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May 24-25, 2011

Charlotte, North Carolina

Note: Registration for this program will open soon. To receive notice as soon as the class opens,  please click here.

The need for credible, independent judgment on the solvency and creditworthiness of banks and thrifts has never been greater.

Over the course of two days, Fundamentals of Bank Credit Analysis shows you how to evaluate a bank’s credit risk and then apply that analysis to your investment, lending and acquisition decisions.

Through lectures, complimentary case studies and hands-on analysis, you'll learn the time-tested quantitative and qualitative framework needed to examine all relevant risk factors.

Don't delay in registering. Class size is limited to 30 participants for an optimal learning experience.

Topics include:

• Making qualitative and quantitative assessments of a financial institution using a CAMELS + Risk Management framework
• Evaluating management actions and their impact on the firm's performance
• Measuring the credit risk inherent in the bank’s loan book, investment portfolio, and counterparty relationships
• Evaluating the sources and quality of funds underlying key liquidity ratios
• Determining the quality and adequacy of bank capital through capital ratios analyses
• Perspective on the bank regulatory environment and its influence on future performance
• Synthesizing your analysis to separate strong institutions from those with deteriorating credit

Attendees will leave the program with:

• The ability to evaluate key financial results, ratios and trends, and incorporate these into your analysis
• An understanding of the bank regulatory environment and its influence on management decision making
• The ability to analyze the key components of capital (including regulatory), both in the current environment and under stress scenarios
• An understanding of the role and approach of ratings agencies
• Experience assessing the quality of a bank’s asset portfolio, including practice performing a burn-down analysis
• Insight into an institution’s liquidity position and what its sources of funding imply about potential events

This program presumes familiarity with basic bank accounting and finance concepts, as well as a working knowledge of financial institutions’ income statements and balance sheets. Intermediate spreadsheet skills are also necessary.

Participants will need to bring a laptop computer equipped with Microsoft Excel. If you need a laptop provided at the venue, we can arrange a rental for you in advance. Please contact us.
CFE Contact Information
P +1 434-951-7786
F +1 434-984-8038
E info@snlcenter.com

One SNL Plaza
PO Box 2016
Charlottesville, Virginia
22902
USA
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