CECL Implementation Insights
A 2-Day Virtual Program
As Institutions began first rounds of CECL implementations, institutions of all sizes encountered several meaningful obstacles and challenges along the way – from the conceptual framework, data issues, model/vendor selection, development and testing, assumptions, governance, documentation, and validation/effective challenge.
FMS is proud to offer the part 2 of its successful CECL Virtual Education 2021 series. Join Darling Consulting Group and Plante Moran as they share lessons learned from their recent experiences with CECL implementations and validations. With the latest updates and information available for discussion, participants will gain valuable, best practice insights on how to avoid or overcome some of the common problems and how peers are leveraging the experience to drive additional strategic benefit.
With expert insight into this ever-changing industry “standard” – you don’t want to miss out on information gained today that can assist you in this process tomorrow.
Ryan Abdoo, CPA
Partner, Plante Moran
As an audit partner and the industry technical leader for financial institutions, mortgage, and consumer finance companies at Plante Moran, Ryan serves as the external audit partner and risk management partner (internal audit, loan review, regulatory compliance, IT/ Cyber, etc.) for both public and private institutions. From a CECL perspective, Ryan serves institutions ranging in size from $100 million to over $20 billion in assets. He is passionate about building strong relationships, adding value, and advising the firm’s team and clients so they stay on the forefront of industry and regulatory developments.
Managing Director, Darling Consulting Group
With over 30 years of experience in strategic risk management, Mike Guglielmo has provided technical and strategic consulting to a diverse group of financial institutions. Mike is also a frequent author and top-rated speaker on a variety of balance sheet and model risk management and operational risk management topics. He is the Immediate Past Chairman for the Financial Managers Society and is a faculty member for the FMS Institute and ABA Risk Management School.
During his tenure at DCG, Mike has served in various capacities, including director of financial analytics. In addition, he is a technical resource for the ongoing development of many of DCG's quantitative and strategic risk management products and services. Prior to joining DCG, Mike managed the ALCO and strategic planning processes for a regional bank in the northeast. Mike is a graduate of Fairfield University with a degree in economics.
Audit Senior Manager, Plante Moran
I serve both public and privately held financial institutions and financial services companies throughout our footprint, specializing in performing external audits and internal control examinations in accordance with FDICIA and SEC reporting requirements. I place a strong emphasis on understanding the business model and goals of the clients I serve, allowing me to tailor our engagements and approach to address the specific risks faced by each institution.
In addition to working directly with clients, I allocate a portion of my time to gaining in-depth knowledge of new accounting pronouncements and regulatory requirements to help our team and clients stay up to date on changes in the accounting and regulatory environment.
I have co-authored several firm-published articles to serve as guides for our clients as they implement new standards and navigate the changing regulatory environment. I belong to the AICPA and have a B.S. in accounting and finance from Millikin University.
Quantitative Consultant, Darling Consulting Group
IAs a practitioner at large and mid-sized financial institutions, Chase has experience in a wide array of modeling approaches, applications, and techniques, including expertise in credit stress testing and CECL modeling. With over a decade of programming and modeling expertise, Chase provides a unique perspective of the entire analytics lifecycle, having served in a variety of roles from model developer to senior leader of enterprise-wide, cross functional analytics implementations. Chase is a graduate of the University of Mississippi and holds Master’s degrees in International Commerce Policy and Applied Statistics from George Mason University and the University of Alabama, respectively. A teacher at heart, Chase frequents as an adjunct instructor of mathematics and statistics.
Registration to the live session includes:
- One online connection
- CPE credit for registrant
- Permission to reproduce the handouts and other written material for additional attendees at your location
Only registered attendees of the live session can obtain CPE credit.
|| Earn up to 4.5 hours of CPE credit.
- Level: Basic
- Prerequisites: None
- Advance preparation: None
- Field of Study: Accounting - Technical
- Instructional Method: Group Internet Based
- Length: 240 minutes
For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. 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.
Refunds and Cancellations
Cancellations will be issued after completed request form is returned to FMS via [email protected] Refunds minus a $250 processing fee will be issued and may take 30 days to process. Should you be unable to attend and want to transfer registration to a co-worker, additional costs could apply. FMS reserves the right to change instructors or reschedule/cancel session when necessary.
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