Curriculum
This one-week school includes practical, hands-on labs that will allow you to work with learned concepts in real-world situations. This applied learning is a key benefit of participating and will provide skills and tools you can put to use immediately at your bank. The program’s curriculum features two core areas of study – the business of banking and effective strategic marketing management. Courses will cover topics in key areas such as these:
Business of Banking Curriculum
- Introduction to the Business of Banking Learn how the bank grows your local economy. By understanding the major components of a bank’s balance sheet, income statement and key performance ratios, attendees will be better prepared for strategic decision-making at the bank.
- Risk Management This session also outlines the concept of enterprise risk management addressing how Sales & Marketing can play an integral role in overall risk management. Attendees will discuss and be able to measure effects of the Federal Reserve’s Risk Assessment Factors: credit risk, market risk, liquidity risk, operational/legal risk, and regulatory/reputation risk.
- Bank Profitability Analysis Learning how to quickly obtain and use public data, attendees will come away with a clear understanding of the main components that affect bank profitability and how to measure performance. You’ll explore management’s focus on certain ratios and their effect on Sales & Marketing.
- Competitor Analysis Attendees will learn how to look up a competitor, create a custom peer group for comparison, and review individual branch performance.
Strategic Marketing Curriculum
- Strategic Marketing Planning – process, research, segmentation, customer profiling
- Brand Management
- Data Management and Research
- Marketing Metrics & Goal Setting
- Relationship Building Skills
- Marketing Budgeting and ROI
- Content and Digital Marketing
- Customer Acquisition StrategiesÂ
- Culture and Employee EngagementÂ
- Customer Experience Management
Application Sessions
- The Strategic Marketing School will offer opportunities to apply learned concepts to the student’s bank
- Group discussions give student’s additional opportunities for networking and exchanging ideas
- With a strong lineup of highly rated instructors, individual opportunities for interaction with faculty will be available to aid students in developing strategic marketing goals.Â