40th Annual Bank Operations Institute (BOI)




 Virtual Program Dates

Beginning Tuesday, January 26, 2021 |  Then, every other Tuesday through November 1 |  Session times: 9 - 11 a.m
(no sessions in July and August)
Program Fee: $1,750


In alliance with the prestigious Southwestern Graduate School of Banking (SWGSB) at Southern Methodist University (SMU) in Dallas and the Independent Bankers Association of Texas (IBAT), the Bank Operations Institute (BOI) empowers you to achieve your highest potential as a key leader at your financial institution.

This unique approach to professional development is comprised of a two-hour virtual event every other week beginning January 26, 2021.

Intensive and thoroughly engaging, each session is designed for a high level of faculty-student interaction. Tailored to bank operations, administration and compliance functions, the program takes you to the next level in your professional development.  You will be challenged to see the big picture while identifying the critical role you play in the ultimate success of your bank. You’ll come away inspired and further prepared to enter the upper echelons of bank management – and rise to the challenges of an industry constantly changing in its complexity, standards and expectations.

BOI has a laser focus on improving your bank’s operation efficiency and compliance strategies. Today, more than ever before, your bank’s success depends on its ability to strategically control costs and deliver the highest quality products and services, all while remaining compliant with regulatory requirements.

This is a challenging task that BOI embraces with unrivaled vigor and imagination, perfectly reflected in the topics you will cover in two successive years:

Level 1

  • Intro to Asset/Liability Management
  • Quarterly Report
  • Bank Performance Metrics
  • Internal Controls
  • Legal Aspects of Deposits 
  • HR 
  • Investment Portfolio Management

Level 2

  • Strategic Planning
  • Risk Management
  • Marketing
  • Influencing Regulation
  • Legal Aspects of Operations
  • Vendor Management
  • Bank Simulations
The Bank Operations Institute’s dynamic, interactive program is one of the finest in the nation. At BOI you are an active participant in the educational experience from day one. There is ongoing dialogue with instructors as you work through complex issues and approaches. Through a series of team projects, you create a unique bond with your colleagues and peers, often learning key concepts that can only be acquired from each other. It is a rich and thorough learning environment built for your success!

The BOI curriculum has been developed to maximize your return on your educational investment. This program is a well-crafted blend of informative lectures, case studies and bank simulation. BOI’s advisory board – comprised of the top bankers, regulators and consultants in the country – is constantly guiding the program to ensure that it meets the challenges of today’s banking and regulatory environment and exceeds your expectations.