The Quickbank simulation workshop is a dynamic balance sheet management exercise. It is designed to provide both an introduction to participants with limited financial exposure and an engaging challenge to those with deeper financial backgrounds.
The group is divided into teams each with their own case-study bank to manage. Each team will access the simulation via an iPad iOS app. Banks will compete for the highest overall Net Income while trying to manage four important banking risks: Capital, Asset Quality Risk, Liquidity Risk, and Rate Risk.
During the simulation the teams will engage in customer market activity. This highly interactive part of the simulation requires all teams to distribute, trade, and otherwise negotiate for customer loans and deposits. Each team can also engage in financial and capital market activities such as bond trading and wholesale funding. The simulation lasts for a number of rounds (depending on the training schedule.) Winning teams will be the banks that generate the highest income and those that do the best job minimizing risks.
By the end of the session participants should understand:
the yield and cost components of a bank’s net interest margin;
how rate, volume, and mix interact to impact bank earnings;
the risk-return tradeoffs a bank must consider in order to be profitable;
the dynamics of bank Capital, Credit Quality, Liquidity, and Rate Risk;
how marketing strategies impact execution and financial performance; and
how competition and contingency planning impact financial risk & return.
Appropriate for participants with limited financial exposure as well as those with deeper financial backgrounds.
Quickbank is designed for professionals across the banking and financial services industry — from early-career analysts to experienced examiners, team leaders, and even non-bankers looking to understand financial trade-offs.
It’s been used effectively by:
Commercial banks and credit unions
Financial regulators and examiners (including the Federal Reserve and CSBS)
University finance programs and executive education
Internal learning and development teams
Whether you're training new hires, developing risk managers, or building cross-functional awareness, Quickbank provides a hands-on way to explore balance sheet strategy, performance metrics, and real-world banking decisions.
Yes — Quickbank is specifically designed to be accessible to participants without a finance background.
The simulation teaches core concepts like capital, risk, and liquidity through intuitive gameplay, team-based decision-making, and real-time feedback. Participants learn by doing — not by reading balance sheets or crunching numbers in isolation.
In fact, many non-finance participants say they gained a clearer understanding of how banking works because of how hands-on and visual the experience is. The team format also allows for collaboration between different skill sets, making it a strong tool for cross-functional development.
No prior financial training is required — just curiosity and a willingness to think strategically.
Quickbank works best with 24 to 32 participants arranged in two-person teams — the ideal size for high energy, rich interaction, and smooth logistics.
It can be delivered successfully with as few as 12 people, but the experience is most engaging when multiple teams are trading, comparing results, and adapting strategies in real time.
On the other end, Quickbank easily scales to larger events with 70+ teams — and has been used at national conferences with over 200 participants. The format remains fast-paced and competitive, even at scale.
Whether you're hosting a leadership training, onboarding cohort, or multi-division event, Quickbank adjusts to meet your goals.
Quickbank is only offered in two formats: a half-day session or a full-day session.
The half-day version delivers the full simulation experience in a fast-paced, engaging format — perfect for conference breakouts, onboarding, or team development.
The full-day version allows for additional depth, with time for strategic debriefs, optional presentations, and deeper peer discussion — ideal for leadership programs or exam prep.
While Quickbank is not designed as a multi-day program, both formats provide high-impact learning that sticks.
Quickbank is only a live, in-person classroom experience — and that’s by design.
The simulation is highly interactive, fast-moving, and physically engaging. Teams make real-time decisions, negotiate trades face-to-face, and react instantly to changing conditions. That dynamic, visceral energy is core to the learning experience.
While other tools may offer virtual options, Quickbank is intentionally built for live delivery to maximize engagement, collaboration, and impact.
Quickbank is faster, more interactive, and more immersive than typical banking simulations.
Unlike spreadsheet-based models or lecture-heavy case studies, Quickbank puts participants in the middle of a competitive, team-based experience. They make real-time decisions that affect capital, credit, liquidity, and earnings — then immediately see how their choices stack up against others.
What makes it different:
Face-to-face trading that mimics market dynamics
Immediate feedback on performance metrics
Realistic banking decisions without oversimplification
No passive learning — every participant is actively engaged
It’s hands-on, high energy, and built to reflect how banks actually manage risk and performance under pressure.
Yes — Quickbank uses metrics that reflect how banks are actually measured.
Participants manage performance across a full set of key financial areas: net income, return on equity, capital adequacy, credit quality, liquidity, and interest rate risk. These are the same drivers used by bank leaders, regulators, and analysts to assess performance.
For more advanced groups, Quickbank can also incorporate forward-looking and regulatory-focused measures — including Earnings-at-Risk, Economic Value of Equity (EVE)-at-Risk, Regulatory Capital, and the Liquidity Coverage Ratio (LCR).
Whether you're a banker or an examiner, the simulation gives you a hands-on understanding of the numbers that matter most.