• Upcoming Events

    February 5, 2015   1:30 PM - 3:00 PM  ET
    It seems that each year the NAIC revisions to their filings are more numerous and impactful. This year is no exception. Join us in our review of the significant NAIC revisions to the 2014 Annual Statement filings for LAH, P&C and Health filers.
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    February 12, 2015
    This session provides you with an introduction to the derivative products that banks and other financial institutions – as well as non-financial companies – use to manage risk.
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    February 18, 2015
    This online presentation is designed for those seeking an introduction to the Life Insurance Industry or to those who may need to review or update their familiarity with fundamental concepts.
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    February 18-19, 2015 - New York, NY
    The gold standard of energy M&A conferences -- the Symposium provides an ideal opportunity to learn from (and network with) senior executives and advisors from the most successful organizations across the industry. Join us for the latest insight on power and utility mergers and acquisitions.
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    February 19, 2015
    This session will give you a basic understanding of options, their characteristics (including exercise and settlement), how and why they’re used, risk/reward tradeoffs, the ability to construct and understand payoff profiles, and a glimpse into the theory of option pricing.
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    February 23-27, 2015 - Charlottesville, VA
    The only certificate program specifically designed to develop and expand the strategy leadership and enterprise financial skills of bank finance executives -- both current and rising. A collaborative program from SNL Financial and the University of Virginia Darden School of Business. 
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    February 24-25, 2015 - Atlanta, GA
    Understand and apply the principles of finance specific to regulated electric utilities, particularly cost of capital issues; a seminar geared to the needs of industry, finance and regulatory professionals.
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    February 24-25, 2015 - Houston, TX
    Understanding today’s U.S. electric power sector, including the smart grid, ISO markets and wholesale power transactions. Presented in partnership with PGS Energy Training.
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    February 24-25, 2015 - Houston, TX
    This comprehensive and clearly explained program is for professionals who are seeking an in-depth understanding of today's North American natural gas industry and want to be up and running to make intelligent and prudent trading and buying decisions. 
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    February 24-25, 2015 - Houston, TX
    Increasingly stringent and complex environmental regulations continue to create significant new challenges for utilities, lenders, institutional investors, regulators, end-users, natural gas & coal suppliers, and other industry participants. Join us for a detailed review of current and prospective regulations at both the federal and state levels.
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    February 25, 2015
    This live, online seminar will introduce attendees to the actuarial reserve-setting process.  In addition to learning basic actuarial terminology, attendees will be exposed to the basic tools actuary’s use to set the majority of the industry’s loss reserves.  Through examples and a case study attendees should also come away with an appreciation for the variability and subjectivity in loss reserves; learning why this exercise is truly more art than science.
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    February 26, 2015
    This session will give you an introduction to the multi-trillion dollar swap market. We’ll discuss the different types of swaps, important underlying products, how swaps are used and constructed, their risks, the various swap market players and a little insight into how they’re priced.
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    February 26-27, 2015 - Houston, TX
    This proven program is for professionals who are looking for a comprehensive and clearly explained understanding of natural gas, oil and electricity financial instruments, the markets they trade in, and how these powerful tools can be used to manage risk and structure profitable transactions.
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    February 26, 2015 - Houston, TX
    Understand the basic workings of the dynamic Texas wholesale and retail markets; how the ERCOT ISO operates; and what changes have occurred as ERCOT shifted from a "zonal" to a "nodal" or "LMP-type" form of market design and how the new market design works.
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    March 5, 2015
    This session will give you an understanding of these markets and the differences between futures, forwards and options, the characteristics of the products, how they’re used for hedging and speculation, the market participants, and how their prices are determined.
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    March 9-10, 2015 - New York, NY
    Power Valuation is a comprehensive training program that provides valuation concepts, methodologies, and applications within the energy industry. The program builds on lectures, discussion and case studies to teach you how to value individual assets as well as whole companies in the energy sector.

