Analyst Training in the Banking SectorSeptember 10–12, 2018 | Washington, D.C.

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Produced by the Knowledge Center, expert training from S&P Global Market Intelligence

Lay a foundation you can build on throughout your banking career with S&P Global Market Intelligence’s Analyst Training in the Banking Sector. More than 1,000 banking professionals have trusted our curriculum and instructors to start them on a path towards success in the industry.

You’ll gain the foundational knowledge you need to produce credible analyses of regulated depository institutions. In a postgraduate learning environment, our faculty of banking practitioners will guide you through evaluating a depository institution’s performance relative to its peers, techniques to gain insight on the story behind the numbers through key ratio analysis and financial statement analysis, and much more.

You’ll return to the office with:

– Knowledge to recognize and assess the key economic and competitive forces affecting the banking sector.

– Experience in analyzing bank financial statements to identify key sources of opportunity and risk.

– Ability to identify and understand the sector’s fundamental performance ratios.

– An understanding of loan portfolio evaluation and analytics.

– Experience in recognizing strategies for accessing capital markets, managing capital, and assessing implications for a financial institution.

– Bank valuation techniques and tools and the practice of applying those tools to real world cases.

– Insight into the equity analyst perspective on the banking industry, bank performance and relative valuation.

About

AgendaMonday, September 102:00-5:00 p.m. Optional Product Training

Join us for an optional training session on the S&P Global Market Intelligence banking solutions lead by a product expert. Please see our website for a detailed agenda.

Tuesday, September 118:30 a.m. Financial Statement Analysis Part I

10:30 a.m. Refreshment Break

10:45 a.m. Accessing & Managing Capital

12:00 p.m. Lunch

1:00 p.m. Current Trends in Bank Valuation and M&A

2:15 p.m. Evaluating Macroeconomic Trends

3:30 p.m. Refreshment Break

3:45 p.m. Financial Statement Analysis, Part II

5:00 p.m. Day One Concludes

Wednesday, September 128:30 a.m.

10:00 a.m.

10:15 a.m.

11:45 a.m.

12:45 p.m.

1:45 p.m.

3:00 p.m.

5:00 p.m.

Assessing Interest Rate Risk

Refreshment Break

Evaluating the Loan Portfolio

Banking Regulatory Outlook

Lunch

Bank Valuation from an Equity Analyst's Perspective

Case Study

Program Concludes

Agenda subject to change. Please visit spglobal.com/BAT for the latest information.

SpeakersPaul Miller Former Managing Director & Head of Financial Institutions Research, FBR Capital Markets

Bill Nayda, PhD Principal, Second Pillar Consulting

Christopher Olsen, Managing Partner, Olsen Palmer

Jon Walls Co-Founder / Sr. Consultant Principle Management Consulting

Details and RegistrationWhen and WhereSept. 10–12, 2018 FHI 360 Conference Center 1825 Connecticut Ave NW, 8th Floor Washington, DC 20009

Who attends- Investment banking analysts and associates

- Equity and fixed income analysts and associates

- Corporate finance, treasury, financial management, corporate developmentand investor relations professionals at banking institutions

- Regulatory professionals, lawyers, accounting and consulting associates whoadvise bank clients

Pricing: $1,995

How to Registerspglobal.com/BAT or (888) 991-7786

Professional Development CreditsContinuing Education Credits: CPE Credits — Up to 16.5 hours

More details online at spglobal.com/BAT