CECL Approach & Preparedness for Community Banks

Finance & Accounting

With the implementation of CECL still being a fairly new concept for banks, having the opportunity to see how other banks have implemented this approach can serve as a valuable tool for implementation. This session will offer a walkthrough of a bank’s excel templates, dashboards, and other technical documentation. Attendees will get a front row seat to one bank’s white paper on their CECL methodology. Learn how they have implanted their model and manage data to produce a timely CECL allowance.

Who Should Attend: Chief Financial Officer, Controller, Chief Credit Officer, Chief Banking Officer, Compliance Officer, Auditor

Learning Objectives

  • Learn how another institution is implementing CECL
  • Explore a forward-looking management tool that provides a stable quarterly allowance that is sensitive to changes in the economy
  • Understand the transparency of this institution that will provide ease of maintenance combined with data integrity and reliability


Aaron Lucey
VP & Information Security Officer
Summit State Bank
Aaron Lucey has over 15 years’ experience in information security and risk management. He graduated from Sonoma State University with an executive master of business administration and bachelor of arts degree. Aaron has published numerous articles on risk and is often a speaker on the topic of CECL.

Brian Reed
EVP & Chief Credit Officer
Summit State Bank
Brian Reed brings over 30 years of lending and community banking experience to his role. He earned his master’s degree from the American Graduate School of International Management in Arizona, and graduated with a bachelor’s degree in business economics from the University of California at Santa Barbara, with an emphasis in accounting and corporate finance.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association 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:www.nasbaregistry.org.


Click here to register online