Course Introduction

This Strategic Management and Best Practices in Banking training course will enable banks to evaluate their current position in order to make effective strategic plans fit for the future needs of their customers, the economy and business environment. The training course examines the fundamental principles of strategic management which are then applied to the banking sector enabling bankers to make strategic decisions in line with their risk profile and regulatory requirements.

This Oxford Management Centre training course evaluates the various options available for growth by stress testing and various risk management tools. As a result, those attending delegates will be able to contribute to major strategic decisions to ensure sustainability and profitability for the bank.

This training course on Strategic Management and Best Practices in Banking will highlight:

• The current & future business & economic environment facing banks
• The essential elements of a strategic plan in banking
• Asset, liability and risk management
• Strategic product portfolio for a digital age
• Regulatory requirements in banking which influence strategic decisions

Objectives

At the end of this Strategic Management and Best Practices in Banking training course, you will learn to:

• Develop an appropriate strategic plan
• Evaluate strategic options based on risk & return
• Implement & manage strategic decisions
• Suggest and evaluate the bank’s asset & liability portfolio
• Act within regulatory requirements

Training Methodology

This training course will be conducted along workshop principles with formal lectures and interactive worked examples. Relevant cases will be used to illustrate the application of each tool in an operation environment. Each learning point will be re-enforced with practical exercises. The instructor will clearly explain and demonstrate how these techniques are applied using real-life examples.

Organisational Impact

Organisations will gain from:

• Improved awareness of business and economic conditions
• A strategic mindset throughout the organisation
• Improved risk management and strategic evaluation of options facing the bank
• Improved decision making and management skills
• Staff who have increased confidence and understanding

Personal Impact

As a result of attending this training course delegates will:

• Improve their knowledge of the business & economic environment
• Be able to make or contribute effectively to strategic decisions
• Gain enhanced career prospects
• Improve their knowledge of strategic planning which they can apply to their bank
• Be able to analyse and critically evaluate strategic issues

Who Should Attend?

This Oxford Management Centre training course is suitable to a wide range of professionals but will greatly benefit:

• Bank managers & senior professionals seeking a role in strategic management
• Bank professionals seeking to improve their knowledge
• Those responsible for implementing, managing or dealing with change
• Those seeking to enter the sector
• Those with a keen interesting in banking & finance

Course Outline

DAY 1

Strategic Management

• What is strategic management?
• Evaluating the current & future business & economic environment
• Customer analysis & market segmentation
• Vision, mission statement, values, objectives & strategies: The elements of a strategic plan
• Developing a strategic plan to meet future needs

DAY 2

Strategic Management in Banking

• Strategic management in banking
• Evaluating the banks current position
• Evaluating strategic options & growth strategies
• Implementing strategic decisions
• Managing change

DAY 3

Developing a Strategic Product Portfolio

• Asset & liability management
• Aligning the product portfolio with risk and regulations (Basle)
• Developing international accredited banking product and service
• Online & digital banking as new strategies
• Evaluating performance: The balanced scored card approach

DAY 4

Mergers & Acquisitions in the Banking Sector

• What are Mergers & Acquisitions (M & A) and Hostile Takeovers?
• The benefits & problems of Mergers & Acquisitions
• Valuing & financing a M & A
• Preparing staff for a Mergers & Acquisitions
• Ensuring success for both the bank & staff post Mergers & Acquisitions

DAY 5

Risk Management Strategies in Banking

• Major risks facing banks
• Developing a risk management strategy
• Measuring risk – VAR
• Stress testing & managing risk
• Derivatives as a risk management tool