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Darden/SNL Executive Program in Bank Financial Leadership - February 2013  -  February 11-15, 2013

4:00 pm

DAY ONE - Monday, February 11

  • Registration opens
6:30 pm

Welcome Dinner

  • Faculty introductions
  • Learning team assignments
7:45 am

DAY TWO - Tuesday, February 12

8:00 am

The Strategic Decisions Facing Bank Executives

  • Evaluating acquisitions and divestitures
  • Implementing effective risk management
  • Managing capital and liquidity
  • Addressing regulatory expectations
9:30 am

Break and Learning Teams

10:30 am

What Is Strategy and How Does It Drive Success?

  • Starting point: create or acquire
  • Succeeding in a competitive market
12:00 pm

Lunch

1:00 pm

Learning Teams

1:45 pm

Strategy and the Competitive Environment

  • Conducting analysis from the inside looking out
  • Proven tools for industry and competitive analyses
  • Moving from tactical to strategic thinking
3:30 pm

Preparing For and Executing a Bank Transaction

  • Positioning for acquisition
  • Identifying targets that create value
  • Preparing for and completing due diligence
  • Determining and negotiating price
  • Closing and effectively integrating
6:00 pm

Reception

6:30 pm

Dinner

7:45 am

DAY THREE - Wednesday, February 13

8:00 am

What is Your Bank Worth and How Do You Improve It?

  • General valuation concepts
  • The significant metrics used to measure value
  • Traditional valuation methodologies
9:30 am

Break and Learning Teams

10:30 am

Creating Value Through Enterprise Risk Management

  • Purpose, incorporating risk into the bank's strategy
  • Governance, Board and management oversight: how to own risk
  • Defining a risk appetite
  • Measurement, monitoring and reporting: using ERM to increase shareholder value
12:00 pm

Lunch

1:00 pm

Learning Teams

1:45 pm

Capital and the Capital Markets

  • Capital requirements and the impact of Dodd-Frank and Basel III
  • TARP, SBLF and TARP repayment
  • Overview of the current debt and equity markets for banks
  • Capital raising strategies
3:30 pm

Creating and leading high-performance teams

  • Effective delegation
  • Fostering collaboration
  • Empowering innovation
6:00 pm

Reception

6:30 pm

Dinner

7:45 am

DAY FOUR - Thursday, February 14

8:00 am

Managing Interest Rate and Liquidity Risk

  • Measuring and managing interest rate risk
  • Financial instruments and their usefulness
  • Balance sheet strategies in a rising rate environment
  • Core deposits, other liabilities and the cost of funds
10:30 am

Achieving Corporate Coherence

  • From strategy to decision-making
  • Constructing relevant cash flows and assumptions
  • Assessing the impact on the balance sheet and operations
12:00 pm

Lunch

1:00 pm

Learning Teams

1:45 pm

The Strategic Importance of Bank Capital

  • "Optimal" capital structures and methods to bolster capital levels
  • The role of capital in acquisitions and organic growth
3:30 pm

Becoming an Outstanding Leader

  • Forming a leadership perspective
  • The multiple roles of a leader
  • The relationship between leadership, strategy and leading change
6:00 pm

Reception

6:30 pm

Dinner

7:45 am

DAY FIVE - Friday, February 15

8:00 am

Effectively Managing a Bank's Risks

  • The importance of capital and liquidity
  • Managing and reducing exposure to uncertainty
9:45 am

Scenario Workshop

  • Defining appropriate scenarios
  • Making sense of the results
  • Turning results into action
11:30 am

Evaluation and Graduation

12:00 pm

Optional Lunch

1:00 pm

Program Concludes

George (Yiorgos) Allayannis, PhD
Professor of Business Administration and Associate Dean for Global MBA for Executives, Darden School of Business

Professor Allayannis has taught in the First Year Finance program and elective courses in Portfolio, Valuation, and Financial Institutions and Markets as well as in programs in Darden's Executive Education, the CFA Institute, SNL Financial and the World Bank.

