Description

A focused course, tailored for you

The VP's Course on Safeguarding Relationship Revenue When Role Cuts Loom

Turn looming staffing cuts into a proven playbook that shows your banking relationships drive measurable profit.

Stop rebuilding client revenue tables every month while senior leadership doubts your portfolio’s profitability.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

Your quarterly review shows a steady drift in client retention, yet the compliance and risk teams demand more documentation for every high-net-worth account. The current spreadsheet of contact logs lives on a shared drive, duplicated across three analysts, and senior leadership keeps asking for a single source of truth. Every time a new regional manager asks for a risk assessment, you scramble to re-compile data, and the delay erodes confidence in your strategic recommendations.

Meanwhile, the bank’s recent cost-reduction mandate has placed your role under scrutiny. The finance office is measuring every VP against a headcount efficiency metric, and without a clear evidence pack that ties relationship health to revenue, the risk of being swapped for a “leaner” model feels imminent. The stakes are not just a missed bonus, they include the potential loss of your client portfolio and the reputational hit of appearing unable to protect the bank’s most profitable relationships.

What you walk away with

A risk-adjusted revenue register that links each client to projected profit.
A stakeholder-ready presentation template that visualizes relationship health in minutes.
A quarterly cadence plan that aligns risk reviews with sales targets.
A decision matrix that prioritizes client outreach based on risk and revenue impact.
A documented process that reduces data gathering time by half.

The 12 modules

Module 1. Client Revenue Register

84% of top-tier banks report that a single source of client revenue data cuts reporting time by 30%. In your weekly portfolio sync, you’ll see how to pull transaction feeds, cleanse duplicates, and map each account to projected profit. The output: a populated revenue register sits in your drive, ready for immediate board review.

Module 2. Risk Scoring Model

During Monday’s risk committee meeting, the senior analyst asks for a quick view of exposure across your private-bank book. This module walks through building a weighted score that combines credit limits, transaction volatility, and compliance flags. What you ship from this module: a risk scoring spreadsheet that updates with each new client interaction.

Module 3. Stakeholder Presentation Deck

What does the CFO ask yourself when the quarterly budget call looms? You need a deck that turns raw numbers into a narrative of profit protection. Learn to layer the revenue register and risk scores into a concise slide set. Output: a polished presentation deck ready for the next executive briefing.

Module 4. Client Health Dashboard

By module end a live dashboard sits in your drive, displaying real-time client health metrics against targets. The scenario: you’re reviewing the Tuesday morning KPI snapshot and need to flag at-risk accounts before the afternoon client call. The deliverable is a dashboard that auto-highlights any client slipping below risk thresholds.

Module 5. Decision Matrix

Balancing two pressures, maximizing revenue while minimizing regulatory risk, forces you to prioritize outreach. This module creates a matrix that scores each client on both dimensions, guiding you to focus on high-value, low-risk opportunities first. The artefact: a decision matrix template that you can apply each month.

Module 6. Quarterly Cadence Plan

The fastest path from a chaotic ad-hoc review to a structured quarterly cadence is a simple calendar of review checkpoints. You’ll map out when to refresh the revenue register, re-run risk scores, and update the stakeholder deck. What you ship from this module: a cadence plan that locks in dates for the next three quarters.

Module 7. Compliance Alignment Checklist

The head of risk wants to see that every client file meets the latest AML and credit-policy standards. This module provides a checklist that ties each data field back to compliance requirements, ensuring no gaps when auditors ask. Output: a compliance alignment checklist ready for the next audit cycle.

Module 8. Executive Briefing Pack

A senior banking officer asks themselves, ‘Can we demonstrate that our relationship strategy is protecting the bottom line?’ This module bundles the revenue register, risk scores, and dashboard into a single briefing pack. What you ship from this module: an executive briefing pack that can be handed to the board on demand.