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    Final Date Available Soon
    REIT Board of Directors Summit
    REIT Board training is designed as a two day comprehensive summit focusing on REIT specific board training which will enable non-Real Estate directors especially; to take lessons learned from other industries and apply them to REIT governance.
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    March 10-11, 2015 - New York, NY
    A comprehensive two-day course that gives you an understanding of the importance of risk awareness in a holistic manner as opposed to a traditional silo based approach. Risk culture, transparency, the results of risk modeling, and the value of risk governance are also covered.
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    March 11-12, 2015 - Atlanta, GA
    Take advantage of this intensive two-day training dedicated to valuing banks in the current economic environment. Coursework includes lectures, case studies and hands-on modeling.
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    March 12-13, 2015 - New York, NY
    This comprehensive, interactive course will help you master the tactics of successfully working with the rating agencies, and gain many valuable insights into strategies for optimizing your ratings.
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    March 17-19, 2015 - New York, NY
    This is a fast-track consolidated course designed for participants who need to read, understand, and analyze insurance industry statutory financial reports.  A comprehensive approach takes students from insurance basics to high level financial analysis.
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    March 18-19, 2015 - Dallas-Fort Worth, TX
    This program will provide an understanding and analysis of specific investment instruments, as well as provide a wealth of ideas for optimizing your portfolio structure and returns (e.g., maximizing risk  adjusted returns).
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    March 18-19, 2015 - Chicago, IL
    An intensive, hands-on program dedicated to the intricacies of valuing REITs in today's environment.
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    March 23-24, 2015 - New York, NY
    For professionals who work with - or in - the finance function – this program provides a foundational introduction to the debt capital markets and related financial instruments.
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    April 8-9, 2015 - New York, NY
    A comprehensive seminar on reaching beyond the statutory data to assess the financial performance of P&C insurance companies.
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    April 13-14, 2015 - New York, NY
    This course is a comprehensive introductory program into evaluating assets in the midstream supply chain. We will briefly touch on production assets, as they relate to midstream, then cover gathering and processing, pipeline assets and storage in depth. We will also touch on LNG assets.
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    [Virtual] Fundamentals of P&C Statutory Accounting and Reporting provides a comprehensive understanding of the foundations of the financial statements of P&C insurers. This course is a live, online version of our traditional in-person seminar. 
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    April 15-16, 2015 - Amelia Island, FL
    What are the paths to profitability and growth for commercial banks today? Join us for discussion and networking as panels of successful community bank executives and leading strategic and financial advisors share insights and best practices on how community banks can prosper in the current environment.
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    April 21-23, 2015 - New York, NY
    In-depth instruction on the theory and tools necessary to understand and overcome the unique challenges inherent in valuing insurance carriers.
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    April 22-24, 2015 - London, UK
    This program gives you the foundational framework it takes to succeed in assessing the true status and prospects of European banks. Choose one or both sessions, depending upon your needs and experience level.
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    May 4-5, 2015 - Washington D.C.
    Focusing specifically on the bank sector, Fundamentals of Bank Credit Analysis show you how to evaluate the credit risk of depository institutions and apply that analysis to your investment, lending or acquisition decisions.
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    May 6-7, 2015 - Washington, DC
    Risk strategy too often focuses on business silos. This program teaches executives a whole-bank framework for avoiding or mitigating loss, encouraging early action to address emerging risks and reducing regulatory burden, increasing the value of your institution.
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    May 11-12, 2015 - Chicago, IL
    A deep-dive course that provides a solid understanding of the impact of financial reporting and regulatory accounting components of an electric or gas utility.
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    May 12-13, 2015 - Washington, DC
    Bank directors are being challenged as never before. Join us for a unique gathering of board directors - an opportunity for you to network and discuss the challenges of escalating compliance costs, narrowing margins, competitive challenges, as well as issues like compensation and personal liability risk.
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    May 19-20, 2015 - New York, NY
    Specialized training in evaluating insurance company credit risk so you can apply that analysis to your fixed income and equity decisions.
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    May 19-20, 2015 - Chicago, IL
    Our goal of this 2-day program is to provide analysts, investors, and managers with a methodology and a set of guidelines that will allow them to better understand the credit analysis process.  
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    June 2-4, 2015 - Chicago, IL
    P&C Accounting and Analysis is a three day fast-track course, designed for professionals with some foundational concepts already under their belts. This seminar provides the essential concepts from our two-day Statutory Accounting and Financial Analysis courses in one concentrated program.
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    June 15-16, 2015 - New York, NY
    Gain an in-depth understanding, with an emphasis on risk identification, allocation and mitigation – from a project's conception, across its entire dynamic life cycle.
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    June 23-24, 2015 - New York, NY
