First Busey | Results Presentation Deck | 45 slides

First Busey Corporation · 2024-01
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

45
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
front_matter
05
Includes a map of operations across IL, MO, IN, and FL, and a table of financial metrics from 2021-2023.establish_context
Open slide detailBeat · Problem
06
The slide uses a three-column layout to present segment-specific performance data.analyze_data
Open slide detailBeat · Problem
07
The slide uses a matrix-like structure to compare regional performance and composition.analyze_data
Open slide detailBeat · Problem
08
The slide uses a combination of a summary metrics bar, three pillars of strategic rationale, and a timeline at the bottom.present_solution
Open slide detailBeat · Problem
09
The slide uses a structured list format to present four key pillars of the investment thesis.summarize
Open slide detailBeat · Problem
10
The slide uses a structured list format to present key financial metrics across three pillars: Loan Portfolio, Deposit/Liquidity, and Capital.summarize
Open slide detailBeat · SolutionLoop · Zoom In
11
Includes data on loan yields, classified loans, and segment-specific growth trends.analyze_data
Open slide detailBeat · SolutionLoop · Zoom In
12
Includes 100/300 test metrics and portfolio risk characteristics.analyze_data
Open slide detailBeat · SolutionLoop · Zoom In
13
The slide uses a table for portfolio metrics and maps to illustrate geographic concentration in specific CBDs.analyze_data
Open slide detailBeat · SolutionLoop · Zoom In
14
The slide provides a breakdown of C&I loans by NAICS sector and a historical trend of total C&I loan balances.analyze_data
Open slide detailBeat · SolutionLoop · Zoom In
15
Includes footnotes regarding calculation methodology for average loans and capital.analyze_data
Open slide detailBeat · SolutionLoop · Zoom In
16
Data shows a trend of decreasing non-performing assets alongside increasing reserve coverage ratios.analyze_data
Open slide detailBeat · SolutionLoop · Zoom In
17
Includes a mix of pie chart, stacked bar charts with line overlays, and key performance metrics.analyze_data
Open slide detailBeat · SolutionLoop · Zoom In
18
Includes data on retail/commercial accounts, high-balance customers, and uninsured deposit metrics.analyze_data
Open slide detailBeat · SolutionLoop · Zoom In
19
Includes historical trend line chart, quarterly cost of deposits line chart with data table, and a bar chart showing cumulative deposit betas.analyze_data
Open slide detailBeat · SolutionLoop · Zoom In
20
Includes a stacked bar chart showing revenue mix over time and a donut chart showing the breakdown of noninterest income.analyze_data
Open slide detailBeat · SolutionLoop · Zoom In
21
Includes footnotes regarding benchmark composition and segment definitions.analyze_data
22
Includes footnote references for revenue definition and ODFI.analyze_data
23
Includes a waterfall bridge chart explaining quarterly NIM compression.analyze_data
24
Includes a table of NII shock scenarios, a pie chart of loan maturity, and a bar chart comparing historical vs. forecast deposit betas.analyze_data
25
Includes a reconciliation table for adjusted core expenses and a chart for FTE headcount.analyze_data
26
Includes four charts/tables showing Tangible Common Equity, Total Capital Ratio, Leverage Ratio, and a summary table of capital metrics.analyze_data
27
Includes a donut chart for composition and a stacked bar chart with a line overlay for historical performance.analyze_data
28
The slide uses a structured table format to detail the components of a balance sheet repositioning.summarize
29
The slide uses a structured table format to present quarterly financial results.summarize
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
30
Includes four charts: two combo bar-line charts, one bar-line chart, and one multi-line chart.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
31
appendix
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
32
introduce_nominees
33
The slide uses a hub-and-spoke diagram to center the client experience.summarize
34
The slide uses a three-column layout to categorize business operations.decompose_segments
35
Hub-and-spoke diagram showing product offerings for two distinct business segments.present_framework
36
Uses a color-coded legend to categorize initiatives by 'Enhanced Customer Experience' (yellow) and 'Scale & Efficiency Upgrades' (blue).plan_implementation
37
Includes footnotes defining MAU and QAU metrics.analyze_data
38
The slide uses a three-column layout to categorize ESG efforts.summarize
39
Includes adjustments for acquisition expenses, provision for unfunded commitments, and amortization of tax credits.analyze_data
40
Includes footnotes regarding tax benefit calculations and annualization of quarterly measures.analyze_data
41
Includes footnotes explaining the non-GAAP adjustments and tax effect calculations.analyze_data
42
Includes adjustments for tax-equivalent income and purchase accounting accretion.analyze_data
43
The table provides a detailed breakdown of adjustments for three-month and full-year periods ending Dec 31, 2023, Sept 30, 2023, and Dec 31, 2022.analyze_data
44
Contains two distinct financial reconciliation tables for 4Q23 and prior periods.analyze_data
45
The table provides a bridge between GAAP figures and non-GAAP 'core' metrics by adjusting for specific items like PPP loans and large time deposits.analyze_data