8:00 am – 8:30 am
Registration and Hot Buffet Breakfast

8:30 am – 8:40 am
Welcome and Introduction

8:40 am – 9:30 am
Economic Outlook
Niso Abuaf
Chief Economic Strategist
Samuel A. Ramirez & Co.

9:30 am – 10:20 am
Why You Should Validate Your CECL Model
Joseph Galdo, CPA, CAMS, CFE, Director
David Healey, Supervisor
Mercadien Financial Institutions Services Group

An effective model control framework and validation process is crucial to your institution’s compliance and risk management functions. You cannot rely solely on an audit to challenge your model - a proper validation of your CECL model will challenge it in a multitude of ways to ensure it is functioning properly. During this presentation, we will review the CECL readiness and model validation
process, as well as considerations and best practices relating to CECL.

10:20 am – 10:40 am
Networking Break

10:40 am – 11:30 am
Impact of Cryptocurrency on the Banking Industry Panel Discussion
Moderated by Eric Segal
Managing Partner
CFO Consulting Partners

11:30 am – 12:20 pm
State of the Industry Panel Discussion

Hear the “word on the street” regarding liquidity and asset sensitivity, tangible book value at risk, and relative value in fixed income securities as our panelists discuss these and other hot topics trending in the marketplace.

Moderated by Jerry Clark, Director, Client Engagement Manager, Moody’s Analytics
Panelists:
David Kantor, Director, Financial Institution Analytics, Fixed Income Strategy, Stifel
Scott Hildenbrand, Managing Director, Chief Balance Sheet Strategist, Piper Sandler & Co.
Todd Cuppia, Managing Director, Head of Balance Sheet Risk Management, Chatham Financial

12:20 pm – 1:30 pm
Luncheon Presentation
What's Keeping Your ALCO Team Up at Night?
Thomas Mennie, Managing Director
Valligan Blaxall

Informative discussion on the steps your institution will need to consider to evaluate risk from market uncertainty, interest rate volatility and liquidity concerns.