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PERFORMANCE TRUST
UNIVERSITY

Education is the cornerstone of all we do. Performance Trust University® is an educational experience that offers a suite of strategic planning and balance sheet management programs for community financial institutions.

Adapting to the Times

The health and safety of our attendees is of the utmost importance. We have taken our regular courses and adapted the curriculum to create virtual programs that focus on providing you with better tools and insights to help you evaluate your entire balance sheet.

The long-term effects of PPP, withstanding a low-rate environment and maintaining the well-being of your community are likely top-of-mind. Our goal is to arm you with the tools and strategies to ensure your institution survives the current recession and thrives in the years to come.

Earning Your Independence™

Earning Your Independence is a one-and-a-half day executive-level educational experience focused on sustainably building the bottom line of your institution. The program establishes a foundation of what you must get right to survive in today's world. It builds on that by covering institutional strategy, a methodology to compare the risk and reward of balance sheet decisions, and the effect of those decisions on your institution.

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Principles of Performance™

Principles of Performance is an immersive three-day educational experience that teaches the core principles of managing asset and liability decisions across the entire balance sheet.

For over 25 years, Performance Trust has been a leader in educating regulators as well as CEOs, CFOs, treasurers, and investment portfolio managers on how to quantify risk and reward using fundamental math principles and sound logic. This year, we unveiled a refreshed curriculum to better serve you and your team.

This course teaches the fundamentals through the lens of fixed income and extends to more complex assets and liabilities across the entire balance sheet. The course builds from critiquing traditional measurements of interest rate, option, and credit risk, to applying sector-based findings to investment portfolio management, asset liability management, and enterprise risk management.

The Advanced Course®

The Advanced Course is an exclusive educational experience created for our clients. This three-day invitation-only course focuses on timely opportunities and industry 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.

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Executive Strategy Sessions: Your Path to Independence™ cover

Executive Strategy Sessions:
Your Path to Independence

Our Executive Strategy Session, Your Path to Independence, is an in-office experience created for executive-level decision-makers and board members. Beginning with your strategic plan, budget, and outlook, a team of Performance Trust banking experts across several disciplines come together to deliver a high-quality evaluation of your institution's current position and actionable advice to help achieve your strategic goals. Upon conclusion of an executive strategy session, your management team will be aligned on the practical next steps for the potential long-term success of your institution.