- Investment banking analysts, associates
- Corporate development professionals
- Investor relations professionals
- Credit union analysts and associates
- Private equity investors
- Banking regulators and staff
- Advisors to financial institutions
- Buy- and sell-side sector analysts
- Credit analysts
- Bank and credit union corporate finance professionals
Frequently Asked Questions
Can credit unions attend this program?
Absolutely. This program is open to anyone who works with or for any type of depository institution. Materials assume an understanding of basic depository institution accounting and finance concepts, and presumes a working knowledge of financial institutions' income statements and balance sheets.
What is the dress code?
Do I need a laptop?
Participants will need to bring a laptop computer equipped with Microsoft Excel.
Is there required pre-reading?
While there is no required pre-reading, we do send case study materials electronically in advance of the class. These are generally financial highlights, investor presentation, and SEC filling excerpts of the caset study subject banks, intended to familiarize you with the their fundamentals (size, geography, strategy, financial performance, etc.). Feel free to show up "cold;" however, participant familiarity with these banks' fundamentals prior to class allows the instructor to spend less time summarizing the basics and more time discussing nuanced issues.
What is the cancellation policy?
Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit. Attendee substitutions from the same company may be made at any time.
In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee. "No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee.
The Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. The Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. The Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation.
In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, the Knowledge Center will refund the registrant's tuition in full, however the Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding the Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.
Registrant, as an individual person attending the Knowledge Center conference, seminar, or other program, hereby grants permission to the Knowledge Center to use and publish his or her image, likeness, or testimonials collected in connection with the program for advertising and trade purposes in connection with the Knowledge Center’s conferences, instructional, and/or marketing activities.
What happened to the SNL Knowledge Center name?
You're in the right place. SNL Knowledge Center was part of SNL Financial, which was purchased by McGraw Hill Financial Inc. in 2015. This April, McGraw Hill Financial -- whose businesses include S&P Dow Jones Indices, S&P Ratings, Platts, and S&P Capital IQ -- changed its name to S&P Global. SNL Financial and S&P Capital IQ were united to be S&P Global Market Intelligence, a division of S&P Global.
We are the Knowledge Center and we continue to bring you essential insights through executive conferences and expert training on behalf of S&P Global Market Intelligence. We remain focused on providing the most timely and relevant content to answer your questions, and draw on even more data, analytics, and sector intelligence from the larger company.