Small credit unions have unique challenges. To foster mutual success, the Small Credit Union Roundtable provides an open, cooperative environment for candid discussion of challenges and opportunities, including timely topics submitted by participants.
9:30 – 9:50 a.m. Registration
10:00 - 11:00 Small Credit Union Focus - Update with Dan Schline
Dan Schline, President & CEO, Carolinas Credit Union League
Dan and several of his dedicated staff would like to give the small credit union CEO’s an update. They’ll introduce
you to new members of the team, update the group on the resources available to small credit unions through the
League, and facilitate open discussion on future opportunities. They have some exciting information to share!
11:15 – 11:55 CECL – Let’s get REAL! A Step-By-Step Guide for Small Credit Unions on Preparing for the New Credit Loss Model
Mark Brown, CFO, Vizo Financial CCU
Alicia Moore, Sr. Consultant, CECL
Casey Tutor, VP Accounting Product Development and Analytics, ARCSys
Are you tired of attending CECL seminars and still not really understanding what it is all about? What do you need to do right now to prepare for CECL? What data SPECIFICALLY should you be collecting right now? What in the world is “Vintage Model”, “Regression Analysis”, “WARM”?
Have no fear – YOUR CECL team is here! We are going to give you a simplified, easy to understand guide to getting ready for CECL. By the time you leave, you will have some great resources and information to help you begin your CECL preparation process!
12:00 – 12:30 Lunch
12:35 – 2:00 CECL (continued)
2:10 - 3:00 Open CEO Discussion (Share and Learn)