I'm the industry technical leader for financial institutions, mortgage, and consumer finance companies. In this role, I serve both public and private institutions, perform quality control reviews, and advise our team so that they stay on the forefront of industry and regulatory developments. I have extensive experience managing audits of SEC registrants and the related review of required SEC filings. In fact, I’ve worked with an SEC registrant every year for more than 10 years.
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In 2009, I successfully donated half of my liver to my Mom who was nearly losing a battle with a rare liver disease. Since then, she has danced at my wedding and been able to spend time with her granddaughter.
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Navigating the road to the new CECL standard
Since the new accounting standard for current expected credit losses (CECL) was released in June 2016, many community institutions have started planning for the new methodology. Haven't made much headway? It's not too late. Here's how to start.
How to implement CECL using Excel
Unsure how to implement CECL using Excel? View our on-demand webinar to hear from our experts and learn which option is right for you.