Early Birds Save Up To 30%. Download Brochure to Learn More

Back Office Management for Financial Institutions Workshop Training Course

This training course teaches you how to effectively improve the control, efficiency and performance of your treasury & bank back office operations.

Dates, Locations & Fees | Instructor | Download brochure | Book your seat

How to create an air-tight back office

You'll learn how to effectively improve the control, efficiency and performance of your treasury & bank back office operations.

Back Office Management Training Course Highlights

DAY ONE

Pre-emptive Control, Improve Your Performance and Productivity
Introduction to Systematic Control & Management Process
Organisation and Reporting Lines
Procedures
Project Management

DAY TWO

the Back Office as a Revenue Earner
Managing Staff
Management Information
Processing

DAY THREE

Crisis Management
Defining Risks
Disaster Recovery
Reviewing New Products

Have a question? Email us at:

or call us at: (+852) 2273-4393

Who should attend this Back Office Management training course?

Back office personnel
Middle office staff
Operations staff
Settlement staff
Risk management staff
Treasury operations personnel
Treasury auditors
Financial controllers, accountants and analysts
Regulatory and compliance personnel

Have a question? Email us at:

or call us at: (+852) 2273-4393

Why Ethan Hathaway training courses?

Practical. Learn from experienced and active industry practitioners and what's being practiced by your peers.
Applicable. Apply what you learn in your job and your career
Specially designed courses by industry active experts for industry practitioners
Quality Control. Each expert instructor is interviewed and vetted through our senior management and our 5-point instructor criteria.
Valuable. Earn more revenue or save your organisation from monetary loss. You and your organisation will quickly earn back your investment on the course fee and more
Enjoyable. Speakers who have a passion for their topic
Clear. Turning complex concepts into easy to understand concepts
Limited seats - each session is limited to between 18-25 seats

What do you receive from an Ethan Hathaway training course?

You gain knowledge and skills that make you valuable to your company and your career
Instruction by industry experts
Course notes and reference package
Daily lunch, snacks and refreshments
Certificate of completion
Meeting your industry peers
Ask questions relevant to your job

Download the course brochure to learn more

Your course instructor

Alan Burr: Alan has over 30 years' experience of financial markets. He is a leading
expert on securities and derivatives markets with particular expertise in the management of operations and risk.

He is an authority on trading, clearing and settlement with very substantial
international experience. Most of Alan's career has been formed by holding a number of senior executive positions at The London Clearing House in the UK and offshore and then with MEFF, the Spanish Financial Futures Exchange. Alan is a Member of the Securities & Investment Institute (MSI).

Dates & Locations & Fees

Sorry, there are presently no public dates for this course, however, this course is available on an in-house basis.

Date	Location	Venue	Course Fee	Early Bird Fee	Register

Early Bird Savings Early Birds Save Up To 30% Off the Regular Fee, download the brochure to learn more

Limited seats - Email us: for availability.

* Venue, dates, course fees, promotions, course content, course instructor are all subject to change

Can't find a session in a city near you?

If there's no session scheduled in a city near you, you have the following options:

In-house training: If you have a group of 8 or more, consider having us run this course in-house for you
Co-sponsored training: Between 5-7 people, consider a co-sponsored course - you agree to send this set number of people to the course if we run it in a city near you and Ethan Hathaway sells the remaining seats to other companies
Distance learning: Less than 5 people, consider distance training format: live trainer presents over phone lines/web at pre-scheduled times (available only for select courses)
Just tell us where you want the course: Let us know which city you'd like us to run this course in - we'll plan it if there's enough demand

Email us at: for more information regarding the above options.

Register for the course

You may book your place on the course by any of these methods:

Online booking - simply click on the "Register Me" button next to the course date you wish to register and it will take you through our quick online registration procedure.
Email us at: - please include your full contact details.
Fax us the booking form (included in the brochure) to: +852 3014-0721
Or call: +852 2273-4393 during normal office hours

Related Courses

Learn more about this course

Inside the course information booklet you'll find:

Detailed course agenda of what you'll learn
Eligible discounts
Our course quality guarantee
Course expert biography
Course venue details
Cancellation & refund policies
Course registration form
Printer-friendly PDF
Small file size for fast & easy download
Easy to share with colleagues & friends

Complete the details to the right and click on "Send me the booklet" to have the course booklet emailed to you immediately.

We will never bombard you with emails and/or pushy sales calls.

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We will never sell, rent or exchange your details to any 3rd parties.
Don't want to fill out the form?
Email us: and we'll email you the details by the next business day.
Or call us at: +852 2273-4393 during regular office hours