Practical CECL Transition

Practical CECL Transition

August 22, 2017

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About the Webinar

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Practical CECL Transition

About the Presenter

Garver Moore Advisory Services Sageworks

PRESENTER BIO

Garver Moore works with the Advisory team at Sageworks, collaborating with our internal product specialists on our market offerings and assisting clients who want to optimize their institutions for growth and profitability.

Garver brings a decade of enterprise software, analytic and advisory experience to the team. Before joining Sageworks, Garver served clients as a consultant with Accenture, and he later worked with C-suite executives on technology strategy and delivery as a managing partner of the Orange Advisory Group. He received his bachelor's degree in computer engineering from Duke University, a subject of contention with his colleagues from lesser basketball traditions.

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Sageworks Advisory Services

PORTFOLIO MANAGEMENT SERVICES

Utilize Sageworks' Advisory Services Group as a partner and an extension of your team.

Our consultants work with institutions to optimize processes to align with strategy, goals, and mission. Our services enable firms to proactively monitor trends and drive efficiencies in the lending cycle.

Services Include ? Model Transition and Validation

Services ? CECL Transition Services ? Prepayment, Curtailment, Funding,

and Cash Flow modeling ? Risk Rating Policies and Backtesting ? Profitability Analytics

? Valuation Services ? Economic Modeling ? Process Optimization ? Professional Education ? DFAST Support ? ALM Support

OPTIMIZATION

INSTITUTION DATA

SAGEWORKS SOLUTIONS



Disclaimer

This presentation may include statements that constitute "forward-looking statements" relative to publicly available industry data. Forward-looking statements often contain words such as "believe," "expect," "plans," "project," "target," "anticipate," "will," "should," "see," "guidance," "confident" and similar terms. There can be no assurance that any of the future events discussed will occur as anticipated, if at all, or that actual results on the industry will be as expected. Sageworks is not responsible for the accuracy or validity of this publicly available industry data, or the outcome of the use of this data relative to business or investment decisions made by the recipients of this data. Sageworks disclaims all representations and warranties, express or implied. Risks and uncertainties include risks related to the effect of economic conditions and financial market conditions; fluctuation in commodity prices, interest rates and foreign currency exchange rates. No Sageworks employee is authorized to make recommendations or give advice as to any course of action that should be made as an outcome of this data. The forward-looking statements and data speak only as of the date of this presentation and we undertake no obligation to update or revise this information as of a later date.

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