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Analyst Training in the Banking Sector
New York, NY
Convene, 101 Park Avenue, New York, New York
Produced by the Knowledge Center, expert training from S&P Global Market Intelligence
LAY A FOUNDATION YOU CAN BUILD ON: For two decades, Analyst Training in the Banking Sector has been the go-to survey course for banking industry professionals. This course delivers high quality, relevant content to those pursuing a career at a bank or credit union, or as an analyst, adviser, or regulator in the industry.
EXPLORE ESSENTIAL ANALYTICS CONCEPTS IN THE BANKING SECTOR: This two-day program will provide the foundational knowledge you need to produce credible analyses of regulated depository institutions. You'll learn to evaluate a depository institution's performance relative to its peers, gain insight on the story behind the numbers through key ratio analysis and financial statement analysis, and much more.
LEARN FROM EXPERIENCED INSTRUCTORS: An independent faculty of veteran banking practitioners leads a mixed format program that includes educational lectures, presentations, class discussions, and case studies to gain hands-on training and diverse perspectives on the sector.
SKILLS YOU’LL RETURN TO THE OFFICE WITH:
Nuanced understanding of key economic and competitive forces that drive the banking sector.
Experience in analyzing depository institution balance sheets and income 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, including impact on performance and spotting potential red flags.
Strategies and tactics for accessing capital markets and capital management, as well as their strategic, performance, reputational, and other implications for financial institutions.
Practical application of various equity and enterprise valuation methods
Bill Nayda, PhDPrincipal, Second Pillar Consulting
Dr. Bill Nayda and his team assist banks with risk management initiatives including: 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. Full Bio
Dr. Bill Nayda and his team assist banks with risk management initiatives including: 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. During the financial crisis, the firm was instrumental in working with several of the newly formed BHC's to become regulated banks. Clients range from top-5 banks to regional and community institutions. The firm has a focus on education, working with boards and management to help them better understand and own the bank's risk. SPC consultants frequently publish in the area of risk management and are interviewed and quoted in many banking periodicals. Mr. Nayda's almost 20 years of banking and insurance experience is focused on risk management, regulatory compliance, corporate governance and structure, and risk-based pricing. Prior to founding Second Pillar Consulting, he spent ten years at Capital One overseeing balance sheet strategy, economic capital, regulatory relations and pricing models. He has also helped model and manage enterprise risk at Travelers companies and Allied Irish Bank's U.S. subsidiary. He received his Ph.D. in Economics from Texas A&M University and his B.A. in Economics from Rutgers University. While at Texas A&M, Mr. Nayda conducted economic research into the impacts of global warming under Bruce McCarl who was a recipient of the Nobel Peace Prize for his research on climate change. Minimize
Stuart PlesserSenior Director and Analyst, Financial Services, S&P Global Ratings
Stuart Plesser is a Senior Director in the North American Financial Institutions Ratings Team. Full Bio
Stuart Plesser is a Senior Director in the North American Financial Institutions Ratings Team. Stuart serves as a Sector Lead on the banking team and covers large complex bank credits and comments regularly on developments in the banking industry. In addition, he heads an internal global banking team, focusing on harmonizing ratings and analytics for large complex global credits.
Stuart joined S&P in 2006 as an equity analyst covering the banking industry and was awarded Best on the Street by the Wall Street Journal for stock selection in 2008 and 2009.
Stuart received a B.A. in Economics from the University of Michigan and an MBA in Finance from the N.Y.U. Stern School of Business. Minimize
Richard B. Trauger, Jr.Managing Director, The Kafafian Group
Mr. Trauger is primarily responsible for strategic planning, capital planning and stress testing, customer statistical analysis and visualization, and financial analytics and modeling for The Kafafian Group’s (TFG) financial institution clients. Full Bio
Mr. Trauger is primarily responsible for strategic planning, capital planning and stress testing, customer statistical analysis and visualization, and financial analytics and modeling for The Kafafian Group’s (TFG) financial institution clients. During his 30-year career in financial services, Mr. Trauger has successfully complete over three dozen merger and acquisition, capital market, and financial advisory assignments for financial institutions, with an aggregate transaction value of approximately $2.6 billion.
In addition to client facing assignments, Mr. Trauger’s subject matter expertise is in demand as an instructor and expert witness. Mr. Trauger developed the curriculum for and taught Advanced Topics in Bank Valuation, an SNL Financial, L.C. (now S&P Global Market Intelligence) professional seminar. He is also a faculty member at the American Bankers Association Stonier Graduate School of Banking, the Pennsylvania Bankers Association School of Banking and Advanced School of Banking.
