Bank Analysis School September 2023 - Presentations & Resources

First page Table of contents Next page Last page
Agenda2
Resources4
Quick Reference Guide4
Uniform Financial Institutions Rating System (UFIRS)5
Regulatory & Examination Process Overview16
2023 FDIC Risk Review24
Earnings31
Earnings Flow Chart50 - 51
Rating Earnings56
Peer Comparison Info58 - 59
Capital61
Capital Basics Job Aid77
Regulatory Capital Training for Bank Examiners79
CBLR Fact Sheet80
Conservation Buffer Job Aid85
Capital Ratio Spreadsheet88
Asset Quality89
Liquidity116
Liquidity Analysis Guide134 - 135
Supervisory Expectations for CFP139
Example Cash Flow Projection Format143
Sources and Uses of Funds Exercise144
Investments145
Investments Reference Sheet164 - 165
Interest Rate Risk174
Silicon Valley Bank Failure202
STMR Rating Guide204 - 205
STMR Analysis Guide212 - 213
STMR Exercise232
Management233
Communication246
Dominant Communication Styles254
Public Speaking Tips260
Effective Writing Techniques260

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