 His primary research focus is on corporate risk management, exchange-rate risk, capital structure and corporate financial policies. Specifically, his work examines the impact of financial and operational risk management on firm valuation and risk, the valuation implications of cash flow volatility, and the determinants and evolution of a firm's exchange-rate risk.  His recent work explores capital structure and liquidity as a way to manage risk and improve value, corporate governance, and earnings management.  His research has been published in leading finance journals, such as the Journal of Finance, Journal of Financial Economics and Review of Financial Studies. He was the recipient of: the University of Virginia Alumni Association Distinguished Professor Award in 2011; the Outstanding Faculty Award in 2002, 2009, 2010 and 2012; was elected Faculty Marshal by the graduating classes of 2002, 2004, 2005, 2009, 2010 and 2012; and was the recipient of the Wachovia Award for Research Excellence in 2002 for his article on corporate risk management and its impact on firm value. 

 Between 2005 and 2007, Allayannis was a director in Citigroup’s Global Financial Strategy Group in the Investment Banking Division. He worked extensively with clients in the financial institutions and industrials sectors advising on a broad range of issues such as capital structure, credit ratings, capital distribution policies, valuation and risk management. He was involved in several strategic and financing transactions. Allayannis also published several Citigroup reports on risk management in emerging markets, the impact of energy prices on corporate financial strategies and the value creation of divestitures in the financial services sector.

 
Martin N. Davidson, PhD
Professor of Business Administration, Darden School of Business

Professor of Leadership and Organizational Behavior Martin Davidson teaches, conducts research, and consults with global leaders on how they can use diversity strategically to generate superior business performance. His research on the impact of culture and ethnicity on career development and on conflict management appears in top managerial and academic publications including Harvard Business Review, Administrative Science Quarterly, Research on Negotiation in Organizations, Journal of Personality, Review of Educational Research, The Industrial-Organizational Psychologist and the International Journal of Conflict Management. He has also conducted research on four continents identifying the critical competencies for managing effectively across national boundaries. Executive summaries of Davidson’s academic journal articles and book chapter contributions may be viewed on his website, www.leveragingdifference.com/research-articles/.

His new book, “The End of Diversity as We Know It: Why Diversity Efforts Fail and How Leveraging Difference Can Succeed,” introduces a research-driven roadmap to help leaders more effectively create and capitalize on diverse and inclusive organizations.   

In addition to teaching leadership in Darden’s MBA and Executive Education programs, he consults with a host of Fortune 500 firms, government agencies and social profit organizations. He has served as Associate Dean and Chief Diversity Officer for the Darden School, and as the national chair of the Gender and Diversity in Organizations Division of the Academy of Management. Davidson has been featured in numerous media outlets including the New York Times, BusinessWeek, the Wall Street Journal, the Washington Post, and National Public Radio. He has been a member of the Darden faculty since 1998. Previously, he was a member of the faculty of the Tuck School of Business at Dartmouth College. For more information on Martin N. Davidson, his current and developing work and to view his weekly blog, “In My Opinion,” visit www.leveragingdifference.com. 

Al Glowasky
Managing Director, Sandler O'Neill + Partners, L.P.
   
Scott Hildenbrand
Managing Director, Sandler O'Neill + Partners, L.P.

Mr. Hildenbrand currently heads the Balance Sheet Analysis and Strategy group, working with bank clients on balance sheet management. He previously spent two years on the Interest Rate Products desk, with a particular focus on interest rate risk hedging using structured wholesale funding and derivatives. He spent his first four years at the firm in the asset/liability management group.

Jim Mabry
Managing Director, Keefe, Bruyette & Woods, Inc.
Mr. Mabry is Managing Director and Manager of the Keefe, Bruyette & Woods, Inc. office in Richmond, Virginia. There he is responsible for directing the firm's investment banking activities in the Southeastern U.S. Mr. Mabry began his career at First Union National Bank in Charlotte, N.C. in 1979. In 1983 he joined Keefe, Bruyette & Woods in New York, NY where he developed merger and acquisition and capital markets business for the firm.

