Speakers and Sessions

Consistently rated a top industry event by attendees, the Conference brings together industry thought leaders and experts, financial institution peers, CPAs, auditors and regulators for three days of compelling educational content and networking. 

  • Hear the most current, accurate and insightful information on CECL from the leading authorities on CECL, including former members of the FASB staff, the Transition Resource Group, and the leading bank auditing and accounting firms
  • Hear from the CECL pacesetters, your peers who have been the most proactive in their CECL planning and preparation
  • Learn insights and strategies on how to make better loans, faster from lending & credit risk experts
  • Three days of education and networking
  • Interactive sessions with polling and open discussion
  • Networking with banking professionals, auditors and regulators
  • And enough time to enjoy the energy of Orlando within walking distance or boat from the hotel to Universal City Walk and Universal Studios.

 

Abrigo User Training for Abrigo Software clients

Monday, September 23, 2019 |  10 a.m. – 3:00 p.m. | Training and Lunch 

For more details, email events@abrigo.com.

The information is about concepts that apply to every bank whether you use Abrigo’s software or you have your own home-grown system, like ours. I get one or two really good ideas each year about something that I’ve been trying to figure out or a confirmation that something we’re doing is being done elsewhere. You can bounce ideas off people from a wide range of institutions.

Dan Ryan
Vice President Tri Counties Bank, Chico, California

2019 Speakers

More speakers being added soon.

Anthony Porter, CPA

Business Assurance Senior Manager
Moss Adams LLP

Dave Koch

Managing Director, Advisory Services
Abrigo

Neill LeCorgne

Vice President of Banking
Abrigo

Faye Miller, CPA

Partner, National Professional Standards Group
RSM US LLP

Francisca Ventriglia

Manager, Advisory Risk Analytics
KPMG

Thomas J. Parliment

Chairman & CEO
Parliment Consulting

Robert Loffink

Director
Moss Adams LLP

Darryl Mataya

Senior Advisor
Abrigo

Max Blumenthal

CEO
FINCURA

Will Neeriemer

Partner
DHG

Steven Martin

Partner
Marcato Advisors

Dave Crenshaw

Keynote Speaker
and Best-Selling Author

Alison Trapp

Director of Client Education
Abrigo

Rob Ashbaugh

Senior Risk Management Consultant
Abrigo

Garver Moore

Managing Director, Advisory Services
Abrigo

Neekis Hammond, CPA

Managing Director, Advisory Services
Abrigo

Dale Sheller

Senior Vice President
The Baker Group

Mike Shearer, CPA

Managing Director
PwC

Gordon J Dobner, CPA

Partner (CPA)
BKD

Paula S. King, CPA

Senior Advisor, CPA
Abrigo

Tom Cunningham, PhD

Senior Economist
Federal Reserve Bank of Atlanta (retired)

Graham Dyer, CPA

Partner, APG
Grant Thornton

Regan Camp

Managing Director, Advisory Services
Abrigo

Michael L. Gullette, CPA

Senior Vice President, Tax & Accounting
American Bankers Association

Chris Emery

Director, Strategy and Engagement
Abrigo

2019 Sessions

We will be adding 2019 session descriptions as they are finalized.

The Often-Forgotten Aspects of CECL

Think your institution has CECL covered? This session will highlight aspects that are often overlooked in institutions’ CECL implementation projects. Key decisions surrounding these topics are imperative in a comprehensive CECL end-to-end process and may impact other areas of the project as it progresses. Learn about requirements related to these don’t-miss assumptions, the key considerations…

Taking a Fresh Look at the End-to-End Commercial Lending Process

Rethink the way you manage your end-to-end commercial lending through technology enablement. Today, the lending process largely falls within three stages: 1. Origination: the identification of sales opportunities 2. Underwriting: the assessment and adjudication of credit risk 3. Portfolio Management: the process of ensuring repayment. With modern technology, lenders should begin underwriting before the first…

The Importance and Value of an Independent Validation – How Model Risk Governance Can Help Your Institution

With advances in technology and the rise of Big Data, organizations have dramatically increased their reliance on computational models for making business decisions. As the number and complexity of models has grown some organizations have struggled with how to best manage these tools. Does your organization have the policies, processes and procedures, as well as…

