Webinar: Panel on Model Risk Management for Credit Unions and Community Banks by MRMIA

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About This Webinar

Allied Solutions sponsors a panel of credit union model developers and owners to discuss the emerging practice of model validation, monitoring, and regulatory requirements.

Presenters

Joseph Breeden

Dr. Breeden has been designing and deploying risk management systems for loan portfolios since 1996. He founded Deep Future Analytics in 2011, which focuses on portfolio and loan-level forecasting solutions for pricing, account management, stress testing, and CECL; serving credit unions, banks, and finance companies. He is also the owner of auctionforecast.com, which predicts the values of fine wines using a proprietary database with over 2.5 million auction prices.

He is member of the board of directors of Upgrade, a San Francisco-based FinTech; an Associate Editor for the Journal of Credit Risk, the Journal of Risk Model Validation, and the Journal of Risk and Financial Management; and President of the Model Risk Managers’ International Association (mrmia.org).

Dr. Breeden earned a Ph.D. in physics, and has published over 80 academic articles, 8 patents, and 4 books. His upcoming book, Creating Artificial General Intelligence and Preventing the AI Apocalypse, will be published in Summer 2022.

Mahesh Viswanathan

Vice President, Credit Risk Modeling & Analytics at BECU

Goal-centered leader with high-performance career that includes 18 years of excellence at HSBC, Europe’s largest bank, and the most recent 2 years at BECU, one of the largest credit unions in the US. Skilled strategist with an eye for developing and implementing vital risk management initiatives. Adept manager with unique ability to identify opportunities for potential growth and execute multi-tiered plans to achieve actionable goals on time and under budget. Motivated supervisor with long history of building effective teams of diverse employees with varying levels of experience. Accomplished problem-solver with proven track record of streamlining operational procedures and improving communications across multiple divisions.

Thomas Dahlin

Director of Model Risk Management at Centennial Bank

Tom Dahlin is a risk practitioner with over 25 years of experience - managing within both large and smaller bank institutions, including JP Morgan Chase, HSBC, RBS/Citizens, and most recently, Centennial Bank in Little Rock, Arkansas. His quantitative experience includes credit, market, operational, and model risk, with a specialization in stress testing, reserves, and economic capital. Tom has authored multiple research publications on U.S. demographics and retail sales. He strives to adopt risk initiatives with pragmatism and simplicity, whenever possible. Tom holds a Masters degree in Economics from University of Hartford, and he resides in Little Rock, Arkansas, with his family.

Michael Bryan

VP of Data and Digital Strategy for Allied Solutions

Entrepreneurial operating executive with full P&L ownership experience, strategic vision, and 20 years of proven success accelerating business growth, driving digital innovation, and producing strong financial and operational results. Successful in evolving industries experiencing start-up, turn around, realignment, and accelerated growth scenarios.

Passionate about growing a business, building great teams, delivering winning product and service solutions, and delighting customers in dynamic entrepreneurial environments.

15 years of experience driving SaaS software strategy and execution while leveraging agile development methods and technology innovation.

►Competencies

* Strategic Leadership: Develop long term vision, craft market strategy, and lead business execution

* Team Building: Identify, empower, coach, and develop talent to leverage individual and team strengths

* Operations Management: Drive P&L results through revenue growth, productivity gains, and cost management

* Business Development: 4 business units ▪ 400+ consumer products ▪ 150+ partnerships ▪ 14 technology platforms

* M&A: Have lead multiple Strategic Investments, Acquisitions, Operational Onboarding and Integrations, and Divestitures.

* Consulting: Assess trends, business needs, and opportunities to develop a vision aligned with business strategy focused on an actionable roadmap to deliver real value and real results.

Briony Pentecost

Senior Vice President, Model Risk Manager at Banner Bank

Briony has over 10 years of experience in the financial industry. Since joining Banner Bank, Briony has designed and implemented the Bank’s model risk management framework, which entailed developing policies, procedures, and templates supporting model governance, development and implementation, and validation. In her role as Model Risk Manager, she oversees the governance and reporting activities for the Bank’s entire suite of models and is also responsible for performing and supervising annual reviews and model validations, including those performed by external resources. Briony previously worked in the Quantitative Services practice at Promontory Financial Group, Inc. assisting financial institutions with regulatory compliance, particularly with respect to model validation. Briony holds a Bachelor of Arts in Economics from the University of Pennsylvania and is a Certified FRM.