In 1991 he joined Wheat First Securities in Richmond, Virginia and later became manager of the corporate finance department. After the firm's merger with First Union Securities (now Wachovia Securities) in 1998, Mr. Mabry became co-head of corporate finance for Wachovia Securities. Mr. Mabry rejoined Keefe, Bruyette & Woods in 2000. Mr. Mabry received his B.A. from UNC-Charlotte and an M.B.A. from UNC-Chapel Hill.

Shawn M. Ryan, CFA
Director, SNL Knowledge Center

Mr. Ryan is a former bank finance executive, with 15-years of experience in a variety of corporate finance roles with specific expertise in strategic financial planning and analysis, financial controls and governance, and consumer credit risk management. He joined SNL Knowledge Center in 2009. SNL Knowledge Center is a professional training and development firm, focused on delivering financial knowledge and skills to the banking, insurance, energy, real estate and media industries.

Mr. Ryan's specialties include corporate management (strategic planning, new business development, employee development, customer service), financial management (consumer lending, risk management, financial planning and analysis) and professional development (curriculum design and development, leadership). He is also a CFA charter holder.

S. (Venkat) Venkataraman, PhD
MasterCard Professor of Business Administration and Senior Associate Dean for Faculty and Research, Darden School of Business

Sankaran Venkataraman (“Venkat”) is the MasterCard Professor of Business Administration and Senior Associate Dean for Faculty and Research at the Darden Graduate School of Business Administration, University of Virginia. He is a member of the Strategy, Entrepreneurship and Ethics area at Darden and teaches MBA and executive level courses in strategy, entrepreneurship, and ethics.  He is an internationally renowned scholar and educator in the field of entrepreneurship.  He has published extensively and has lectured around the world. He has earned the “Outstanding Faculty Award” at Darden and was voted the “Most Popular Professor” at Business Week Online based on a poll of Darden students. The Academy of Management, the largest professional body of management educators in the world, has recognized his research by awarding him the inaugural IDEA award for Foundational Research in entrepreneurship and in 2010, the Academy of Management Review, a leading journal of the academy, cited one of his papers as the most influential in the past decade from among the papers published in that journal.  

As a corporate planning executive in a major Indian firm, he was a part of a founding team that created and developed a highly successful new business venture. He consults with Fortune 500 firms as well as several small companies. He facilitates strategy discussion for firms and is advisor to firms, universities and government organizations. He has been a speaker for and advisor to the Entrepreneurial Forum, a program of the International Trade Administration of the U.S. Department of Commerce aimed at promoting trade through entrepreneurship around the world.  He is a faculty in numerous executive education programs at Darden and the Indian School of Business, and is on the faculty team of The Executive Program.  

Venkat was the first holder of the Bruggeman Distinguished Chair at Rensselaer Polytechnic Institute, and, from 1989 to 1995, he was Paul Yeakel Term Assistant Professor of Management at the Wharton School. He received his MA in Economics from the Birla Institute of Technology and Science, Pilani, India; his MBA from the Indian Institute of Management (Calcutta); and his PhD from the University of Minnesota.

Event Date:
February 11-15, 2013
Event Location:
University of Virginia Darden School of Business
100 Darden Boulevard
Charlottesville, VA, US
Registration Fee:
$6,995 

Your registration fee covers all course materials, all meals, and private room accommodation at the Inn at Darden.

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Participant profile

Participants in Bank Financial Leadership have significant experience and financial responsibilities within banking institutions. Typically they are CFOs or high-potential professionals on the CFO track from these departments

  • Accounting

  • Corporate development

  • Corporate finance

  • Corporate planning and analysis

  • Investor relations

  • Treasury

 

    Event Date:
    February 11-15, 2013
    Venue:
    University of Virginia Darden School of Business
    100 Darden Boulevard
    Charlottesville, VA, US
    Phone:
    (434) 924-3900
    Website:
    http://www.darden.virginia.edu/web/Executive-Education/

    All classes of the Bank Financial Leadership Program  are held on the grounds of the University of Virginia Darden School of Business in Charlottesville, Virginia.

