CFE Center for Financial Education SNL Center for Financial Education
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WHO ATTENDS

Bank and Thrift Valuationis designed for:

  • Buy- and sell-side sector analysts
  • Investment banking analysts and associates
  • Financial institution analysts and executives in corporate finance or corporate development
  • Consultants & accountants who provide advisory services to financial institutions
  • Industry regulators

This program presumes familiarity with basic bank and finance concepts, as well as a working knowledge of financial institutions’ income statements and balance sheets.

Participants will need to bring a laptop computer equipped with Microsoft Excel. SNL CFE will have a limited number of laptops available for a fee should a participant be unable to bring one.


Past participating companies

Ascential Equity

Baltimore Capital Management

Bank of Stockton

Bank Resources

Barclays Capital

Boston Consulting Group

BetaMetrix

Booz, Allen & Hamilton

Boston Consulting Group

Capital One Financial Corp.

Carpenter & Company

CEO Advisory Group

Charter Financial Corp.

CIBC World Markets

Columbia Management Group

Credit Suisse

D.A. Davidson & Co

Deloitte

Denver Investment Advisors

Diamond Hill Investment Group

Duff & Phelps

Endeavour Capital Partners

EverBank

Federal Home Loan Bank of Atlanta

Federal Home Loan Bank of NY

Fidelity Managment & Reserach Co.

First Community Bancshares

First Federal Bankshares

Fox Asset Management

Fox-Pitt Kelton

Frontier Investment Management

Griffin Financial Group

Hovde Financial

Howe Barnes Hoefer & Arnet

HSBC USA

IRIS

JPMorgan Chase & Co.

Kafafian Group

Landsbanki Islands

LaSalle Bank Corporation

Luther King Capital Management

M&T Bank Corporation

Marshwinds Advisory Company

Morgan Keegan & Company

Navigant Consulting

Nomura Securities International

Office of Thrift Supervision

Old National

RBC Capital Markets

RBC Financial Group

Redfield, Blonsky & Co.

Resource America

Royal Capital Management

Smith Associates Investments

SNL Financial

St. Charles Capital

Stanford Group Company

Stevens Capital Management

Stifel, Nicolaus & Company

Templeton Investment Counsel

U.S. Bancorp

UMB Financial Corporation

Washington Mutual Bank

Wellington Management Company

William Blair & Company

CFE Contact Information
P (434) 951-7786
F (434) 984-8038
E info@snlcenter.com

One SNL Plaza
PO Box 2016
Charlottesville, VA 22902

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