Auditor's Expectations over CECL adoption

This event is sponsored by CFGI

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Wednesday, October 12, 2022

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5:30 PM ET

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9:00 PM ET

Program Description

CFGI presents The Current Expected Credit Loss standard requires "life of loan" estimates of losses to be recorded for private companies starting January 1, 2023. This concept provides operational complexities and significantly more inputs and assumptions than in the previous impaired model. Learn here as to what auditors will expect for documentation, best practices from previous adoptions and how to properly govern the process of transitioning to CECL.

Agenda

    5:30 PM
    Cocktails

    6:30 PM
    Dinner and Meeting

Presenter(s)

Brian Cogley

Senior Manager, CFGI

Cogley has over 13 years of experience providing accounting and finance solutions in various roles in both the financial services and manufacturing industries. He started his career at KPMG, Pittsburgh office, serving financial services clients of various sizes and complexities. Prior to joining CFGI in February 2022, he worked as VP of Finance & Accounting at a financial institution and was responsible for all accounting and finance operations.

Alex Gore

Senior Manager, CFGI

Gore has over 12 years of experience providing accounting and advisory solutions to clients, with a focus in financial services. Prior to joining CFGI in August 2021, he worked at a regional CPA firm specializing in audits of community banking organizations, and spent several years at PNC Bank in the SEC Reporting Group. In the beginning, he spent the first 8 years of his career at KPMG Pittsburgh and KPMG Amsterdam, serving financial services clients of various size and complexity.

Mason Mullins

Managing Director, CFGI

Mullins has over 16 years of experience providing accounting, audit, and advisory solutions to clients, with a focus in financial services – banking & consumer finance. Prior to CFGI, he served as Senior Manager at PwC, Banking & Capital Markets. Clients: Bank of America (BAC), JPMorgan Chase (JPM); OneWest Bank now First Citizens BancShares. In November 2019, he joined CFGI and assisted community banks and credit union clients in the adoption of CECL and providing Controller services.

Location

Sheraton Valley Forge

480 North Gulph Road

King of Prussia

PA

19406

Credit Hours

Earn up to 1 Hour of CPE Credit.

  • Level:

Basic

None

  • Prerequisites:

  • Advance Preparation:

  • Field of Study:

  • Instructional Method:

  • Length:

60 Minutes

Auditing - Technical

None

Group Live

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For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

Cost

Members: $80
Non-Members: $100

Send us a message to let us know you're coming, but paying later.