Virtual banking conference


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.

Evolving Education

As the industry continues to shift, one thing is certain, education will continue to be core to navigating through the ever-changing challenges financial institutions face. Our commitment remains focused on delivering high-quality educational programs to help ensure your institution is armed with the right tools to make better decisions so that you can achieve long-term success and continue delivering value to your community

This year, we are offering both in-person and virtual programs to provide flexibility so you can continue Your Path of Great Performance™.

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.

Virtual banking conference

Principles of Performance™

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

Virtual banking conference

The Advanced Course®

The Advanced Course is an exclusive program created for our clients focusing on timely opportunities and industry challenges to continue their education.

Virtual banking conference

Executive Strategy Sessions

Our executive strategy session, Your Path to Independence, is a custom session created for executive-level decision-makers and board members.
a group of people sitting at a table