Capital Planning In A New Capital World & CECL Share Forum

October 24-26, 2017 | Baltimore, MD


Sign In to Register


When you attend both our two-day Capital Planning in a New Capital World seminar, as well as our one-day CECL Share Forum, you not only get an opportunity to maximize your CPE, but you can also save over $300 with our package pricing. Offering over 20 hours of continuing education, these two programs complement one another perfectly offering you an exceptional learning opportunity in one convenient location.

Capital Planning in a New Capital World
October 24-25, 2017

Capital Planning in a New Capital World is a hands-on program offering a comprehensive analysis of new capital planning requirements, the regulatory expectations you can expect to encounter, and how to respond to them.

Included in your registration fee is access to an online capital planning model. This online tool provides you with:
  • Exclusive access to the model not only for use at the seminar, but for an additional six months following the seminar as well.
  • An easy-to-use portal to develop and assess your plan’s compliance with Board and regulatory goals.
  • Solutions tailored specifically to your institution. The model will be preloaded with your own institution’s call report data. During the session, you supply the planning inputs allowing you to leave this seminar with a nearly-complete capital plan.

This interactive approach will provide you with take-aways to share and work with your ALCO to efficiently reach agreement on a comprehensive capital plan since the foundational work will have been accomplished during the seminar. You can’t get any more “hands-on” than that!

Agenda

October 24, 2017

8:00 am
Registration and Buffet Breakfast

8:30 am to 4:30 pm 
  • The Impact of Basel III and the NCUA Proposal: What it means for your institution
  • Building a capital plan under the new rules
  • Developing a stress testing framework
  • Case study: Capital planning and stress testing
  • Preparation for building your own capital plan: Call report inputs and making appropriate assumptions

October 25, 2017

8:00 am
Buffet Breakfast

8:30 am to 11:30 am 
  • Integrating ALCO process - An ERM approach
  • Developing and applying stress tests
  • Hands-on workshop: Developing your own capital plan
  • Integrating your plan into your ALM process

 


CECL Share Forum
October 26, 2017

FMS and KPMG LLP have partnered to offer you this comprehensive one-day program designed with a focus on both the FASB’s CECL standard as well as its application and how it will affect your institution.

This new program will cover accounting and credit risk compliance methodologies for measuring and forecasting future loan performance that are integral in calculating expected credit losses. 

The agenda will include:

  • A historical perspective on FASB’s new impairment standard
  • A summary of the scope, accounting and implementation considerations, disclosure requirements, and implementation timeline for the new standard
  • Modeling approaches for estimating expected credit losses under CECL
  • Impact, application, and considerations related to the FASB’s targeted changes to impairment for AFS securities
  • Reporting and disclosures.??

Presenters

Scott C. Bain, Director, KPMG (CECL Share Forum)
Scott joined the KPMG Deal Advisory team in 2015 and brings 16 years of financial services experience, including seven in industry with one of the largest financial institutions in the U.S. Scott has extensive technical accounting, financial reporting, SEC reporting, and Regulatory reporting experience.

Seong-Kwan Hong, Director, KPMG (CECL Share Forum)
Seong-Kwan is a director in KPMG’s Advisory Services practice with more than 17 years of experience in accounting and finance functions, including leadership roles at financial institutions and consulting for financial instruments. He successfully led large financial systems transformations and finance department reorganizations during times of changing business, accounting, and regulatory environments. His area of focus is accounting for financial instruments, with an emphasis on IFRS 9 and CECL.
 
Dave Koch, President and CEO, Farin Financial Risk Management (Capital Planning in a New Capital World)
Dave Koch is President and CEO of Farin Financial Risk Management. During his 23-year tenure at Farin, he has become deeply invested in helping clients develop effective ALCO processes and is committed to helping the community financial industry develop workable strategies and risk management processes to improve financial performance, regulatory compliance and overall solutions to business challenges. Dave is lead faculty member of the joint FMS\GSB-Madison Financial Managers School, and a consistent FMS "top rated" speaker. Dave is a popular presenter and a featured speaker at regional and national financial industry events, regularly delivering educational programs on asset/liability management and pricing topics to federal and state regulatory agencies, national and state industry trade groups, and Federal Home Loan Banks nationwide. Dave specializes in executive-level advisory services and is actively involved with clients, developing capital planning strategy, loan and deposit pricing, evaluating interest rate risk and other ALM concerns.

Mike Riechers, Director, KPMG (CECL Share Forum)
Mike is a Director in KPMG’s Advisory Financial Risk Management (FRM) practice who specializes in credit risk management processes and analytics for both retail and commercial banking portfolios. In this capacity he has assessed credit risk management frameworks and processes to help financial institutions better measure and understand their portfolio’s credit risk. Mike has extensive experience in the Allowance for Loan and Lease Losses (ALLL) process and consults with financial institutions and internal stakeholders on the ALLL process.

Nilotpal Roy, Managing Director, KPMG (CECL Share Forum)
Nilotpal is a Managing Director in the Risk Consulting practice focusing on information architecture and analytics for Enterprise Risk Management and Regulatory Compliance . He provides financial consulting services to U.S. and global banking institutions, investment and brokerage firms, and large corporations. Prior to joining KPMG, Nilotpal was a Principal at Capgemini Financial Services in Risk & Regulatory Compliance practice leadCapgemini’sGlobal Data and Analytics Center of Excellence.

Alexander C. Smith, Director, KPMG (CECL Share Forum)
Alex Smith is a director in the Chicago office of KPMG’s U.S. Risk Advisory Services practice where he specializes in customer credit risk for institutions in the financial and power & utility sectors.

Location and Accommodations

Renaissance Baltimore Harborplace Hotel

202 East Pratt Street
Baltimore, MD 21202

FMS Room Rate: $219

Deadline for Room Rate: Monday, October 2, 2017

Hotel Reservation Phone Number
(410) 547-1200
Identify yourself as an attendee of the Financial Managers Society program to receive the preferred rate. If you are making reservations through a travel agent, be sure to request that your reservation be placed in the FMS room block to guarantee the best rate.

Reserve Accommodations

 


Credit Hours

Earn up to 18 hours of CPE credit.
  • Level: Basic
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Accounting
  • Instructional Method: Live-Group

For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.


Registration Rates

Sign in or create an account below to register

Capital Planning in a New Capital World (11 hours CPE)
October 24 - 25, 2017
FMS Members: $795
Staff/Co-Worker $895
Non-members: $1,195

CECL Share Forum (7 hours CPE)
October 26, 2017

FMS Members: $495
Staff/Co-Worker $595
Non-members: $695

Capitalize on Package Pricing: Register for Both Programs and Save!

Capital Planning & CECL Share Forum (18 hours CPE)
October 24 - 26, 2017

FMS Members: $1,095
Staff/Co-Worker $1,195
Non-members: $1,495

Sign In to Register


Download the Printable Registration Form

A refund minus a $250 processing fee will be provided for cancellations received by FMS in writing four weeks prior to the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns, and/or program cancellation policies, please contact our offices at (312) 578-1300.
When
10/24/2017 8:00 AM - 10/26/2017
Where
Renaissance Baltimore Harborplace Hotel
202 East Pratt Street
Baltimore, MD United States

Sign In