Analyst Training in the Bank Sector

June 22-24, 2011

Now in its 14th year, Analyst Training in the Bank Sector introduces you to the broad spectrum of topics required to analyze depository institutions in today's complex financial services sector. It is the benchmark training program for professionals who want to develop a more comprehensive perspective in order to analyze, advise, work in or regulate financial institutions.

Fundamental changes are taking place within the bank sector. New regulatory constructs, shifts in investor focus, and capital and liquidity challenges all mean banks and insurers will continue to be among the most challenging businesses to analyze. Analyst Training in the Bank Sector gives you the foundational knowledge you need to apply the proper lenses to these complex sectors.

The program puts you in a post-graduate learning environment led by a hand-picked faculty of industry professionals, experienced practitioners and leading academics. Coursework combines lectures, discussions and case studies to give you the benefit of multiple perspectives for a broader education.

Topics include:

• The fundamental earnings metrics, valuation multiples and accounting adjustments used in analyzing the financial statements of banks
• Introduction to the use of valuation techniques and analytical tools
• Identifying and assessing the key economic and competitive forces affecting the sectors
• Strategies for accessing capital markets and managing capital and their implications for a financial institution

In addition, Analyst Training provides opportunities to meet and talk with colleagues from across the financial services industry in a variety of settings.

This program presumes familiarity with basic accounting and finance concepts, including financial ratios and discounted cash flow analysis. Prior to the program, participants will receive materials for the program case studies as well as reading for participants who are new to the sector.