Financial Management of Banks Workshop in Jakarta

Programme Overview

This short-term extensive workshop combines the theory and practice of banking from financial management prospective, providing the specialized knowledge and a solid understanding of all important aspects starting from liquidity and loan management, liability and deposit management, capital structure and dividend decisions all the way to regulatory restrictions and financial management implications. This course aims to help its participants develop foundational skills for decision-making processes and conduct performance analysis while employing the best practices in managing funding, liquidity and capital. You will learn about the principles of bank balance sheet management and money market operations as well as liquidity ratios and capital adequacy ratios. You will also study issues of bank supervision and regulation.

Delivered by Risalat Consultants International in Jakarta, Indonesia, it combines expert-led sessions, real cases and group work, so that participants can apply what they learn in their own institution.

The programme strengthens institutional capability in:

• The Overview of Banking and Financial Services Industry
• The transformation and Changes in Banking
• Financial Innovation and Its implications for Bank Financial Management
• Regulatory Restrictions and Bank Financial Management
• Asset Management – Liquidity and Loan Management
• Liability and Deposit Management
• Credit risk transfer
• Bank’s Balance Sheet and Income Statement
• Budget preparation and execution
• Financial reporting and accounting standards
• Cash and treasury management
• Internal control over payments and assets

It is designed for finance managers and accountants, budget officers and analysts, treasury and cash management staff and others who want practical, current skills in public financial management and finance.

Why Financial Management of Banks Matters Now

Sound financial management is the basis for credible budgets, timely payments and clean audits. Governments and financiers expect accurate reporting, disciplined budget execution and transparent use of funds.

Changes in reporting standards, digital payment systems and financier requirements mean finance teams must keep their skills current. Strong financial management also frees time and money for the services that matter.

This Financial Management of Banks programme brings these elements together in a practical format, so that participants understand not only what good practice looks like but also how to introduce it in their own setting, with the people and resources they have.

Institutions increasingly need professionals who can:

• Prepare and execute budgets in line with plans
• Produce accurate, timely financial reports
• Apply controls over payments and assets
• Meet financier financial management requirements
• Use financial information to support decisions

Strong capability helps institutions:

• Improve budget credibility and execution
• Produce reliable reports and clean audits
• Reduce payment delays and errors
• Build trust with financiers and oversight bodies

Who Should Attend This Financial Management of Banks Training

The programme suits experienced professionals as well as those moving into new responsibilities. Groups that mix institutions and countries are encouraged, because participants learn a great deal from each other’s experience.

This programme is designed for:

• Finance managers and accountants
• Budget officers and analysts
• Treasury and cash management staff
• Financial management specialists in PIUs
• Internal auditors
• CFOs and finance directors
• Revenue and tax administration staff
• Planning and economic officers
• Project managers with budget responsibility
• Staff of financial institutions and regulators

Programme Objectives

The objectives focus on what participants will be able to do after the programme, not only on what they will know. Each one is practised during the week through exercises, cases or group work.

By the end of this programme participants will be able to:

• Describe the role of banks and understand their asset and liability composition
• Review the accounting of banks’ financial statements
• Analyze the key banking ratios including growth, performance, asset quality, liquidity and capital ratios
• Demonstrate comprehensive understanding of bank financial risks and the approaches to effective risk management
• Determine the impact of applying different accounting standards and policies on bank’s financial statements
• Make a preliminary assessment of the performance and financial health of a bank
• Understand the nature and causes of bank and financial system failure
• Explain the budget cycle and the role of each actor
• Prepare and monitor budgets linked to plans
• Apply the main principles of the relevant reporting standards

Financial Management of Banks Training Structure & Contents

Training Methodology

Financial Management of Banks Workshop in Jakarta, Indonesia has been designed to provide attendees with essential theory of financial strategy and bank financial management, whilst focusing heavily on building the practical skills applicable to the delegates’ work roles. The trainer will employ contemporary adult learning and training methodologies including practical activities, numerical examples, case studies, written assignments, etc. in order to maximize the results.

Before the programme, a short pre-assessment helps the facilitators understand each participant’s role and priorities, so that examples and exercises can be adjusted to the group. Each day ends with a short reflection in which participants note what they will apply at work.

