Financial Training 2016 COURSE CATALOG. in the Banking Sector. Use code Bank2016 and save $200 on any live, in-person training course.

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1 Financial Training in the Banking Sector Use code Bank2016 and save $200 on any live, in-person training course COURSE CATALOG

2 TRAINING TAILORED TO A UNIQUE INDUSTRY Depository institutions are different. Depository institutions are highly complex. Their business models are not intuitive and demand an understanding of standard topics from a unique perspective. Success in the industry requires training that mirrors that complexity. Yet, despite the importance of banks and credit unions to the economy, quality, bank-specific training in core topics like credit analysis, valuation, and accounting are rare. No doubt, you ve found generic training unsatisfactory. That s where the SNL Knowledge Center comes in. We know first-hand the specific training and knowledge needed to work in or cover banks. The industry trusts SNL data implicitly. Managers trust us to train team members new to banking and in new roles thousands of professionals take advantage of our training each year. We hope you ll consider putting your trust in us too. Glenn B. Miller, CFA Senior Program Manager SNL Knowledge Center WHY SNL? Sector-specific insights: You won t find just general finance theory here. Our courses provide case studies from the banking sector to bring content to life. Expert instructors: Learn from highly accomplished industry experts who have faced the challenges you face. Your instructors are not just teachers they re current and former banking professionals. Accredited: All of our live programs qualify for continuing education credit hours from the National Association of State Boards of Accountancy (NASBA) and the CFA Institute. Experience: More than 20,000 professionals have attended SNL Knowledge Center programs since our founding in 1998, from junior analysts to senior executives. Instant ROI: Take a course with us and show up to work with a new level of expertise you can put to immediate use. You ll learn the most timely and effective solutions to make you more efficient in your role and to give you a competitive edge.

3 BANKING SECTOR FACULTY Leslie D. Hodder, PhD Associate Professor, Kelley School of Business, Indiana University Dr. Hodder holds the Ernst and Young Faculty Fellowship and has worked at KPMG, Ernst and Young, and as a controller and CFO of a commercial bank. Simon Green Director, Capital City Training Mr. Green s focus on credit and risk analysis during his 15 years at major UK financial institutions has made him a highly regarded instructor for over 17 years. Patrick Hopkins, PhD Professor, Kelley School of Business, Indiana University Dr. Hopkins has been an award-winning professor at the Kelley School since Previously, he taught at Stanford and was an instructor at KPMG. Denis Laplante, CFA Consultant, Investor and Financial Services Mr. Laplante has over 25 years of investment experience in the equity markets. In the past, he served as Head of Bank Research at KBW and Fox-Pitt Kelton. David E. Levow Owner and Founder, Levow Information Systems Mr. Levow is a former VP at Chase Manhattan Bank and has over 30 years of banking experience in commercial lending, treasury services and much more. Anu Munshi Managing Partner, B&B Structured Finance Limited Ms. Munshi has been a Managing Partner at B&B Structured Finance Limited since Prior to B&B, she worked in structured credit at JP Morgan. Bill Nayda, PhD SNL Instructor and Principal, Second Pillar Consulting Dr. Nayda advises banks on risk management, regulatory compliance, and other topics. He spent a decade at Capital One before founding Second Pillar. Todd Patrick Senior Vice President, CenterState Bank Mr. Patrick has over 20 years of bank industry experience and a wealth of practical knowledge from his work with bank portfolio managers. Jon Walls SNL Instructor and Principal, PREv2 Bank Advisory Mr. Walls has served as a FIG investment banker at Lehman, as well as CIO and active CFO for a mid-sized mortgage lender. He holds degrees from Yale University and Harvard University.

4 CORPORATE SOLUTIONS The SNL Knowledge Center is here to make training your entire staff easy. We offer a broad portfolio of industry-specific training in a variety of formats. Customers have engaged our Corporate Solutions team to: Bring any of our training programs in-house. Choose from the same top-ranked training seminars enjoyed by over 20,000 attendees nationwide. Customize the presentation with your development objectives in mind, at a date and location of your choosing. Develop a training strategy for a team with disparate skills and needs. Identify a learning path for a specific role. Contact KCSales@snl.com, or to discuss your team's specific training needs. Your team s development is important, and our instructors are in high demand contact us today. Browse our complete banking catalog online at center.snl.com/banking

5 LIVE TRAINING PROGRAMS The SNL Knowledge Center provides live training in cities across the country throughout the year. Trainings are typically conducted in Atlanta, Chicago, Dallas/Fort Worth, New York City, San Francisco and Washington, DC. Select programs are also held multiple times throughout the year. Please visit center.snl.com/banking for a complete list of program offerings and their locations. Discounts for Group Attendance (3 or more people) Number of Attendees Seminars 15% 25% 30% Opportunity for In-House Virtual Training - - 5% 10% 15% 25% Discounts applied to regular price and cannot be combined with other offers. Group discounts not available for conferences, webinars, and partnership programs. Contact us at to register your group. Analyst Training in the Banking Sector A survey of key topics required to comprehensively evaluate a depository institution. For years, it s been the benchmark training program for professionals who want to analyze, advise, work in, or regulate banks. The course consists of two sessions (Accounting and Analysis) that can be taken separately, or combined. center.snl.com/at Bank Enterprise Risk Management Learn to align your institution s risk management practices with its risk appetite while satisfying regulators. We will also re-enforce the value of embracing profit-generating risk, and demonstrate why this approach is a necessary component of any successful ERM program. You ll leave with practical tools for implementing a successful process when you return to the office. center.snl.com/bankerm

