LSU Department of Finance, LBA Celebrate Credit Analyst Education Program Graduates
July 31, 2024
2023-2024 Credit Analyst Education Program graduates with LSU and LBA representatives
BATON ROUGE - The LSU Department of Finance and Louisiana Bankers Association (LBA)
are pleased to announce that 17 financial services professionals recently graduated
from the Credit Analyst Education Program (CAEP). The group was celebrated at a ceremony
held at the Lod Cook Alumni Center on July 9.
CAEP aims to meet an industry need by increasing the number of lending professionals
who can underwrite complex commercial credits using a curriculum provided by the American
Bankers Association (ABA). Led by LSU E. J. Ourso College of Business faculty, instruction
focuses on financial statement analysis for presentation to a loan committee and commercial
lending fundamentals, including credit policy and problem loan resolution. Graduates
receive a certificate of completion from LSU and LBA; they are also eligible to test
for the ABA Certificate in Business and Commercial Lending.
"The LSU/LBA Credit Analysis Education Program equipped me with a powerful toolkit
for financial underwriting and business development," said Kira Yeates, loan assistant
at the Bank of Montgomery (BOM). "Not only has this program been invaluable by expanding
my soft skills related to commercial lending, but my co-workers and customers have
remarked on my increased productivity as well. Now I confidently engage in discussions
about industry specifics, financial analysis, and credit policy."
This year’s graduates come from a variety of commercial banks and credit unions across the state.
GRADUATE
LeVar Anderson
Dillon Collins
LaDonna Evans-Sutton
Walt Gaskins
Sarah Giannone
David Guillet
Lori Harris
Heath Heisler
Todd Jeansonne
Sam Marvin
Rachel Nunez
Cole Ryder
Courtney Sebastien
Andre' Taylor
Leah Verheyden
Jordan Wheeler
Kira Yeates
INSTITUTION
Home Bank
Bank of Montgomery (BOM)
Essential Credit Union
Community Bank of Louisiana
BOM
BOM
Resource Bank
Homeland Bank
N/A
BOM
Home Bank
BOM
First National Bank of DeRidder
Cottonport Bank
BOM
Pelican State Credit Union
BOM
The next CAEP course will run from September 2024 through April 2025. Participants receive in-person instruction for two days per month for six months. Time at their home institutions allows for reading and working with senior personnel who help apply the material to real-life examples of the institution's policies and procedures. Assignments and quizzes test understanding and ensure success at every step. Registration for the next cohort closes on September 1.
2024-25 CAEP Details, registration
About the Department of Finance
The Department of Finance offers high-quality curricula to undergraduate and graduate students interested in careers in corporate finance, asset management, real estate, insurance, banking, financial planning, and business law. The department boasts internationally renowned research faculty in several areas, including derivatives, asset management, banking, and spatial econometrics. The department’s Securities Markets Analysis Research & Trading Lab utilizes the Bloomberg Professional service, the platform used by more than 300,000 leading business and financial professionals worldwide to make informed business decisions, and an extensive library of financial databases including the Wharton WRDS System. Additionally, the department encourages, supports, and conducts research in real estate by housing the nationally renowned Real Estate Research Institute. For more information, visit lsu.edu/business/finance or call 225-578-6291.