Financial Training. in the Banking Sector. Fall/Winter catalog.

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1 Financial Training in the Banking Sector Fall/Winter catalog

2 Essential knowledge for a unique industry The banking sector is highly complex, with significant regulatory oversight, nuanced financial structures, and other unique aspects. No doubt, you ve found generic training unsatisfactory. That s why you ll appreciate the SNL Knowledge Center. We know first-hand the wide range of training and knowledge needed to work in or cover this unique sector. As a result, every year, thousands of professionals like you take advantage of our specialized programs, webinars, and online resources. You won t find a more relevant and timely source for meeting your professional development needs. Shawn M. Ryan, CFA Director SNL Knowledge Center Glenn Miller, CFA Senior Program Manager SNL Knowledge Center 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. Instructor did a great job, giving examples to illustrate key concepts. Senior Accounting Policy Analyst, Federal Reserve Board of Governors

3 Banking Sector Faculty Jon Duchac, PhD SNL Instructor and Professor, Wake Forest University Dr. Duchac is the Merrill Lynch and Co. Professor of Accounting, and Director of the full-time MBA program at the Wake Forest University Schools of Business. He holds a joint appointment at the Vienna University of Business and Economics in Austria. Dr. Duchac earned his PhD in accounting from the University of Georgia. Leslie D. Hodder, PhD Associate Professor, Kelley School of Business, Indiana University Dr. Hodder holds the Ernst and Young Faculty Fellowship in the Department of Accounting at the Kelley School of Business, Indiana University. Prior to her academic career, Dr. Hodder worked at KPMG, Ernst and Young, and as a controller and CFO of a commercial bank. Robert RB Lane SNL Instructor and President, Lane Risk Consulting Mr. Lane is a retired national bank examiner, having worked with the Office of the Comptroller of the Currency (OCC) for 32 years. He supervised and participated in the examinations of banks of all sizes. Mr. Lane holds a BA in economics from VMI and an MS in finance from Virginia Commonwealth University. David E. Levow Owner and Founder, Levow Information Systems Mr. Levow is a bank consultant and former vice president of Chase Manhattan Bank with more than 30 years of banking experience, encompassing international banking, treasury services, foreign exchange, and commercial lending. He holds degrees in mathematics from New York s City College (BS) and NYU (MS), and is also a certified cash manager. Bill Nayda, PhD SNL Instructor and Principal, Second Pillar Consulting With Second Pillar Consulting, Dr. Nayda currently assists banks with enterprise risk management, balance sheet strategy, regulatory exams and relations, capital planning and adequacy, Basel II and III, interest rate risk, portfolio valuation and due diligence, risk based profitability, and model validation. Richard B. Trauger, Jr. Managing Director, The Kafafian Group With The Kafafian Group, Mr. Trauger specializes in consulting, financial advisory and performance measurement services to the U.S. commercial banking and financial services industries. Mr. Trauger holds the Chartered Financial Consultant (ChFC ), Accredited Valuation Analyst (AVA ) and Certified Financial Planner (CFP ) designations. Jon Walls SNL Instructor and Principal, PREv2 Bank Advisory Mr. Walls is co-founder of PREv2 Bank Advisory, a Bank M&A advisory firm. Prior to that, he served as chief investment officer and acting chief financial officer for a midsize California-based mortgage lender. Mr. Walls earned an MBA from the Harvard Graduate School of Business and a JD, cum laude, from Harvard Law School.

4 Analyst Training in the Banking Sector Summer 2014 Charlottesville, VA An introduction to the broad spectrum of topics required to analyze depository institutions in today s changed banking sector. It s the benchmark training program for professionals who want to analyze, advise, work in, or regulate banks. Superb grounding for analyzing the financial services industry. Senior Research Analyst, PricewaterhouseCoopers Inside Bank Accounting Practices November Chicago, IL Summer 2014 Charlottesville, VA Excellent, real-life scenarios. SVP, Correspondent Banking, Zions Bank 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. Questions? Call us at

5 Fundamentals of Bank Valuation December New York, NY March 2014 Atlanta, GA Take advantage of this intensive two-day training course, dedicated to valuing banks in the current economic environment. Coursework includes lectures, case studies and hands-on modeling. Practical, with real-time case study examples. Director, Saehan Bank Advanced Topics in Bank Valuation December 4-5 New York, NY June 5-6 Chicago, IL A comprehensive, two-day course that builds on your existing valuation skills. Through lectures, case studies, and more, you ll explore the nuances of numerous valuation methodologies, learning when best to effectively apply each. Relevant and timely. Case studies were very helpful. VP, Accounting, Happy State Bank

