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Upcoming Bank Webinars

Sageworks regularly hosts free webinars on a variety of banking topics, including regulatory changes and lending best practices. Many of these sessions also feature industry consultants. On-demand webinars are also available below and through the archive.

Upcoming Webinars

Interpreting CECL Modeling Results

Monday, December 10 at 1:30 p.m. ET
Join consultants Brandon Quinones and Danny Sharman in this interactive webinar as they discuss how to interpret CECL modeling results and successfully pivot when reality does not match expectations.

Credit Risk Readiness: One Decade after the Great Recession

Thursday, December 13 at 2:00 p.m. ET
Join Linda Keith, CPA, Credit Risk Consultant and Trainer, Linda Keith CPA Inc., as she walks through the actionable insights gleaned from interviews across the country and the 2018 Credit Risk Readiness Study.

Risk Rating: The Cornerstone of Credit Risk Management

Monday, December 17 at 2:00 p.m. ET
Join Alison Trapp, Director of Client Education, as she provides concrete ways to improve the risk rating process at your financial institution.

Demo: Drive Strategic Decision-Making with Data Analytics

Wednesday, December 19 at 2:00 p.m. ET
Join Kory Hoppes, Senior Consultant at Sageworks, as he walks through a live demonstration of Sageworks Analytics & Reporting and how it can improve your institution’s strategic planning for 2019.

A practical CECL transition: Preparing with only one year left

Tuesday, January 22nd at 2:30-3:30 p.m. ET
Join Garver Moore, Managing Director of Sageworks Advisory Services, who will guide the audience on what their transition structure should look like in their final year before implementation.

Featured On-Demand Webinars

Subjective CECL: Qualitative Adjustments and Forecasts Under the CECL Model

Join Tim McPeak as he discusses the relationship between qualitative adjustments and “reasonable and supportable” forecasts under CECL estimates.

Keys to a Data-Driven Banking World

Join Rob Ashbaugh, Executive Risk Management Consultant, as he walks through the ways financial institutions should be leveraging their data to improve relationships and increase revenue.

Digital Lending: The Key to Creating a Better Borrower Experience

Join John Millman, Credit Consultant, as he walks through the five keys to creating the experience that borrowers are looking for at today’s high-performance financial institutions.

CECL Webinar Panel: Answers to Your Top Questions

Join Sageworks, MST, Grant Thornton, BKD and PWC as they’ll discuss how CECL has influenced everything — implementation, validation, organizational changes and more, while addressing your top concerns and questions.

How to Create Projections for C&I Lending

Join Rick Dailey, Credit Risk Consultant at Sageworks and former board member of First United Bank & Trust Oakland, MD, as he walks through the importance of using projections in the commercial lending process, how to choose assumptions for your projections, and ways to go about building scenarios to forecast possible outcomes.

Best Practices for Running and Validating a CECL Model

Join both Tim McPeak from Sageworks and the president of Smarter Risk Management to learn how to to understand CECL, run a model and have it successfully validated.

Writing Effective and Efficient Credit Memos

Documenting a credit decision and its rationale is a basic tenet of credit risk management. The quality of such documentation can vary widely, even within an institution. This session explores the constituents who rely upon credit memos, key characteristics that make strong memos, and how software can improve efficiency.

CECL: Hidden Complexities for Credit Unions

Join Jared Mills of the Sageworks Advisory Group as he discusses the hidden complexities when simple, expedient approaches for measurement under the CECL accounting standard are applied to credit union loan portfolios.

Time Well Spent: Maximizing Value of Global Cash Flow

Join Sageworks’ Mike McCaffery as he explores the Global Cash Flow Analysis and provides insights into the value of the calculation to an institution that wants to reduce borrower risk.

Strategies for Effective Change Management

Join Chance Castellucio of Sageworks for this webinar as he discusses change management with tools and strategies to help prepare your financial institution as it implements changes in the lending process.

CECL: The Hidden Complexities to Simple Approaches For Community Institutions

In this one-hour webinar, Garver Moore of the Sageworks Advisory Group will discuss the hidden complexities when simple, expedient approaches for measurement under the CECL accounting standard are applied to portfolios from $10MM to $10B.

Streamlining the New Fair Value Disclosure Requirement

Watch this webinar about the new Financial Accounting Standards Board (FASB) disclosure requirement that makes several material changes to the U.S. generally accepted accounting principles (GAAP). Among the changes are new requirements for determining the fair value disclosure of financial institutions’ loan portfolios.

Supporting Growth with Effective Challenge

Watch Alison Trapp of Sageworks and Ancin Cooley of Synergy Bank Consulting LLC for this webinar as we discuss how effective challenge supports growth in the financial institution.

Navigating Loan Pool Segmentation under CECL

Watch Sageworks Executive Risk Management Consultant Rob Ashbaugh as he discusses how to revisit loan pools for ALLL calculations under CECL.

CECL for Community Banks: The Practical Path

As the transition to CECL moves ever closer, many smaller financial institutions have started to grapple with how to apply the new standard to their ALLL process in a practical way. This webinar will focus on the key elements of the standard they need to consider as they plan their path forward and ways they can begin to prepare now. Specific topics will include portfolio segmentation, available loss rate methods, qualitative factors, and forecasts.

Reclaiming Your SMB Lending Market

When faced with the prospect of a $1 million CRE loan or a $40,000 small business loan, most community institutions have had to focus resources on the larger CRE deal. As a result, small business borrowers have had to seek out alternative means. With the right processes and technology in place, however, community institutions can reclaim their relationship with small business (SMB) borrowers. In this webinar, Sageworks explains how, with appropriate resources, small business lending can become a profitable segment and opportunity for growth.

Part 1: A Guide to Implementing Credit Policy

Credit risk policy should be both stable and dynamic to meet the needs of the organization. Stable in that the underlying premises on which the policy is built should not change haphazardly. Dynamic in that the bank needs flexibility to meet changing market conditions while maintaining its credit culture. This webinar will explore the process that moves an institution from policy to practice.

How to Improve Profitability of Loan Pricing Models

With slim net interest margins in the competitive loan market, it is important for financial institutions to make sure their loans are profitable and priced in line with bank strategy. In this session, learn how bringing relationship data, risk, structure, revenue and costs into your pricing model can improve loan profitability.

The High Cost of Originating a Small Business Loan

The average cost to originate a business loan is estimated to be $5,000, no matter the amount of the loan. As a result, smaller loans tend to be less profitable than larger loans. To lower costs and improve the borrower’s experience, some lenders are changing their process and deploying automation. Watch to learn what these banks are doing to improve profitability.

Credit Unions: Actionable Steps to Prepare for CECL Today

FASB’s guidance for estimating expected credit losses will not require a journal entry until fiscal year-ends beginning after mid-December 2020. However, our success at that point is predicated on decisions made yesterday and today In this webinar, Sageworks takes credit unions through an action plan that includes practical steps.

CECL Methodology Webinar Series

In this webinar series, Sageworks consultants present the fundamental methodologies that institutions will use with the CECL model and shows examples of how the calculation may vary by loan pool. Access all the recordings to see how to apply expected credit loss estimations to loan concentrations.

webinar archive