Schedule of Events

Making Sense of CECL: An Interactive Workshop

Jun 26-27, 2018

Phoenix, AZ

During this hands-on workshop (limited availability), attendees will navigate the uncharted waters of CECL together, using tools designed to explore various methodologies and implications to the credit union business model.  You’ll work with your unique data and collaborate with other credit unions as you bring the various aspects of CECL into focus.

  • Understand CECL requirements, methodologies, and data considerations
  • Strategize the impact to your business model
  • Discuss various options to calibrate forecasts and assumptions
  • Plan your implementation

By design, FASB has not prescribed the “right answer.”  As a result, there are opportunities for you to consider and many decisions for you to make.  The sooner you start thinking about how to implement CECL at your credit union, the better off you’ll be.

You’ll participate in discussions and walk through exercises and examples to help you link implementation with strategic outcomes.

  • What are the strategic implications of various loss estimate methodologies for your credit union?
  • How could CECL impact business models and strategic decisions going forward?
  • What are things to consider regarding different methodologies?
  • What factors should be considered in forecasts and how much forecasting is enough?
  • How well do forecasted losses connect with your credit union’s unique experience?

In preparation for the session, we’ll work with you on the types of data to collect so you can arrive at the workshop ready to hit the ground running.

It’s much more than covering minimum requirements; this workshop will help participants be better equipped to consider strategic implications, reduce pitfalls, make the most of opportunities, and implement CECL in a meaningful way.

Participants will earn up to 16 CPE credits

Content level: Intermediate

Instructional Delivery Method: Group Live

Location:  Course is in sunny Phoenix, Arizona at our headquarters next to the South Mountain Preserve, the nation’s largest municipal park, with 51 miles of trails for hiking, biking, and horseback riding. You may even want to make a long weekend of it and visit Sedona or the Grand Canyon. We also are near several local favorites like the Desert Botanical Garden and the Phoenix Zoo.

CPE Field of Study: Accounting                                               

Prerequisite Education or Experience: Basic familiarity with credit union financial statements and a basic understanding of credit loss reserve determination

Advance Preparation Requirements: In preparation for the session, we’ll work with you on the types of data to collect so you can arrive at the workshop ready to hit the ground running

Who Should Attend: A team of up to 4 people per credit union that includes the CFO. The CLO and CIO are encouraged to attend and others, such as the CEO and CRO, are welcome

Fees, Refund, and Course Cancellation Policy

Fee: $2,500 per credit union

Refunds will not be given for cancellations received less than 30 days prior to the session; however, a substitute from your credit union is welcome.

In the rare case that a class must be cancelled, c. myers will make every effort to do so 30 days or more in advance of the class, in which case we are not responsible for travel costs or penalties incurred.

Complaint Resolution Policy

c. myers will make every effort to resolve complaints regarding NASBA compliance within a reasonable amount of time and in a confidential manner. A formal complaint must be submitted in writing and must set forth a statement of the facts and the specific remedy sought. Submit complaints to:

c. myers corporation
Attn: CPE Program Administrator
8222 South 48th Street
Suite 275
Phoenix, AZ 85044

CPE Program Administrator: 800.238.7475

National Registry of CPE Sponsors, A/LM Education

c. myers corporation 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 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:

c. myers corporation
Promenade at South Mountain
8222 S. 48th Street, Suite 275
Phoenix, AZ 85044

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