Substance and Expertise on CECL
We intend the MST 2017 National ALLL Conference, May 23-25, in New Orleans to be the preeminent allowance and CECL educational event of the year. A summary look at our conference sessions and a list of the industry experts who will lead them and participate as panelists serves as evidence of the value of attending this year’s conference:
Substantive Sessions and Workshops on the Allowance
CECL Implementation Blueprint. Your multi-year plan for developing and implementing a CECL solution will be guided by four disciplines: accounting, modeling, economics and engineering. This conference session will examine how they interact in a CECL implementation blueprint that includes:
- A plan for managing implementation through the initial reporting periods
- GAP analysis
- Methodology options & recommendations
- Implementation of the chosen method(s)
Establish a CECL Steering Group. CECL will impact your institution enterprise wide, so a steering committee created to design a plan to prepare for CECL should include members from key departments. These sessions will help you define the concept for your financial institution and outline the responsibilities for each participant.
Methodologies and Modeling. The goal of CECL preparation is to identify and implement a CECL methodology – or methodologies – that best suits your institution and loan portfolios. This session will help you get a better grasp on your options.
What Your Board and Investors Need to Know. CECL will impact your bottom line. For many institutions the impact will be profound. This session will help you anticipate your board’s and investors’ concerns and address them.
Economic Outlook. Discussions with industry experts and economists that will help you understand how to select and incorporate economic forecasts into your CECL estimations.
Q Factors under CECL. Q factors will have a different role under CECL. These discussions will help you justify, document and apply Q factors.
Bankers Share Transition Experiences. Question and test your transition ideas with bankers involved in advising, leading and influencing CECL transitions.
Connecting the ALLL, CECL, DFAST and Stress Testing. Learn from experiences in stress testing where the allowance process and data play leading roles.
CECL Governance. Explore the roles of those charged with governance over your CECL process.
Plus interactive sessions and workshops to help you identify and resolve problems arising during your CECL transition, on how CECL will drive decisions and processes other than the allowance, and on topics related to estimating your allowance today, under the current incurred loss model.
A Faculty of Experts
Returning for the 2017 National ALLL Conference are some of the most highly rated speakers from previous MST annual conferences:
- Rahul Gupta, Grant Thornton Partner who served with FASB through the development of CECL
- Graham Dyer, Grant Thornton Partner and member of FASB’s CECL Transition Resource Group and the IASB’s IFRS 9 Impairment Transition Group (ITG)
- John Reedy, Manager, Advisory Services at Grant Thornton LLP
- Michael Thronson, Partner at Moss Adams LLP
- Gabe Nachand, Moss Adams LLP Partner serving on AICPA CECL Modeling Subgroup
- Ben Hoffman, Managing Director at KPMG Advisory
- Robin Sawyer, Partner of DHG Financial Services
- Muneera Carr, EVP, Controller & Chief Accounting Officer of Comerica Bank
- Bart Smith, Managing Director of Performance Trust Capital Partners, LLC
- John Hurlock, President of SMARTER Risk Management
- Mike Gullette, Vice President, Accounting & Financial Management of the American Bankers Association
- Dorsey Baskin, Senior Advisor, Accounting of MST Advisory and retired Grant Thornton Partner, National Professional Standards Group
- Garry Rank, Senior Advisor of MST Advisory
- Tom Cunningham, Senior Advisor, Economics of MST Advisory
- Chris Emery, Senior Advisor, Engineering of MST Advisory
Plus, new additions to our faculty of experts for 2017:
- Francisca Ventriglia, Senior Associate, Financial Risk Management at KPMG, LLP
- Hans Pettit, Partner, Financial Institutions at Horne, LLP
- Chad Keller, Partner at Crowe Horwath
- Vincent Milano, Quality Control Director of Postlethwaite & Netterville, APA
- Mike Lundberg, National Financial Institutions Assurance Leader at RSM
- Shane Williams, Senior Advisor, Modeling of MST Advisory
- Max Oberkofler of MST Advisory
- Mark Williams, Chief Executive Operations and Credit of Renasant Bank
- Ashley McAdams, Partner at Horne LLP
- Dave Cogswell, Credit Administration Director of Chemical Bank
- Walter McNairy, Managing Partner of DHG Financial Services
- Will Neeriemer, Partner of DHG Financial Services