6 Fundamentals of Bank Credit Analysis December 9-10 New York, NY May New York, NY 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. Understanding the Debt Capital Markets March New York, NY For professionals who work with (or in) the finance function a foundational introduction to the debt capital markets, the instruments, how they work and how they re used. Course is relevant to many sectors, including banking. An excellent intro to derivatives and how they can be used. Supervisory Financial Analyst, Federal Reserve Board of Governors Fundamentals of Derivatives for Commercial Banks June New York, NY Foundational instruction on the derivatives most frequently employed by banks and their commercial customers, their pricing and risk/return characteristics, as well as how they are used by banks and customers of the bank. Questions? Call us at

7 Darden/SNL Executive Program in Bank Financial Leadership November 4-8 Charlottesville, VA November 2014 Charlottesville, VA 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. Exceeded my expectations. It was refreshing to alternate between finance and leadership topics. SVP, Hocking Valley Bank Bank Enterprise Risk Management February 2014 Atlanta, GA May 2014 Chicago, IL Risk strategy too often focuses on business silos. This program teaches executives a whole-bank framework for avoiding or mitigating loss, encouraging early action to address emerging risks and reducing regulatory burden, increasing the value of your institution. Addresses the most critical topics facing risk managers. Past attendee, EVP and Chief Risk Officer

8 The data and tools for banking success. For 25+ years, SNL has been recognized as the gold standard for banking industry data and insight. Always the leading provider of business intelligence for money centers and regional banks, we have become an indispensable resource for community banks and credit unions as well. Continuous innovation is an SNL hallmark. We keep raising the bar in response to client feedback, giving our customers the intelligence and tools they need to succeed. SNL will help you: Understand critical business drivers like risk, customer relationships and efficiency Evaluate your performance and balance sheet ratios, relative to peers Improve your competitive intelligence and refine your pricing strategy Understand competitor branches, competitor deposits and market demographics Assess potential mergers and acquisitions Prepare for meetings with your board, investors and regulators» To learn more and request a demo, visit:

9 Executive Conferences Get access to the industry s leading experts, insights to stay ahead and peer connections from across the country. Community Bankers Conference April 9-10 Dallas, TX (pre-conference events: April 8) What are the paths to profitability and growth for commercial 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: SNL Bank M&A Symposium 2014 Dates to be announced New York, NY 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: 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 (434)

10 Company Training Solutions Keeping a whole staff well-trained in the industry s fundamentals and best practices isn t easy. We can work with you to customize the right options to help your team stay ahead of the learning curve and help your training budget go further. In-House Option: The same top-ranked training solutions enjoyed by over 20,000 attendees nationwide can be customized with your development objectives in mind and presented on a date and location of your choosing. elearning: Created by industry-leading experts, these computer-based, ondemand courses are a great way to supplement existing training programs. Group discounts and enterprise-wide licenses are available. Group Discounts: It s cheaper to bundle. If multiple members of your team want to take one of our public training courses, or attend a conference together, we can increase your savings with group discounts. Or, mix and match training options like live events and elearning modules and we can even customize a learning plan for your department. To discuss your team s specific training needs, please contact In-House Relationship Manager, Steve Kruskamp, at skruskamp@snl.com. Or, give him a call at (434) Our instructors are in demand, so act now to reserve the dates you prefer. Why Choose SNL? Experienced We have over 15 years of experience helping organizations meet their training needs. Accredited All of our programs provide CPE credits from the National Association of State Boards of Accountancy and Professional Development credit for CFA Institute members. Valuable Our programs are developed and delivered to achieve your organization s learning objectives and provide the essential skills your people need. Reliable We build relationships. Many of our clients have long-term agreements with us to help support their professional development programs year after year.

11 More Online Resources Your time is at a premium. Don t waste it sorting through web search results, trying to unearth relevant commentary, specialized training programs, or reference materials. We ve created a library of essential banking content that s constantly being updated from both SNL and other trusted industry sources. elearning: Self-paced, online courses and modules provide training in sector fundamentals (see more below) Webinars: Live and recorded roundtable discussions, featuring experts from industry, regulatory agencies, and advisory firms Expert white papers: Timely commentary and analysis, sourced from dozens of trusted providers, carefully vetted to assure relevance to your business SNL Data Dispatches: In-depth reports from SNL s industry analysts and experienced reporters, providing a comprehensive look at key issues in the banking sector Essential banking reference documents: Industry guides, glossaries and more vital information for those new to the industry, or looking for a refresher on the basics Start exploring: Note: Some content is available only to SNL subscribers. Not a subscriber yet? Get more information and a free demo: or call (866) elearning Our computer-based, interactive programs will enhance your organization s training mix. Fundamental: Explore sector basics, or learn a new industry from the ground up perfect for onboarding programs. Convenient: Learn when and where it works best for you, and progress at your own pace. Budget-friendly: Superior, low-cost content assures you a high ROI. Scalable: Ideal for training a large or geographically diverse team. Browse our complete library: For group purchases of 10+, or for information on enterprise-wide site licenses and bundled contracts, please contact Steve Kruskamp at skruskamp@snl.com.