July 9, 10, 16, 17, 23, 24, 30, 31 - Understanding Bank Performance - (Virtual) Registration
Participants will learn how to assess and analyze a bank’s financial performance by working with data from real institutions. Using financial statements from one sample financial institution along with statements from their own banks, participants will become familiar with the ins and outs of balance sheets and income statements and learn how to apply key performance metrics to the data presented in these documents. Having learned how to interpret and analyze a bank’s financial statements, participants will gain deeper insight into the factors affecting bank performance. Later sessions in this course will address ways in which performance may be hindered or improved by funding strategies and risk management. Ultimately, participants will be able to review a bank’s financial statements to identify strengths and weaknesses and be able to recommend changes that will lead to improved performance. In the final session of this course, participants will put what they have learned into practice. Participants will analyze a new data set, rate the bank’s performance and suggest strategic adjustments that might benefit the bank.
July 30 - ABA Women Lead Symposium - 1:00 to 4:45 p.m. Registration
1. Level up your leadership — Navigate your leadership and career goals with practical insights you can immediately use. Industry leaders will be your guide to help you lead successfully — and share how they did it.
2. Drive bank growth — Learn new skills to foster a thriving workforce that boosts your bank’s bottom line. Our strategies are applicable to banks of all sizes (community to large banks) and any bank role (entry level to CEO).
3. Build a network of peers — Cultivate a network of peer relationships that you can lean on throughout your career. Our program attracted over 700 bankers from 43 states in 2025, offering opportunities to connect with diverse perspectives.
4. Upskill without the travel — Gain actionable new leadership skills with our cost-effective virtual program that won’t take you away from work and home.
5. Grow the whole team — Consider attending as a team to build cohesiveness in workforce excellence strategy — and save money on registration! Take the lead in your bank and career. Register now for Women Lead Symposium.
October 27 & 28 - 2026 Delaware Trust Conference - The Delaware Trust Conference is an ideal opportunity to network while obtaining continuing education credit for: Trust Professionals, Portfolio Managers, Financial Advisors, Attorneys, CPAs, CTFAs, Wealth & Asset Management Services Executives, Executive Trust Officers, Investment Officers, Investment Managers, and Trust Department Managers.
