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Performance Trust Varied
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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.


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.

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Upcoming Courses

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Detroit, MI

May

5-6

Earning Your
Independence™
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Chicago, IL

Jul

29-31

Principles of
Performance™
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Half Moon Bay, CA

Sep

10-11

Earning Your
Independence™
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Austin, TX

Sep-Oct

29-1

Principles of
Performance™

The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners ("Performance Trust") may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information. Performance Trust is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.

The testimonials herein may not be representative of the experience of other clients. The testimonials are no guarantee of future performance or success. These are not paid testimonials. We maintain all of our endorsers may have limited applicability of experience to what clients may generally expect to achieve. Performance results described by any endorser are non-audited and should not be considered representative of what clients will generally achieve with the advertised product/service in actual, albeit variable, conditions of use.

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