JENKINTON, PA (PRWEB) October 16, 2015
Meyer-Chatfield Corp., an industry leader in BOLI, CUOLI, and compensation advisement, is proud to sponsor SNL Knowledge Center's event, "Be Prepared! Achieve a Successful Safety & Soundness Examination." The event will take place on October 29th, 2015 from 2:30PM to 4:00PM ET.
Because enforcement is becoming more common, detailed, and perilous for financial institutions, there is increased scrutiny of BOLI programs – particularly management’s documentation and familiarity with their internal risk management practices. In this session, attendees will get an up-to-the-minute review of the state of regulatory exams and how to minimize risk.
Learning objectives include regulatory exam hot-topics, what you should expect when the examiners arrive, and how to be better prepared for your exam. A variety of panelists will participate, including James Calla, National Sales Director at Meyer-Chatfield, Richard Garabedian, Counsel Member of the Financial Services Practice Group, Shutts & Bowen, LLP, and Chris Pezalla, FSA, MAAA Executive Vice President at Meyer-Chatfield. Those who attend can expect lively roundtable discussions about Safety and Soundness Examination historical data experienced by the veteran experts and their firms.
Attendees can receive credits from this program for continuing education. This includes 1.5 hours of Continuing Education Credit at CFA Institute or 1.5 hours of Continuing Education Credit at the National Association of State Boards of Accountancy. Attendees can view on their desktop, or stream to their mobile device. By registering, attendees are granted access to the webcast and to hard copy print outs of the associated Power Point slides. The event is free for SNL Subscribers and $199.00 for all others. Not an SNL member? The first 20 people can sign up for free using the code. On the last page of registration, use the code: MC20SNL. To listen to the webinar: Click Here
The agenda will be as follows:
-Regulatory focus (chasing yield, IRR, cybersecurity, BSA)
Earnings pressure/fee income/high interest rate risk
-Rates increasing… are banks prepared?
-Non-traditional lenders like Prosper & the Lending Club
BOLI internal risk management
-Importance of documentation
-Management’s need to exhibit proficiency in risk management techniques
What to expect from examiners/… poor exam ratings stories on relevant
Those interested may register here: center.snl.com/Programs/webinar.aspx?id=4294974359#
About Meyer-Chatfield Corp.: Meyer-Chatfield delivers nonqualified benefit and BOLI administration and portfolio services to financial institutions across the United States via its team of 16 consultants and 30 support personnel located in 13 regional offices. Meyer-Chatfield offers a near‐seamless approach from design to implementation. The Meyer-Chatfield team has helped over 400 banking organizations recruit, retain, and reward executives, directors and employees critical to each bank’s success. To learn more about Meyer-Chatfield, visit http://www.meyerchatfield.com/.