The GSB Online Seminar Series

Get these programs together at a discount: Developing and Analyzing a Statement of Cash Flows - February 2 Developing and Analyzing the Uniform Credit Analysis (UCA) Model - February 9 Advanced Cash Flow Issues: Working Capital and Fixed Asset Expenditures - February 16 Components of Business Financial Statements & Tax Returns - April 6 Cash vs. Accrual Accounting Refresher - April 13 Navigating and Analyzing a Business Tax Return - April 20 Developing and Analyzing Key Financial Ratios - April 27       Read More

Presenters: Rob Newberry & Regan Camp, Abrigo This two-part program will be presented live on: May 11 & 12, 10:00 a.m. - 1:30 p.m. Central Time Recording available through: July 12, 2021 Price: $345   Financial institutions complying with the Current Expected Credit Loss standard, or CECL, in 2023 have to manage a myriad of new data, modeling, and forecasting considerations. With new requirements comes new expertise and time constraints. To assist community financial institutions in navigating the transition, GSB and Abrigo are hosting a two-day workshop filled with over seven hours of educational content that describes the new standard, recommends modeling best practices, identifies key players at the financial institution, examines forecasting, and shares case studies from those who have done it before, including the SEC-filing institutions who implemented last year. This virtual workshop will be led by Abrigo personnel of former bankers and industry experts who have worked with hundreds of institutions already on conducting concise, credible, and efficient CECL calculations. Topics to be addressed each day are:   Tuesday, May 11 Session 1: An Introduction to the New CECL Standard, 10:00 – 11:30 In this first session, we will establish a foundational understanding of the new Current Expected Credit Loss (CECL) accounting standard.  This will include reviewing the history and evolution of the allowance, discussing the reasoning behind the move to CECL, and examining what’s in scope, measuring losses, loss recognition, timelines, and more. Session 2: CECL Modeling – Estimating Lifetime Expected Losses, 12:00 – 1:30 In this second session, we will introduce and walk through detailed examples of a variety of the more widely considered and CECL-compliant models/methodologies, as well as discuss the pros, cons and applicability of each approach to estimating lifetime expected losses.   Wednesday, May 12 Session 3: Preparing for CECL – Who, What, When?,  10:00 – 11:00 In this third session, we will discuss who should be involved, what they should be doing, and when they should begin preparing for the formal transition to CECL adoption. Session 4: Examining Reasonable and Supportable Forecasts, 11:00 – 11:45 In this fourth session, we will examine the new requirement under CECL of developing and incorporating reasonable and supportable forecasts in our allowance calculations.  How is this different from current US GAAP requirements, and what might this look like in practice? Session 5:  Applied Case Studies, 12:15 – 12:45 In this fifth session, we will leverage case study examples to apply our learning and further solidify our understanding of previously discussed key concepts.  Session 6: Lessons Learned from SEC Filers, 12:45 – 1:30 In this sixth and final session, we will review some of the apparent trends and best practices observed in those SEC filers that have already formally adopted the new CECL standard, and discuss how we might leverage this information to better prepare our own institutions for this shift.   Who Should Attend: CEOs, CFOs, ALCO members, controllers, chief risk officer, chief retail, funding officers Read More

Get these programs together at a discount: Overview of Appraisal Rules/Guidelines and the Review Process - March 2 Appraisal Approaches to Value De-mystified - March 9 Key Appraisal Components Beyond the Approaches to Value - March 16 Overview of Evaluations and Other Valuation Options - March 23 Read More

Get these programs together at a discount: Developing a Cash Flow and Key Ratios - March 2 Cap Rates and Factors Beyond Debt Coverage and Loan-to Value - March 9 Issues with Property Types & Lease Structures - March 16 Developing a Global Analysis of Property Holdings - March 23 Read More

Get these programs together at a discount: IRA Fundamentals      Live on September 16, recording available through December 16, 2020 Opening and Maintaining IRAs      Live on September 23, recording available through December 23, 2020 IRA Contributions     Live on September 30, recording available through December 30, 2020 IRA Distributions     Live on October 7, recording available through January 7, 2021 Top 10 IRA Issues     Live on October 14, recording available through January 14, 2021 Required Minimum Distributions     Live on October 21, recording available through January 21, 2021 IRA Transfers and Rollovers     Live on October 28, recording available through January 28, 2021 Everything Roth     Live on November 4, recording available through February 4, 2021 Rollovers Between Retirement Plans and IRAs     Live on November 11, recording available through February 11, 2021 IRA Beneficiary Distributions     Live on November 18 & 25, recording available through February 25, 2021 Read More

Get these programs together at a discount: Focus on Sole Proprietorships, Rental Property and Farms - March 2 Focus on Pass-Through Entities and Schedule K-1s - March 9 Focus on Global Cash Flow as an Underwriting Tool for Business Owners - March 16 Advanced Personal Cash Flow Issues, Including Capital Gains - March 23 Read More