First Western Financial | Results Presentation Deck | 20 slides

First Western Financial · 2024-01
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

20
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
02
Includes specific mention of SEC filings and non-GAAP reconciliation notice.front_matter
Open slide detailBeat · Setup
03
summarize
Open slide detailBeat · Setup
04
Includes adjustments to net income; (1) refers to Non-GAAP reconciliation.analyze_data
Open slide detailBeat · Evidence
05
Includes detailed table of loan composition and two charts comparing production/payoffs and total loan balances.analyze_data
Open slide detailBeat · Evidence
06
analyze_data
Open slide detailBeat · Evidence
07
The chart displays AUM breakdown by Investment Agency, Managed Trust, 401(k)/Retirement, Directed Trust, and Custody.analyze_data
Open slide detailBeat · Evidence
08
The slide uses a combination of a pie chart for revenue composition and a stacked bar chart for revenue trends.analyze_data
Open slide detailBeat · Evidence
09
Includes a footnote regarding Non-GAAP reconciliation for adjusted margins.analyze_data
Open slide detailBeat · Evidence
10
The slide uses a combination of a stacked bar chart with a line overlay for total income and a simple bar chart for trust fees.analyze_data
Open slide detailBeat · Evidence
11
Includes non-GAAP adjustments for non-interest expense.analyze_data
Open slide detailBeat · Evidence
12
The slide highlights a significant increase in non-performing assets in the latter half of 2023.analyze_data
Open slide detailBeat · Evidence
13
The chart tracks MYFW TBV/Share over time, highlighting a specific accounting adjustment (CECL) in 2023.summarize
Open slide detailBeat · Evidence
14
summarize
Open slide detailBeat · Key Takeaways
15
appendix
Open slide detailBeat · Appendix
16
Includes a combo chart for TCE/TBV, a bar chart for capital ratios, and a table for liquidity funding sources.analyze_data
Open slide detailBeat · Appendix
17
Includes two distinct financial tables: one for efficiency ratio (quarterly) and one for tangible book value (annual/quarterly).analyze_data
Open slide detailBeat · Appendix
18
The slide contains four distinct sub-tables representing different revenue segments.analyze_data
Open slide detailBeat · Appendix
19
Includes footnote regarding CECL adoption on January 1, 2023.analyze_data
Open slide detailBeat · Appendix
20
The table details average balances, interest earned/paid, and yield/rates for various asset and liability categories.analyze_data
Open slide detailBeat · Appendix