2019 Visible Equity CECL Roundtable Events

Join us for a Visible Equity CECL Roundtable hosted by a financial institution in your area to learn best practices for a successful CECL transition. Network with other executives in your area to better learn new allowance guidelines, implementation steps, regulatory impacts, and CECL stressors, as well as learn tips and tricks to help you be CECL-ready. An awesome lunch will be provided by Visible Equity.

What to Expect
Roundtable Discussion Points
CECL Prep, CECL Challenges, Institutional Impact, Leveraging CECL Data for Other Purposes
Visible Equity CECL Software Training
Segmentation, Individually-Reviewed Loans, Collectively-Reviewed Loans, Q&E Factors, Forecasting
Data Quality Assessment
Data History Requirements, Data Quality Best Practices, Common Data Pitfalls, Establishing Data Culture Within Your Institution
Justifying Base Loss Rate Selection
Base Loss Rate Selection, Back Testing, Data-Driven Decisions
Q&A
Questions/Topics Submitted Before Training + Live Questions
CPE Credits
Up to 2 CPE Credits Will Be Offered
What Does It Cost? What Should I Bring?
These CECL Roundtables are totally free and we are coming to a location near you. Please bring a laptop or tablet to the event, as parts of the discussion will be hands-on. Lunch is provided.
View All Roundtable Events 🡢
Are CPE Credits Offered?
Yes, up to 2 CPE credits will be offered. Visible Equity 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 the 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 below.
National Registry of CPE Sponsors Website 🡢
What Are Attendees Saying?
"I'm not a Visible Equity client, but I attended the CECL roundtable and I took about 3 pages of notes! The roundtable was very informative, and Visible Equity did a wonderful job. They covered everything from what our objectives should be with CECL, different data variables and struggles, what our justification needs to have, the different data models, and the vast amount of information available on the help page. I feel a lot more confident as we progress and move toward CECL. Visible Equity even touched on the product, and how to create your basic ALLL model, and then create a copy of it in order to apply the different models to it. The roundtable in no way felt like a “sales pitch”, if you will, and I left wanting the product. Overall, it was a fantastic roundtable, and was so personable!"
CECL Roundtable Schedule
Jan 16 Tucson, AZ Register
Jan 18 Jackson, MS Register
Jan 24 Tempe, AZ Register
Jan 25 San Diego, CA Register
Feb 6 West Valley City, UT Register
Feb 20 Houston, TX Register
Feb 21 Houston, TX Register
Mar 13 Denver, CO Register
Mar 14 Tampa, FL Register
Mar 14 Westminster, CO Register
Mar 14 Naperville, IL Register
Mar 15 Elgin, IL Register
Mar 19 Los Angeles, CA Register
Mar 20 Irwindale, CA Register
Mar 20 Anchorage, AK Register
Mar 21 Downey, CA Register
Mar 29 Austin, TX Register
Apr 8 Fort Worth, TX Register
Apr 11 Spokane Valley, WA Register
Apr 12 Albuquerque, NM Register
Apr 16 Winston Salem, NC Register
Apr 17 Lancaster, SC Register
Apr 24 Indianapolis, IN Register
Apr 24 Woodland, CA Register
Apr 25 Pittsford, NY Register
Apr 26 Albany, NY Register
May 1 Seattle, WA Register
May 2 Lacey, WA Register
May 7 Oklahoma City, OK Register
May 7 Mobile, AL Register
May 8 Little Rock, AR Register
May 8 Boston, MA Register
May 8 Hoover, AL Register
May 9 Plano, TX Register
May 9 Chelmsford, MA Register
May 9 Montgomery, AL Register
May 16 Corvallis, OR Register
May 17 Portland, OR Register
May 24 St. Louis, MO Register
June 5 St. Paul, MN Register
June 6 Meriden, CT Register
June 12 Louisville, KY Register
June 12 Richmond, VA Register
June 13 Chubbuck, ID Register
July 19 Hightstown, NJ Register
June 25 Beavercreek, OH Register
June 26 Toledo, OH Register
June 28 San Jose, CA Register
July 25 De Pere, WI Register
July 26 Mount Pleasant, WI Register
Sept 5 Oakton, VA Register
Sept 11 Norcross, GA Register
Sept 12 Jesup, GA Register
Sept 19 Helena, MT Register
Sept 20 Honolulu, HI Register
Sept 26 Mechanicsburg, PA Register
Sept 27 Philadelphia, PA Register
Sept 27 Hampden, ME Register
Sept 30 Clinton Township, MI Register
Sept 30 Clark, NJ Register
Oct 1 Lansing, MI Register
Oct 2 Omaha, NE Register
Oct 2 Brighton, MI Register
Oct 11 Baton Rouge, LA Register
Oct 17 Miramar, FL Register
Oct 18 Jacksonville, FL Register
Nov 5 Knoxville, TN Register
More dates coming soon! Register
"Visible Equity data is extremely powerful, and the usefulness of the data is invaluable when evaluating past performance and planning for the future. They also provide outstanding customer support."
Jacob Armijo
U.S. Eagle FCU
"We have been with Visible Equity since 2013. Since then we have decided to have them help us develop our CECL model. They have a very extensive library of standard reports and a very robust report-writing functionality if you choose to create your own reports."
Dean Uemura
Hawaii Community FCU