    In addition to convenient access from Interstates 64 and 95, Charlottesville is accessible via air and Amtrak. Often, the most attractive travel option is to fly into Richmond International Airport (RIC) and make the 75-minute drive to Charlottesville. Other airport options include Dulles International Airport (2-hour drive) and Reagan National Airport (3-hours).

    The Charlottesville-Albemarle Airport (CHO) is served by American, Delta, United and US Airways with non-stop flights to and from New York/LaGuardia, Philadelphia, Charlotte, Chicago, Washington/Dulles, and Atlanta.

    In addition, Amtrak serves Charlottesville, making travel by train an option for participants along the East Coast.

    Accommodations:

    Please Note: Your registration fee includes your accommodations, all meals on-grounds, and Tuesday night's group dinner on the town.

    Participants in the Bank Financial Leadership Program stay in private rooms at the Inn at Darden, located on grounds directly across from the classrooms. Your accommodations at the Inn include private bath, cable TV, voicemail, Wi-Fi and high-speed Internet access.

    Also at the Inn, you'll find a fully-equipped exercise room, recreation room and small-group discussion rooms connected to Darden's video and computer networks. In addition, you'll have full use of the Darden library, access to the wealth of information you would expect from the library of one of the world's top graduate business schools.

    Meals are served in the Abbott Center dining facility directly across from the Inn. Darden consistently achieves top five ranking globally for food, accommodations and facilities, an important addition to your overall educational experience


    CFA Institute
    25.5 Professional Development credit hours
    Participants attending the entire program are eligible for 25.5 PD credit hours as granted by CFA Institute. SNL Knowledge Center is registered with CFA Institute as an Approved Provider of professional development programs.
    National Association of State Boards of Accountancy
    31 hours of CPE Credit
    Participants attending the Executive Program in Bank Financial Leadership qualify for 31 CPE credit hours (Overview, Professional Growth). Program Level: Intermediate, Update. Delivery Method: Group-Live. SNL 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

    Are accommodations included?
    Yes. Your registrion includes a private room at the Inn at Darden, located on grounds, directly across from the classrooms. Your accommodation include private bath, cable TV, voicemail, Wi-Fi and high-speed Internet access.

    Also at the Inn, you'll find a fully-equipped exercise room, recreation room and small-group discussion rooms connected to Darden's video and computer networks.

    In addition, you'll have full use of the Darden library, giving you access to the wealth of information you would expect from the library of one of the world's top graduate business schools.

    Additional information about accommodations can be found under the "Venue and Accommodations" tab at left.

    Are meals included too?
    Yes. Breakfast, lunch and dinner are served at the Abbott Center dining facility adjacent to the classroom building. Darden consistently achieves top five ranking globally for food, accommodations and facilities, an important part of your overall experience.
    Naturally, any meals you choose to eat off-grounds are not covered. However, on Tuesday night, there is a group dinner on the town, courtesy of SNL Financial.

    When should I arrive? What time will I be leaving?
    The program begins with a reception and dinner Monday evening. While the exact time is still to be determined, you should plan on checking in by late afternoon
    The final day concludes at 1:00 p.m.

    Is there a dress code?
    While the learning atmosphere is intense, the dress style is casual. Dress appropriately for your peers.

    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 SNL CFE 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.
    SNL Center for Financial Education reserves the right to cancel/change programs, content, speakers or venue at any time. 

    SNL CFE reserves the right to make portions of the program registration information available to program sponsors. SNL CFE 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, CFE will refund the registrant's tuition in full, however CFE will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding SNL CFE's refund, complaint or program cancellation policy, please call us at (434) 951-7786.

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