Courses for Financial Institutions

Education is at the cornerstone of all that we do, beginning with Performance Trust University® (“PTU”). PTU is an educational experience that offers a suite of strategic planning and balance sheet management programs for community financial intuitions. Beyond our courses, we constantly challenge ourselves to equip you and your team for future success.

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. 

Earning Your Independence

Earning Your Independence® is a one-and-half day executive-level educational experience focused on sustainably building the bottom line of your institution. This program builds from a foundation of what executives must get right to survive in today’s world, to institutional strategy, a methodology to compare the risk and reward of balance sheet decisions and their effect on the future value of your institution or share price, and current market opportunities.

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 of new content to provide real-time insights and strategies that can make an impact on your institution’s success.

Executive Strategy Experience

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 long-term success of your institution.