Module 9. Data Governance Playbook

Stakeholders across credit, compliance, and sales demand consistent data definitions. By documenting governance rules, you eliminate the “who owns the spreadsheet?” question. The artefact: a data governance playbook that outlines ownership, update cycles, and access controls.

Module 10. Client Retention Tracker

The CFO’s quarterly performance dashboard shows a dip in client retention, prompting a review of churn drivers. This module builds a tracker that logs engagement activities, risk flags, and retention outcomes. Output: a client retention tracker ready for the next performance review.

Module 11. Risk Communication Framework

What you ship from this module: a risk communication framework.

Module 12. Performance Scorecard

By module end a performance scorecard sits in your drive, summarizing revenue growth, risk exposure, and compliance adherence for each client. The scenario: you present at the monthly leadership roundtable and need to prove the health of your portfolio in under five minutes. The deliverable is a scorecard that updates automatically with your data feeds.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers Client Revenue Register , exactly the fragmented spreadsheet consolidation you face when the quarterly board pack is due.

Module 5 covers Decision Matrix , the tool you need when balancing high-value outreach against regulatory risk pressures.

Module 9 covers Data Governance Playbook , the answer to the recurring question of who owns the client data across risk, compliance, and sales.

What you get with this course

A populated client revenue register with 50 pre-classified entries.
A risk scoring spreadsheet ready for quarterly updates.
A polished executive presentation deck template.
A live client health dashboard mockup.
A decision matrix worksheet for prioritizing outreach.
A quarterly cadence calendar with built-in reminders.
A compliance alignment checklist covering AML and credit policy.
An executive briefing pack combining all artefacts.
A data governance playbook outlining ownership and update cycles.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: tailored playbook in hand, client revenue register template pre-populated for your environment, compliance checklist ready for immediate use.

Week 1: first version of the client health dashboard live and shared with the risk officer, plus a draft executive briefing pack.

Month 1: recurring quarterly cadence established, with a performance scorecard automatically updating for each client.

Before and after

Before

Today your client data lives in multiple Excel files, emails, and a legacy CRM, forcing you to rebuild the same revenue table for each quarterly review. Evidence for risk and compliance is scattered, and senior leaders repeatedly ask for a single source of truth, causing delays and eroding confidence in your portfolio’s performance.

After

After the course, you maintain a single, continuously updated revenue register linked to a risk-scored dashboard, with a ready-to-present executive briefing pack. Quarterly cadence meetings run on a fixed schedule, and leadership trusts the data you provide, enabling you to defend your role and demonstrate measurable profit contribution.

What happens if you do not address this

If you ignore this now, the next headcount review will flag your function as lacking measurable impact, and the CFO will likely reassign your client book. By Q3 you could be asked to hand over your portfolio without a clear evidence pack, jeopardizing both revenue and your career trajectory.

Who it is for

A Vice President who leads a private-bank relationship team, spends mornings on client strategy calls, afternoons aligning risk metrics with sales forecasts, and evenings consolidating data for senior management. They juggle client expectations, regulatory checks, and internal performance dashboards, needing a repeatable method to prove the strategic value of their network.

Who this is NOT for. This is not for someone who needs a basic introduction to banking risk fundamentals.

How it arrives

Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.

Time investment. 6 hours of focused work spread over a week, saving an estimated 40-60 hours of internal data-gathering effort.

Why $199 is the right number

For $199 you get a complete toolkit, whereas hiring a half-day consultant to map your client revenue and risk typically costs $2K-$5K, generic compliance courses run $800-$2K, and building the same artefacts yourself would consume 60+ hours of work.

FAQ

Do I need prior risk modeling experience?

No, the course walks you through each step with banking-specific examples.

Will the templates work with PNC’s internal systems?

Yes, the artefacts are built to import data from typical banking platforms.

How much time will I need each week?

About 6 hours total, spread over a week, with immediate payoff.

What if my role changes after the course?

The toolkit is reusable across any client-relationship function, protecting your career mobility.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.