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Asset/Liability Asset Liability Modeling Portfolio Risk & CECL CECL Models Stress Testing

Beyond CECL: Stress testing, ALM, and financial planning

In this session, we will discuss how the investment of time and systems in data collection, model-building, and economic forecasting can pay dividends in a financial institution's asset/liability, stress testing, loan pricing, and financial planning and analysis (FP&A) practices. The live webinar session is eligible for 1 NASBA CPE credit. 

Watch to learn the following:

  • Key similarities in terms of data, inputs, and assumptions required for each practice
  • Differences between the CECL accounting exercise and other internal model uses
  • Risks of applying models built for other practices to CECL without careful consideration
  • Best practices for forecasting future-period provision and allowance under the CECL regime for FP&A, ALM, and stress testing applications

Continuing Education Credits

Who should attend? Anyone with responsibilities related to Portfolio Risk and Asset/Liability Management including:

  • Chief Financial Officer
  • Chief Credit Officer
  • Chief Risk Officer

Advanced Preparation: N/A

Prerequisites: Intermediate background in CECL, asset/liability management, loan pricing, and stress testing

Program Level: Intermediate

Delivery Method: Group Internet

Abrigo 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 submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Meet Your Presenters

Garver Moore

Managing Director, Advisory Services

Garver Moore brings a decade of enterprise software, analytic, and advisory experience to Abrigo’s advisory team. Prior to joining Abrigo, Garver was  a Technical Consultant with Accenture, and he later worked with C-suite executives on technology strategy and delivery as a Managing Partner of the Orange Advisory Group.

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Zach Englert

Consultant, Advisory Services

Zach Englert is a Consultant with the Abrigo Advisory Team, helping provide institutions with real-time solutions in the form of applicable credit risk management strategies and regulatory compliance. Zach routinely speaks at conferences and webinars covering current events and the impact on community financial institutions’ portfolios.

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