Dan is VP of Professional Services of Trellance, the premier loan portfolio analytic service provider for credit unions and has been serving credit unions exclusively since 2009. Dan is a CFA® charterholder and Certified Public Accountant. Prior to joining Trellance, he served as a financial statement auditor. Dan is passionate about telling stories. He has helped hundreds of credit unions throughout the United States to understand their loan portfolio's story using data.
Walk through loan performance trends presented through their loan level peer analysis platform, including delinquency and charge offs.
Review CECL requirements, how to prepare to comply with CECL and the pros and cons of different models.
Review the economic trends that impact the real estate market, explore the possibilities of what is to come and discuss how credit unions can position themselves for success in a wide range of outcomes.
Review the economic trends that impact the auto market, explore the possibilities of what is to come and discuss how credit unions can position themselves for success in a wide range of outcomes.
Growing your Credit Card Portfolio through Pro-Active Credit Line Increases.
Understanding the risk in your portfolio by examining different credit and collateral quality attributes.
Maintaining profitability in a rising interest rate environment.
Actionable Insights for our data driven times.
How to set and manage concentration and policy limits for your loan portfolio.