CECL and the Investment Portfolio Webinar
Thursday, September 8, 2022
10:30 a.m. CDT
As we hit the home stretch for CECL effectiveness, many are still left wondering how their bond portfolios will be affected. The current expected credit loss model is applicable to all assets held at amortized cost, including held to maturity securities. Many financial institutions have owned bonds for years with little to no credit losses along the way. Most institutions have their CECL solutions lined up for the loan portfolio, but are you ready for CECL and the investment portfolio? Join us for a webinar that discusses how CECL applies to the bond portfolio and a solution to calculate your estimated CECL bond reserves.
Gordon Dobner — Forvis Accounting
A member of FORVIS’s National Financial Services Group, Gordon leads the firm’s CECL committee and has been involved in consulting with institutions on education and implementation considerations related to CECL. He has more than 19 years of experience providing audit and assurance services to public and nonpublic financial institution clients, ranging in size from $500 million to $45 billion in assets.
He provides various CECL and allowance consulting services. His experience includes assisting with allowance for loan and lease losses process validations under today’s incurred loss methodology, CECL implementation consulting, and CECL model validation.
Gordon is a member of the American Institute of CPAs and Texas Society of Certified Public Accountants. He actively participates in the Texas Bankers Association and Independent Bankers Association of Texas.
He is a graduate of Eastern Illinois University, Charleston, with a B.S. degree in accounting.
Who should participate: Financial institutions’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this webinar. There is no cost for this webinar.
Group live program.
Basic knowledge of finance and banking is recommended.
The level of learning for this seminar is intermediate.
1 hour of Finance CPE Credits will be earned for your participation in this group internet-based webinar.
The Baker Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Because this webinar is presented without charge to participants, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 1.888.990.0010.