    A comprehensive guide to the P&C reinsurance business for analysts, investors and insurance industry professionals.
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    June 23-24, 2015 - Chicago, IL
    The only program to provide a comprehensive introduction to the REIT sector for investors, analysts and REIT financial professionals.
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    New York, NY
    An unbiased look at finance, revenues, transactions and competitive strategy in the broadcasting sector today.
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    Final dates available soon
    Join us for a comprehensive introduction to the tools you need to analyze credit risk in the power and natural gas industries – covering regulated utilities, independent power generators and competitive energy providers. Real world situations and case studies are used throughout to illustrate key concepts.
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    Final Date Available Soon
    Power Equity Investments
    Final dates available soon
    This course is an in-depth study of the mechanics of a utility or power company's equity value. Investors will learn what to look for before they act, while company staffers will learn what shareholders expect and what they can do to yield a better stock price.
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    July 14-15, 2015 - New York, NY
    A comprehensive foundational program on understanding the statutory financial filings of life insurers. It’s the essential first step towards financial analysis, credit analysis, auditing or transaction valuation in the sector.
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    July 16-17, 2015 - New York, NY
    A comprehensive seminar on reaching beyond the statutory data to assess the financial performance of life insurance companies.
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    July 27-31, 2015 - Charlottesville, VA
    Now in its 18th year, Analyst Training in the Banking Sector introduces you to the broad spectrum of topics required to analyze depository institutions in today's banking sector. As the benchmark training program for professionals who want to analyze, advise, work in or regulate banks, Analyst Training consists of two consecutive sessions. You can elect to attend either, or attend both to get the most comprehensive introduction to the banking sector you can find.
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    August 10-11, 2015 - New York, NY
    Get the comprehensive foundation you need to build a career in the power and gas sectors. You'll learn from people who work in the industry every day – from the fundamentals of the markets to financial and credit analysis to capital markets and much more.
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    Final dates available soon
    Although many companies use "plain vanilla" derivative products to manage risk, frequently the best way to match risk to payoff is to utilize more specialized contracts. This course will provide an understanding of the various structured contracts, plus you'll learn the pros and cons of each and how to evaluate the associated risks.
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    Final Date Available Soon
    Inside Bank Accounting Practices
    Final dates available soon
    This program is a deep dive into how banks account for and report their more complex operating results, giving you the knowledge and perspective to better judge their financial position.
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    September 23-24, 2015 - New York, NY
    Fundamentals of Loss Reserve Analysis is a one and one-half day course that will show you how to apply basic actuarial techniques to publicly available insurance data.
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    Final date available soon
    This live, online seminar provides a thorough overview of the P&C reinsurance industry. 
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    October 7-8, 2015 - Washington, DC
    The banking sector's gold-standard M&A gathering, featuring guidance and insight on mergers and acquisitions, the strategic issues facing the industry and what's to come from senior executives, policy makers and Wall Street professionals.
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    October 14-15, 2015 - New York, NY
    The flagship M&A gathering in the insurance space, with perspectives from senior executives, policy makers and Wall Street professionals on the strategic and tactical issues currently surrounding insurance carrier mergers and acquisitions.
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    November 4-5, 2015 - New York, NY
    Join executives from brokerages, carriers, strategic advisors and financiers for discussions on key issues, projections for growth and transactions in the sector, plus workshops on perpetuation and M&A strategy.
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    Final Date Available Soon
    Power Risk Analysis Workshop
    Final dates available soon
     If your work involves modeling risk scenarios – or making recommendations based on modeled scenarios – raise your game with this two-day workshop on quantitative methodologies and hedging strategies for the power sector.
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    Final dates available soon.
    Life Statutory Accounting and Reporting is an introductory live, online course that provides comprehensive foundational understanding of the financial statements of life insurers
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    Final dates available soon - Washington, DC
    Join us as we gather experts from across the industry to examine and discuss the best emerging strategies for more favorable orders and decisions. It's an always-topical, highly relevant conference that will give you the actionable insight you need to optimize your future plans.
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    Final Date Available Soon
    P&C Reinsurance Accounting
    Final dates available soon
    An in-depth study of all P&C reinsurance transactional accounting techniques. Includes hands-on exercises and case studies, providing skills you can put to immediate use.
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    December 15-16, 2015 - New York, NY
    A comprehensive foundational program on reading and understanding the statutory financial filings of P&C insurers. It’s the essential first step towards financial analysis, credit analysis, auditing or transaction valuation in the sector.
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    American Association of Bank Directors American Association of Bank Directors