• Expert-led sessions on current practice
• Regional and international case studies
• Group work and practical exercises
• Simulations and role plays where relevant
• Discussion of participants' own challenges
• Daily reflection and action planning

Institutional Application

The programme is built so that learning moves from the classroom into the institution. Participants work on their own processes and documents where possible, and leave with an action plan that their managers can review and support.

This programme supports institutions in strengthening:

• Budget preparation and execution
• Financial reporting
• Payment and cash controls
• Donor financial management
• Audit readiness

Participants return with practical tools to improve:

• Budget monitoring
• Interim financial reports
• Reconciliations
• Asset management
• Audit follow-up

Regional Relevance & Application

Holding the programme in Jakarta, Indonesia brings together participants from Asia and other regions, so they can compare how public financial management and finance is handled in different settings.

The same programme can also be delivered in-house for one institution, in its own country or online, with cases taken from its current work.

Examples and exercises are chosen to reflect the realities of public institutions and donor-financed projects, and participants are encouraged to bring a current challenge from their own work so that the action plan they leave with is directly usable.

Host Country Profile – Indonesia

Jakarta, officially the Special Capital Region of Jakarta, is the capital and largest city of Indonesia, with administrative status equivalent to a province. It lies on the northwestern coast of Java, bordering West Java and Banten and facing the Java Sea. Source: Wikipedia.

The programme takes place at IBIS Jakarta Senen.

Expected Outcomes of Financial Management of Banks Training

Participants will be able to:

• Prepare and monitor budgets linked to plans
• Produce accurate financial reports
• Apply sound payment and cash controls
• Meet financier financial management requirements
• Prepare for audits and close findings
• Use financial analysis in decisions

Participants leave with a personal action plan and practical tools they can use in their institution from the first week back. Institutions that send several participants can use the programme to agree shared methods and templates across teams, which makes improvements easier to sustain.

Course Deliverables

Participants receive support before, during and after the programme, so that preparation, learning and follow-up form one continuous experience.

Before the Programme

• Participant Pre-Assessment
• Financial Management of Banks Readiness Assessment
• Financial Management of Banks Resource Pack
• Preparatory Reading Materials
• Complimentary Visa Support & Advisory

During the Programme

• Airport Pickup & Welcome Assistance
• Accommodation with Breakfast
• Welcome Networking Dinner
• Risalat Training Kit (Bag, Bottle, Mug, T-Shirt, Cap, Passport Cover, Pens, Notebook, Magnet & Keychain)
• Comprehensive Financial Management of Banks Training Manual
• Budget Monitoring Template
• Interim Financial Report Template
• Reconciliation Checklist
• Audit Preparation Checklist
• Practical Workshops & Simulations
• Group Discussions & Peer Learning
• Daily Lunch and Refreshments
• Full Access to Training Venue Facilities
• Mini Pad / Tablet with Digital Learning Materials
• Field Visit (where applicable)
• Entertaining City Tour

After the Programme

• Certificate of Completion
• Risalat Programme Participation Recognition Award
• Post-Training Reference Materials
• Financial Management Self-Assessment
• Payment Control Checklist
• Post-Training Support & Follow-Up Guidance
• Programme Report

Institutions can also request a tailored in-house version of this programme, delivered at their premises or online. Request a proposal.

Frequently Asked Questions

When and where does the Financial Management of Banks programme take place?

It runs from 21 Dec 2026 to 25 Dec 2026, in Jakarta, Indonesia (IBIS Jakarta Senen). The registration deadline is shown at the top of this page.

Who should attend?

The programme is designed for finance managers and accountants, budget officers and analysts, treasury and cash management staff, financial management specialists in PIUs, and others who want practical skills in public financial management and finance.

Will I receive a certificate?

Yes. Participants who complete the programme receive a Certificate of Completion from Risalat Consultants International.

Can this programme be delivered for our institution only?

Yes. We can deliver a tailored in-house version at your premises, in another city or online, built around your own cases. Use the proposal request on this page.

Do I need prior experience in public financial management and finance?

No specialist background is required beyond experience in a related role. A short pre-assessment helps the facilitators adapt the sessions to the group.

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