Supporting Documentation For The ALLL - Details
Registration for this event is open from: Apr 15, 2021 12:00 to Dec 10, 2021 12:00

Where: Webinar, Recorded, Both Live/Recorded

Date: Jun 10, 2021

 
Add to calendar /education-events/event/1424/Supporting-Documentation-for-the-ALLL?Itemid114= 2021-06-10 14:00:00 2021-06-10 15:30:00 0 Supporting Documentation for the ALLL Supporting Documentation for the ALLL (90-minute webinar – recording also available) ... - US - YYYY/MM/DD

Event description:

Supporting Documentation for the ALLL

(90-minute webinar – recording also available)

Thursday, June 10, 2021

12:00 PM Pacific       1:00 PM Mountain

2:00 PM Central       3:00 PM Eastern

The ALLL is not just about calculations – documentation is also critically important because it conveys management’s judgments and conclusions about the ALLL reserve.  This presentation is designed to reinforce the 2001 Interagency Policy Statementand provide fresh perspective on documenting the ALLL. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Describe the importance of providing a comprehensive narrative document in conjunction with the ALLL calculation
  • Determine pertinent factors and source documents to include in the ALLL narrative
  • Provide insight regarding the 2001 Policy Statement on Allowance for Loan and Lease Losses Methodologies requirements
  • Understand the importance of a descriptive narrative pertaining to management judgments regarding CECL preparation
  • Confidently present the outcome of the ALLL calculation to the institution’s board, auditors, and examiners

WEBINAR DETAILS

The Policy Statement on Allowance for Loan and Lease Losses Methodologies and Documentation for Banks and Savings Institutions dated July 2, 2001, remains the preeminent guide to ALLL documentation.  Documenting the ALLL calculation is a crucial component to communicating management’s judgments and conclusions regarding the accuracy of the required ALLL reserve.  Building a strong narrative document as a companion to the current ALLL determination will provide the reader (director, auditor, and examiner) with confidence in management’s ALLL calculation and provide a strong starting point as the industry transitions into CECL.

This comprehensive presentation will address documenting management judgments and assumptions in determining the ALLL and provide insight into components of ASC 310 and ASC 450.  Related topics will include documenting management judgment pertaining to valuation timing for impaired credits, defining homogenous pools based on credit risk, and describing qualitative factors, including factor adjustments.

WHO SHOULD ATTEND?

This informative session is best suited for those involved with the ALLL calculation and presentation to the board. Credit personnel not directly involved with the ALLL calculation but who contribute to various components will also benefit, including collection and workout management, valuation management, and portfolio management. 

TAKE-AWAY TOOLKIT

  • Employee training log
  • Interactive quiz 

DON’T MISS THIS RELATED WEBINAR!

Capital Adequacy & Risk: Regulator Expectations for the Board

on Thursday, July 15, 2021

Aaron Lewis     MEET THE PRESENTER - Aaron Lewis, Young & Associates, Inc.

Aaron Lewis is a senior consultant at Young & Associates, Inc. With over 15 years in the banking industry, his expertise is now dedicated to the lending division of Young & Associates where he assists financial institutions with loan, ALLL, policy, and credit-process and compliance reviews.  He also conducts seminars on credit risk and compliance.

Prior to joining Young & Associates, Aaron was the Vice President Credit Administrator of a community financial institution in southeast Michigan and managed all facets of the lending function, including originations, underwriting, ALLL analysis, servicing, and secondary market compliance.  He holds a Bachelor’s in finance from Michigan State University and graduated from the Graduate School of Banking, University of Wisconsin.

THREE REGISTRATION OPTIONS – WHAT YOU GET

1. Live Webinar Includes

  • Unlimited connections within your institution to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up 

2. Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available two business days following Live date
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your institution
  • Presenter’s contact info for follow-up

3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.

Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

 

Registration options:
Add to cart Qty Ticket Name Ticket Price
Supporting Documentation for the ALLL - Recorded Webinar + Free Digital Download - Member $290.00
( )
$ 290.00
Add to cart Qty Ticket Name Ticket Price
Supporting Documentation for the ALLL - Recorded Webinar + Free Digital Download - Non-Member $350.00
( )
$ 350.00
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Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

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Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

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