business days
(For multiple locations contact Customer Care)



Customer Care

Fax: +1-650-362-2367

Email: [email protected]

Read Frequently Asked Questions


Why Should You Attend:

In today’s competitive banking environment, it is crucial that bank directors have both a strategic and tactical perspective in directing the bank. Attend this proactive webinar and learn the three keys to success for any bank - marketing, financing, and management.

Attendees will review how to correctly interpret the bank’s financial statements, analyze key numbers including net interest margins, calculate the ratios (including capital requirements), determine the Allowance for Loan and Lease Losses (ALLL) (including the Current Expected Credit Loss (CECL), review the Uniform Bank Performance Report (UBPR), and apply these concepts in negotiating with both the bank’s management and regulators.

Additionally, the program will explore ways to rate the overall success of the bank using the CAMELS rating, Bauer Financial Rating, and the Texas Ratio.

Attendees will also be provided with tools and techniques in working with the bank’s management covering various HR issues that tie into labor/contract law including sexual harassment and the Family and Medical Leave Act (FMLA). The webinar will also emphasize the importance of providing on-going training for the loan, audit, and ALCO committee members and the risk of cyber security threats.

Areas Covered in the Webinar:

  • Explore “directing” the bank from both a strategic and tactical perspective and the three keys to success - marketing, financing, and management
  • Review the basics of interpreting the bank’s financial condition including the financial statements, key numbers, and ratios
  • Discuss negotiating with management and the regulators
  • Learn ways to rate the success of the bank including the CAMELS rating, Bauer Financial Rating, and the Texas Ratio
  • Analyze various HR issues that impact the bank
  • Provide training to loan, audit, and ALCO committee members
  • Cover cyber security threats, including third-party vendors

Who Will Benefit:

  • Bank Directors
  • Compliance Managers and Officers
  • Risk Managers and Officers
  • Controllers
  • Presidents / Vice Presidents
  • Managers / Supervisors
  • Sales Representatives
  • Marketing Personnel
  • Retail Businesses Owners
  • Maintenance and Security Employees
  • Stock Room Personnel
  • Business Vendors
Instructor Profile:
David L Osburn

David L Osburn
Owner, Osburn and Associates, LLC

David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, seminars and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues.

Mr. Osburn’s contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors. His extensive professional background of over 30 years includes 16 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer. His banking credentials include loan underwriting, loan work-out, management, and business development.

He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at Regis University and the College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School at the University of Oklahoma. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).

Follow us :



Refund Policy

Our refund policy is governed by individual products and services refund policy mentioned against each of offerings. However in absence of specific refund policy of an offering below refund policy will be effective.
Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange. Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time. On-Demand Recording purchases will not be refunded as it is available for immediate streaming. However if you are not able to view the webinar or you have any concern about the content of the webinar please contact us at below email or by call mentioning your feedback for resolution of the matter. We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email [email protected] call +1-888-717-2436 (Toll Free).




6201 America Center Drive Suite 240, San Jose, CA 95002, USA

Follow Us

facebook twitter linkedin youtube


Copyright © 2023 MetricStream
Our Policies: Terms of use | Privacy

PAYMENT METHOD: 100% Secure Transaction

payment method