CECL User Group Meeting

May 14-15, 2019

  • Who Should Attend

    This meeting is designed to help our clients reach CECL compliance effortlessly. We recommend one to three members of your organization who will be active in the ValuCast™  CECL Module attend.

    Register today
  • Where to Stay

    We recommend the Hampton Inn at 822 Gervais St, Columbia, SC 29201. For booking please call 803.231.2000 or click the link below.

    Reserve your room
  • How to Prepare

    All sessions will be conducted with a live demo bank by our moderators. Users may participate with the live demonstration or come prepared with loan data related to their institution pre-oaded into the ValuCast™ SaaS platform to utilize during working sessions. If users decide to bring personal laptop computers to this meeting, whitelisted IP address is required.

    ValuCast Platform

The Agenda

All sessions will be conducted with a live demo bank by our moderators. Users may participate with the live demonstration or come prepared with loan data related to their institution preloaded into the ValuCast SaaS platform to utilize during working sessions.

Download a copy of the agenda.

Agenda

Day 1

Tuesday, May 14, 2019

8:00 – 8:15 a.m. 
Check-In
Lincoln Hall Meeting Room

8:15 – 8:30 a.m.
Welcome
With Bill Bossong, CEO

8:30 – 9:00 a.m. 
Introduction to ValuCast
Getting Started with the ValuCast CECL Module

9:00 – 10:00 a.m. 
Importing Data
Best Practices, Data Maintenance and Case Study

10:15 – 11:05 a.m.
Segments and Class Builders
Assigning Cohort Groupings and Call Codes

11:05 – 11:50 a.m.
Cash Flow Modeling Pt. I
An introduction to Discounted and Non-discounted Approaches

12:00 – 1:00 p.m.
Lunch 
provided by Valuant

1:00 – 2:00 p.m.
Cash Flow Modeling Pt. II
Review Data and Working Session

2:00 – 2:30 p.m.
Loan Loss Calculations
Finalizing Calculations and Creating Loan Loss Models

2:30 – 3:30 p.m.
Loan Loss Model Overview
Finding your Individually Assessed and Collectively Assessed Populations
and Understanding your Calculations

4:00 – 5:00 p.m.
Client Panel 

5:00 – 6:30 p.m. 
Optional: Happy Hour, location TBD

Day 2

Wednesday, May 15, 2019
Location: Convention Center: 1101 Lincoln St, Columbia, SC 29201

8:15 – 9:00 a.m.
Impairment Worksheet
Overview of Functionality & Case Study

9:00 – 10:50 a.m.
Qualitative Factors
Building and Assigning Q Factors in your Loan Loss Model

11:00 – 11:45 a.m.
Reporting Tool
How to Access, Customize and Identify the best reports for your data

11:45 – 12:00 p.m. 
Survey and Closing Remarks

Additional Notes: If users bring personal laptop computers, whitelisted IP address is required. For additional questions and concerns regarding this event, please contact Anna Schiavone, anna.schiavone@bevaluant.com