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CECL, Stress Testing, ALM, Pricing, & Valuation

Portfolio Risk Learning Forum

Register Now
Illustration - Portfolio Risk
Austin, TX | October 22-23, 2024

Join Us for the Portfolio Risk Learning Forum

Community financial institutions are invited to participate in a complimentary two-day onsite learning forum hosted by Abrigo. This event is designed to take your financial practices from theory to real-world application. Join us in Austin to enhance the efficiency and effectiveness of your institution with actionable strategies across crucial areas.

  • CECL & Expected Loss Modeling

  • Stress Testing

  • Asset/Liability Management

  • Loan & Deposit Pricing

  • Business Combination & Valuation

This event is open to all U.S. banks and credit unions, but space is limited. Join us for both days or choose the day that is most relevant for your role. Just let us know during registration!


Who should attend?

The content will cater to executives and individuals involved in the institution's portfolio risk functions:

  • CFO or Financial Leaders & Practitioners
  • Credit Risk Management Leaders & Practitioners
  • Internal Audit Team Members
  • And more!

What should I expect?

The session is intended to be very discussion oriented. Bring your unique perspective and questions! We will inject networking time into the agenda so you can also connect with your peers.

  • No prep work required.
  • Lunch and materials provided.
  • Session takes place in Abrigo Training Room.

Event Schedule

Earn CE while networking.

Day 1

CECL & Stress Testing

 

October 22 | 9:00 a.m. - 3:00 p.m. CT

Introduction to CECL

Practical Applications of CECL

Stress Testing Fundamentals

Advanced Stress Testing Techniques

Day 2

ALM, Pricing, & Business Combination

 

October 23 | 9:00 a.m. - 3:00 p.m. CT

Asset/Liability Management

Loan and Deposit Pricing

Business Combination (Valuation)

Case Studies in Business Combination

Register Today

This learning forum will include the option to earn professional certification (CE) credits from NASBA. Exact accreditation to be announced soon. Register today to reserve your spot!

Meet the presenters

Interact with portfolio risk experts

The leadership team for the forum includes former bank CFOs, auditors, and advisors who have experience supporting close to 800 U.S. bank and credit union teams. Select speakers include:

Neekis Hammond, CPA

VP, Advisory Services

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Rosie Garcia

Consultant

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Dave Koch

Director, Advisory Services

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Rob Newberry

Senior Consultant

read bio