INSTITUTE FOR BANKING AND FINANCE

Summer 2003 Seminars

Seminar Leaders

Roger C. Morin is President of Martindale & Associates, Inc., America's leading training and consulting firm for the financial services industry.

His many years of business experience include community and international banking. A former international banker for the First National Bank of Chicago, and former director of human resources for a multi-branch community bank, Roger also was director of human resources and security for Mariott Hotels and Resorts, and regional human resources manager for Burlington Air Express. Roger has provided supervisory skills workshops, quality improvement seminars and team building events for hundreds of executives and bankers in the United States and Lebanon. Roger has presented M&A financial services workshops for several chapters of the American Institute of Banking (now C.F.T.), Community Bankers Associations (Illinois, Georgia, Louisiana, Indiana, New England, Kentucky), the Virginia Association of Community Bankers, the Missouri League of Community Bankers, the Wisconsin League of Financial Institutions, the Independent Bankers of New York State, the Texas Bankers Association and the Michigan Bankers Association. He has conducted in-bank workshops in Colorado, Illinois, Louisiana, Missouri and Texas.

A senior faculty member at the Keller Graduate School of Management MBA program in Chicago, Roger teaches Leadership & Organizational Behavior, Strategic Staffing and Training & Development.

Roger Roberts spent 22 years in treasury risk management, as a foreign exchange and money market dealer and then as chief dealer and trasury manager. This included five years in the United States.

Roger has developed a deep understanding of both the mathematics and day-to-day practicalities of money markets, foreign exchange, bonds, capital markets and derivative products. He is an innovator in the concept of Value at Risk.

He worked for three years with the major training and consultancy company DC Gardner and Co., where he was on the subsidiary board and headed the Treasury and Capital Markets Division. The consultancy gave him the opportunity to work with major U.K. and foreign houses in London and took him all over the world, with substantial assignments in the Asia-Pacific region, including Japan, Hong Kong, Taiwan, Singapore and Malaysia. Today he works in different countries for major global banks and other financial institutions. Recent work has included a course on VAR concepts for an American investment bank, bond math for a Swiss-owned investment bank, bond and swaps for the graduate program of a British clearer, and, credit derivatives for a course organized by Moody's for international bankers. In addition, Roger is a visiting lecturer in finance at The Rotterdam School of Management, one of the top five such schools in Europe.

He is co-author of "Foreign Exchange: Functions, Limits and Risks," published by Macmillan and has written various magazine and newspaper articles on treasury, derivatives and capital markets topics.



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