How to Consistently and Reliably Assign Risk Ratings in Your Commercial Loan Portfolio

As one of the largest overall measurements of risk, it is essential that organizations have a transparent, consistent, and replicable way of assigning and supporting their risk ratings. This will allow your institution to improve how you pool like exposures, better rank order risks, and strengthen portfolio management. In this session, learn 1) how to…

Eye on Auditors: Top CECL Concerns & How to Address Them

As CECL approaches financial institutions are wondering what their auditors are thinking. In this panel, auditors will share their areas of concern, give tips on how to best document your conclusions to avoid auditor issues, and how the auditor’s focus my change post CECL implementation. Panelists: Will Neeriemer, Partner, DHG; Gordon Dobner, Partner, BKD, LLP;…

Communicating CECL to Your Board

Join us for a mock board meeting. What questions will the board ask the CFO? What concerns will they express? What will the shareholders want to know? Members of the panel include a former CFO, now CECL Advisor, ABA’s Mike Gullette and fellow bankers. They will share the big picture, questions, concerns and strategies for…

Getting CECL Across the Finish Line

This session will focus on the implementation challenges in transitioning from running parallel to go-live with CECL. Discussion will include the remaining implementation challenges many institutions are facing, control considerations, managing the auditor and regulator dialogue, and planning for investor discussions. Speaker: Mike Shearer, Managing Director, PwC

Funding Loan Growth – Who’s Responsible?

Lenders are typically trained to focus exclusively on lending products, but all borrowers are depositors somewhere. With many institutions facing liquidity pressure in order to continue funding loan growth, the question of who’s responsible for deposit growth is increasingly relevant. Do we leave it to the CFO or branch managers? Do the kind of deposits…

Make Better Use of Your Data in Assessing Credit Risk

Underwriting commercial loans requires deep quantitative and qualitative analysis of the borrower. However, public data sets and risk ratings can only go so far in supplementing the quantitative analysis. As a result, commercial credit decisions too often rely on an immense amount of intuition. The best data set lenders have is the data provided by…

KEYNOTE: The Myth of Multitasking: Increase Your Value and Ability to Manage Change With the Power of Hidden Time!

What could you do with a 20% increase in productivity? With wit and wisdom, Dave will show you and your staff how to find extra time at work, without having to work weekends. You’ll learn how to uncover precious minutes and hours—that add up to extra DAYS! —hiding right under your noses. Not only that,…

CECL: The Ever-Evolving Standard

In this panel discussion, hear from members of the TRG and auditors who have been intimately involved in studying the standard and its iterations, plus learn where other commentary and direction can be found and insight into the additional commentary.

Panel on Model Validation and Audit

In this session, auditors will share keys and tips for a successful model validation and audit, plus pitfalls to avoid. Full description coming soon.

Return on Tech Investment – Measuring and Achieving Value from Fintech

You’ve chosen the vendor, signed contracts, and you’re ready to deploy. It’s the most important (and expensive) project at your organization this year. The stakes are high. So what can you do to improve the odds that your investment will pay off? This session can help you increase the likelihood of success. It will show…

Communicating the Impact of CECL to Your Board and Investors

In this mock board meeting, hear how bankers might explain the accounting change to their board and investors. Hear expected questions from the board and investors to gain greater understanding in explaining potential impacts to earnings, possible product and lending shifts and more.

CECL 101

New to the CECL conversation or need a refresher on CECL? This session gives attendees the foundation in the new accounting standard including data quality, pooling and segmentation, and common methodology overview. Especially helpful for bank boards, CEO’s who may not be as familiar with CECL.

State of the Financial Industry with 20/20 Vision

This session includes a panel of bankers and industry insiders to discuss the current state of banking and look to the future of the impact of the M&A trend, CECL, and more.

The U.S. Economic Outlook

A perennial favorite, this session with Dr. Tom Cummingham, retired senior economist Atlanta Federal Reserve Bank, focuses on the economic landscape of the U.S. currently and forecasts. Learn economic indicators that impact reasonable and supportable forecasts for CECL and lending.

A Look at Rising Interest Rates and Your Financial Performance

Discussion of the future of interest rates and how they may impact your financial institution’s performance. Full description coming soon.