Loan Portfolio Management Using Data and Technology

Originally recorded on September 26, 2017, 50 minutes

A free recorded webinar brought to you by CUNA Strategic Services and Twenty Twenty Analytics.

When Twenty Twenty was founded in 2009, data was a four letter word to be avoided like the plague (or Voldemort). Today it’s proliferated throughout our lives, both personally and professionally. Data isn’t simply accepted, it’s integral to providing your members competitive products while maintaining safety and soundness.

Using Twenty Twenty Analytics’ interactive, web-based portal as a guide, they’ll illustrate how you can use data to:

  • Evaluate profitability by loan type and risk profile
  • Drill down to identify the low hanging fruit in risk mitigation
  • Stress test your portfolio and comply with NCUA regulations
  • Evaluate your loan loss reserve under the expected credit loss (CECL) methodology

Presenter: Daniel Price, CPA, CFA, Managing Director

Dan is a CFA charterholder and certified public accountant. He has extensive experience in audits, compilations and reviews. He is active in the loan modeling process and customization of the models used for our clients throughout the United States.

For more information, contact Brenda Halverson, CUNA Strategic Services alliance manager, at 800-356-9655, ext. 4110, or bhalverson@cuna.com.

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