Early in his career, Mr. Trauger was a financial analyst with Dauphin Deposit Corporation (now M&T Bank Corporation) before becoming an investment banker with Tucker Anthony Sutro Capital Markets (now RBC Capital Markets).
Rich holds an undergraduate degree from Penn State University (Harrisburg) and the license of Certified Public Accountant in the Commonwealth of Pennsylvania. His professional designations include Chartered Global Management Accountant (CGMA®), Certified Valuation Analyst (CVA®), CERTIFIED FINANCIAL PLANNERTM (CFP®), and Chartered Financial Consultant (ChFC®). Mr. Trauger is eligible to sit for the Level III exam as administered by the CFA Institute.
Mr. Trauger is a certified barbeque judge and table captain as sanctioned by the Kansas City Barbeque Society. Minimize
Jon WallsInstructor for S&P Global Market Intelligence and Principal, PREv2 Bank Advisory, LLC
Jon developed his expertise in the field of bank valuation during his 8 year tenure in the Investment Banking division of Lehman Brothers where he served as a Senior Vice President in its Financial Institutions Group. He has extensive expertise in M&A as well as debt and equity financing. Full Bio
Jon developed his expertise in the field of bank valuation during his 8 year tenure in the Investment Banking division of Lehman Brothers where he served as a Senior Vice President in its Financial Institutions Group. He has extensive expertise in M&A as well as debt and equity financing. In addition, Jon possesses an in-depth understanding of valuing, structuring, negotiating and executing complex transactions for financial institutions. Mr. Walls is currently co-founder of a Bank M&A advisory boutique and conducts certain private equity investments activities. Prior to that he served as Chief Investment Officer and acting Chief Financial Officer for a mid-sized California-based mortgage lender, where he was responsible for managing a pool of investment funds and for the overall administration of the company’s finance and accounting operations. Jon has also taught business classes as a guest lecturer at the University of California at Irvine and recently received a Commendation from the State of California for his role as instructor of a business leadership program.Jon earned an MBA with an emphasis on finance from the Harvard Graduate School of Business and a JD, cum laude, with an emphasis on Taxation from Harvard Law School. Previously, he had earned his BA from Yale University. Minimize
By registering for the S&P Global Market Intelligence ("SPGMI", "our") program, you agree to the following Program Conditions and Refund Terms.
SPGMI, its affiliates, and third-party providers offer these programs with the understanding that SPGMI is not providing any professional advice and assumes no liability whatsoever in connection with the use of its materials. SPGMI reserves the right to (i) make portions of the program registration information available to program sponsors; and (ii) to cancel or change programs, content, speakers or venues at any time. Full payment must be received by SPGMI prior to the start of the program. Attendee substitutions from the same company may be made at any time; however, SPGMI reserves the right to decline registrants at any time for any reason.
SPGMI offers a tiered cancellation plan. These Refund Terms set forth the conditions for when you may be eligible to receive a refund, which generally is the program fee less an administrative fee. SPGMI will not be held liable for any costs incurred by registrant due to individual registration cancellation.
You may be eligible to receive a full or partial refund if the following conditions apply:
a. Full Refund: In the event that a program is cancelled due to inclement weather, faculty cancellation or force majeure, SPGMI will refund the registrant's tuition in full, however SPGMI will not be liable for incidental or consequential out of pocket expenses incurred by registrants.
b. Partial Refund: If you cancel ten business days or more prior to the start of the program, you will receive a refund of the program fee less a $150 administrative fee.
You may not receive a refund if the following conditions apply:
a. No Refund: You are responsible for the full program fee if any of the following conditions apply:
• No Shows: If you do not attend the program, you are responsible for the full program fee and will not receive a refund. • Late Cancellation: If you cancel fewer than ten (10) business days before the start of the program, you are responsible for the full program fee and will not receive a refund. • Those who cancel within ten (10) business days of the program and have registered under the Invoice option remain liable for the full program fee.
Yes. Prior to the program, participants who have paid their registration fee in full will receive advance reading materials. We encourage you to thoughtfully review these materials prior to the start of the program.
Participants who complete this program qualify for up to 16.5 hours of CPE credit (Specialized Knowledge and Applications). Program Level: Intermediate. Delivery Method: Group-based internet. Knowledge Center is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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