6 Darden/SNL Executive Program in Bank Financial Leadership The only certificate program specifically designed to develop and expand the strategic leadership and enterprise financial skills of bank finance executives both current and rising. This program is presented in collaboration with the UVa Darden School of Business. center.snl.com/bfls Fundamentals of Bank Valuation Using case studies, classroom discussion and hands-on modeling, this course will teach you the intricacies of valuing depository institutions. You ll learn comparable analysis and DCF valuation methodologies, and gain insight into how investment banks and professional investors value banks. center.snl.com/bankval Visit us at center.snl.com or call

7 Fundamentals of Bank Credit Analysis Focusing specifically on the banking sector, this course shows you how to evaluate the credit risk of depository institutions and apply that analysis to your investment, lending, or acquisition decisions. center.snl.com/bca Fundamentals of Bank Investment Portfolio Management This program will provide an understanding and analysis of specific investment instruments, as well as a wealth of ideas for optimizing your portfolio structure and risk adjusted returns. center.snl.com/bipm Inside Bank Accounting Practices This program is a deep dive into how banks account for and report their more complex operating results, giving you the knowledge and perspective to better judge their financial position. center.snl.com/iba

8 Fundamentals of Mortgage REIT Credit Analysis Focus specifically on the Mortgage REIT (mreit) industry with this program and examine the structural, operational, financing, and asset characteristics of individual mreits. We designed this course to impart conceptual guidance and tools to improve your analysis of mreits. center.snl.com/mreit European Bank Financial and Credit Analysis This course shows you frameworks for analyzing the industry and individual institutions from the top down, and from the bottom up. Presented in two distinct sessions, you can attend for one, two, or three days. center.snl.com/ebca Fundamentals of Securitisation This program will focus on the practical realities of the market, rather than taking an excessively mathematical or academic approach. The course style is discussion- and case-study-based, rather than pure lecture, allowing the participants to think through the products themselves and thus gain a more intuitive understanding of the market. center.snl.com/securitisation These programs are offered only in Europe. Highly relevant content and current examples. Senior Review Examiner, FDIC Visit us at center.snl.com or call

9 INTEGRATED TOOLS FOR BANKING SUCCESS For almost 30 years, SNL has been the banking industry s go-to source for data and insight. SNL s comprehensive solution provides a full suite of tools that today s banker needs to advance both your business and your career: SNL UNLIMITED For a complete picture of external factors: your market and the competition. NEW SNL BANKER SNL COMMERCIAL PROSPECTING For a 360 view of your bank s internal data and performance drivers. For a better understanding of your commercial real estate opportunities SNL IR SOLUTIONS For telling your financial story through an interactive investor relations website. SNL KNOWLEDGE CENTER For professional training and career advancement. For more info: SNLInfo@SNL.com or

10 EXECUTIVE CONFERENCES Get access to the industry s leading experts, insights to stay ahead and peer connections from across the country. SNL Community Bankers Conference Mar , 2016 What are the paths to profitability and growth for community banks today? Join us for discussion and networking, as panels of successful community bank executives and leading strategic and financial advisors share insights and best practices on how community banks can prosper in the current environment. Get more information: center.snl.com/cbc SNL Bank M&A Symposium Sept , 2016 The banking sector s gold-standard M&A gathering, featuring guidance and insight on mergers and acquisitions, the strategic issues facing the industry and what s to come from senior executives, policy makers and Wall Street professionals. Get more information: center.snl.com/bma Be an Event Sponsor Get your brand in front of the most sought-after audiences of industry executives and experts. Opportunities are limited to provide you the highest levels of exposure and engagement. For more information, contact Brian Hodges at bhodges@snl.com or give him a call at Accreditation All of our live programs, including live webinars and in-house programs, qualify for continuing education credit hours from the National Association of State Boards of Accountancy (NASBA) and the CFA Institute. Complete details, by program, can be found online. Please note: Dates, locations, agendas and continuing education credits for our live events are subject to change. See our website for the most current information.

11 LIVE, ONLINE SEMINARS These live, online instructor-led courses are streamed live to your computer and are a great option for busy professionals who aren t able to travel to a traditional classroom setting. Fundamentals of Financial Derivatives: Options, Swaps and Futures and Forwards Gain essential knowledge on the derivative products companies use to manage risk. During these courses you'll learn about essential derivatives contracts and how they are used for a variety of risk-management purposes. center.snl.com/financder Banking 101: An Industry Overview Get an overview of the U.S. banking industry, including differentiating between community, regional and money center banks. You will get a clear picture of how banks make money, as well as a basic understanding of the key ratios that analysts use to evaluate the health of individual banking companies. center.snl.com/bank101 Depository Institution Financial Statement Analysis You'll gain the basics in understanding the balance sheet and the income statements of depository institutions and learn how to apply ratio tools and concepts. Then put the techniques of financial statement analysis you learn to work with actual bank financial statements. center.snl.com/difsa Understanding Debt Capital Markets For professionals who work with (or in) the finance function - this course is foundational introduction to the debt capital markets, the instruments, how they work and how they are used. This program is relevant to many sectors, including banking. center.snl.com/vdcm MORE ONLINE RESOURCES Start exploring center.snl.com/banking today. Check out our live and recorded webinars and our exclusive Analysts Guide to Accounting for U.S. Financial Services Institution.