    AABD's mission is to provide bank and savings institution directors the resources with which to serve their institutions effectively and in a manner that will minimize risk of personal liability, and to represent their interests before federal and state legislative bodies, banking supervisory agencies and judicial bodies.



    Crowe Horwath LLP Crowe Horwath LLP
    Crowe Horwath LLP is one of the largest public accounting and consulting firms in the United States. Under its core purpose of "Building Value with Values," Crowe assists public and private company clients in reaching their goals through audit, tax, advisory, risk and performance services.  With offices coast to coast and 2,500 personnel, Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Horwath International, one of the largest networks in the world. The network consists of 150 independent accounting and management consulting firms with offices in more than 580 cities around the world.
    Elavon Financial Institution Solutions Elavon Financial Institution Solutions

    Elavon Financial Institution Solutions is a leading service provider to banks and credit unions. Through partnership and strategic consultation, we work to ensure that our customers have the right products and services to compete in their markets and ensure that they maximize profit, mitigate risk and achieve their full business potential.

    We are a division of U.S. Bank. Our customers benefit from the experience and resources of a large bank, including compliance and legal experts dedicated to providing solutions in which our customers can be confident. These programs enable our customers to offer best-in-class products and services to their customers

    We also publish The Exchange, an online destination for financial institution leaders that presents best practices and strategic thought leadership from subject matter experts, industry influencers and financial institution executives.

    Meyer-Chatfield Meyer-Chatfield
    The Meyer-Chatfield family of companies (MC) is comprised of Meyer-Chatfield Corp, Meyer-Chatfield Compensation Advisors (MCCA) and Meyer-Chatfield Administrative Services (MCAS).

    Meyer-Chatfield Corporation
    Since 1992, Meyer-Chatfield has served community and regional financial institutions across the United States with products, services, consultation and administration. We currently have 250 clients throughout 42 states and have placed over $3 billion in BOLI and COLI. Our professionals have extensive BOLI and benefits experience and include bankers, actuaries, and investment experts.We are consideredleaders in BOLI / COLI / CUOLI, plan administration, and executive compensation.

    Meyer-Chatfield Compensation Advisors (MCCA)
    Our affiliate Meyer-Chatfield Compensation Advisors (MCCA) is a leading bank compensation consulting company, providing relevant and innovative solutions for financial institutions nationwide. Through MCCA, we offer an exclusive and proprietary Supplemental Executive Retirement Plan (SERP) product -- Lifetime Income Nonqualified Solution (LINQS+). LINQS+ is the most efficient SERP design available, decreasing the cost of such plans up to 60 percent while creating an exceptionally strong retention tool by providing an enhanced lifetime benefit to critical executives.

    Meyer-Chatfield Administrative Services (MCAS)
    For more than 15 years Meyer-Chatfield Administrative Services continues to provide comprehensive servicing to BOLI / COLI and benefit plans for all our clients. The Meyer-Chatfield call center, in conjunction with our online portal, allows convenient report generation and data gathering. Our integrity, strong insurance carrier and regulatory relationships, (combined with independence from any agent and / or carrier), make Meyer-Chatfield a natural ally for community and regional banks and credit unions.