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Exclusive Education

The Advanced Course® is an educational experience created exclusively for our clients. This three-day invitation-only course is a gathering of the community and builds on the principles learned in Principles of Performance and Earning Your Independence, applying them to current trends and challenges. Each year, our Performance Trust University instructors develop three days' worth of new content to provide real-time insights and strategies that can make an impact on your institution's success.

This course will include main stage sessions covering key takeaways, breakout sessions that dive deeper into specific topics, and ongoing networking opportunities. The agenda will focus on your entire balance sheet¬≠¬≠—going beyond the basics to cover everything from capital planning to strategic asset and liability decisions.

We will arm you with the proper tools and insights to help your community succeed. Circumstances change. Principles never change. Performance always matters.

What will you gain from this three-day course? 

  1. Deepens your trust in the principles
  2. Provides a deeper understanding of the methodologies
  3. Allows you to further invest in education for your institution

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Performance Trust University

Performance Trust University® is a multi-pronged educational experience that offers a suite of strategic planning and balance sheet management programs for community financial institutions. Our commitment remains focused on delivering high-quality educational programs to help ensure your institution is armed with the right tools to make more confident decisions so that you can achieve long-term success and continue delivering value to your community.