One -on-One Mentoring

Our training is uniquely formatted as a balance sheet review of the mentees current or target position and organization. This makes it relevant and valuable in not just supporting professional progression but having a specific plan to execute.

 

The program is delivered in 4 hours (extendable by mutual agreement) spread over a 4-week period (1hr per week) using video conference. All research is based on external disclosures including audited financial statements and pillar 3 reports.

— Quotes from mentee —

On interview with Central Bank panel for Treasury position clearance:


"I was super well equipped with the learning you imparted”

On receiving confirmation of clearance:

"I heard from the Central Bank today. I have been approved. Obviously delighted and this is testament to the work you did for me."

Sample program

Hour 1: Data Review

  • Annual Report

  • Annual Financial Statements

  • Pillar 3

  • Peer Comparatives

  • Central Bank Quarterly Report (FX, Monetary Policy & Rate Outlook)

  • Central Bank (Bank Sector Regulatory Limits)

  • IMF Article IV & FSAP (Financial Sector Observations)

Hour 2: Balance Sheet Review

  • Strategy

  • Key Financial Metrics

  • Regulatory & Internal Limit constraints 

  • Current Balance Sheet initiatives

  • Challenges & opportunities

Hour 3 Balance Sheet Analysis & Modelling

  • Capital

  • Liquidity

  • Pricing

  • FTP

  • ALCO

Hour 4 Balance Sheet Optimisation

  • Identify specific ALCO priorities

  • Treasury Investments

  • Islamic derivatives 

  • Improving Deposit quality

  • Funding/Contingency Funding Plan

  • Grow core Loans

  • Off balance Sheet 

  • Maintain Limits, Maximize Returns

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