CECL Symposium


November 7, 2017
8:30 a.m. – 3:30 p.m.
The Employers Association

3020 West Arrowood Road, Charlotte, NC 28273


Fee for the event is $199 for NASCUS/Carolinas Credit Union League and $225 for non-members fee. 



8:30 a.m.
Registration and Coffee

9:00 a.m.
Welcome and Introductions
Rose Conner, Administrator, North Carolina Credit Union Division
Renee Dzek, Review Examiner, SC Board of Financial Institutions
LaTasha Cooper, SVP Credit Union Resources, Carolina’s CU League

9:20 a.m.
What is CECL? Why the change and the policy behind it?
Charley McQueen, President, McQueen Financial

10:30 a.m.

10:45 a.m.
Implementation dates and strategies for implementing and walking through the methodologies  

a) Concepts for modelling the expected losses
b) Ways to collect and analyze historic loss data

12:00 p.m.
Networking Lunch 

1:00 p.m.
Pitfalls to be aware of and benefits for early implementation

2:15 p.m.

2:30 p.m.
How to train Board Members to understand the change

3:15 p.m.
Vizo Financial
Mark Brown, CFO, Vizo Financial

3:30 p.m.
Open Forum