a woman sitting at a table using a laptop computer


Your Community Needs You. 
Will You Be There?

For over 25 years, Performance Trust has been a leader in educating CEOs, CFOs, Treasurers, and Investment Portfolio Managers on how to quantify risk and reward decisions using fundamental math principles and sound logic. We've empowered community financial institutions with a methodology that helps them to think more critically and make better, more confident decisions. As the trusted partner for community financial institutions that demand powerful insights, great strategies, and best-in-class implementation, we work collaboratively with intellectually curious banks and credit unions to apply time-tested principles and a disciplined decision-making process.

Our flagship program Principles of Performance is an immersive three-day educational experience that teaches the fundamentals through the lens of fixed income and extends to more complex assets and liabilities across the entire balance sheet. This course builds from evaluating 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.

After completing the course, you will understand how:

  1. Simplify decision making by cutting out the noise and focusing on the data

  2. Learn how to make decisions by employing full, relevant information

  3. Make more confident decisions by evaluating true risk vs. reward

a view of a city

Upcoming Courses

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.