Moody's Analytics User Group Forum

Complimentary In-person event | The Las Colinas Resort, Dallas, TX

Please note: Registration will close 24 hours prior to the event start date.

AGENDA

  • 13:00

    Golf

    • Date/Time: Wednesday, October 18
      • 12:00 PM CT: Guests can arrive at noon to practice on the driving range prior to tee time at 1:00 PM.
      • 1:00 PM CT: Shotgun Tee-time 
    • Address: Tour 18 Golf Course, 8718 Amen Corner, Flower Mound, TX 75022.
      • Group transportation will not be provided to the golf course. Please arrange your own transportation (Uber/Lyft, etc.)
    • Lunch: Assorted boxed lunches will be provided on-site at the golf course
    • Golf carts: All carts will be equipped with rental clubs, if requested, and golf balls.
    • Luggage storage: The staff will direct you to a dedicated room to store your luggage upon arrival.
    • Coach transportation to Las Colinas Resort: At the end of the day, coach bus transportation will be provided to transport golfers to the Las Colinas Resort. The first bus will leave at 5:00pm and the last bus will leave at 5:15pm CT.



  • 14:00

    Registration check-in

    2:00 PM - 6:30 PM

  • 18:00

    Welcome Reception & Dinner

    6:00 PM - 8:00 PM

  • 07:30

    Breakfast & Registration check-in

  • 08:30

    Welcome & Opening Address

  • 08:45

    Keynote - Economic Outlook: Still Resilient

  • 09:30

    Transition Break

  • alt_route
    09:40

    Breakout Session Set 1

    • 09:40

      Prepare in Advance for Credit Risk with EDF-X

      Credit Analytics - EDF-X™

      Backed by our time-tested models, RiskCalc and CreditEdge, EDF-X analyzes 450 million pre-scored companies globally, informing you of impending risks and sending alerts to help you stay on top of your entire portfolio.  

      In this session we’ll  discuss the benefits of EDF-X from automated credit risk ratings to actionable insights into the creditworthiness of a particular company.  We’ll also highlight capabilities for scenario analyses based on integration with various alternative and economic data.  

    • 09:40

      Setting You Up for Success - CreditLens Integrations and Best Practices

      Loan Origination - CreditLens™

      What are best practices for optimizing your CreditLens environment post implementation?  This session will present key recommendations for a successful operational support model, including integrations with other systems and efficient data and process flows. Particular attention will be given to training resources and expanding the roll-out within your organization.

    • 09:40

      Analyzing Period-Over-Period Changes in the Allowance

      CECL Allowance - ImpairmentStudio™

      Join us as we showcase the various tools at your disposal, both within and outside of ImpairmentStudio, to help  explain the changes in your institution’s loss allowance. Topics will include the out-of-the-box reports available in ImpairmentStudio, attribution analysis tools and benchmarking resources.

      Kent Booth
      Kent Booth Associate Director - Senior Product Consultant, Moody's
      Sam Pallas
      Sam Pallas Associate Director - Customer Success, Moody's
    • 09:40

      How to Set Effective Risk Limits

      Portfolio Management - RiskFrontier™ and PortfolioStudio™

      This session will discuss how capital-based limits can be derived from a portfolio-level risk assessment. We also describe a case study and discuss practical constraints to implementing an effective risk limits system.

      Jeff Graham
      Jeff Graham Director-Advisory Services, Moody's
      Glenn Levine
      Glenn Levine Senior Director-Customer Success Management, Moody's
  • 10:25

    Transition Break

  • alt_route
    10:30

    Breakout Session Set 2

    • 10:30

      Looking Ahead to 2024: Growth Drivers and Risks Impacting Lending

      Loan Origination - CreditLens™

      What are we anticipating the commercial lending landscape to look like in 2024?  How can CreditLens be used to drive improvements in efficiency ratios and foster greater profitability during a period of tighter lending standards?  How does the CreditLens development plan align with changing market conditions and requirements? Join us to discuss growth drivers and emerging risks in this higher interest rate environment.

      John Benesh
      John Benesh Director - Product Management, Moody's
    • 10:30

      EDF-X: The Future of Credit Analytics

      Credit Analytics - EDF-X™

      It’s no longer about models and metrics but about decision analytics. EDF-X turns the value of our data into action, enabling you to make better credit decisions with Moody's recommended views or custom dashboards that are tailored just for you.

      In this session we’ll focus on core functionalities related to early warning,  portfolio monitoring as well as  integrations with CeditLens and other Moody’s solutions.  We’ll also provide a preview of our 2024 product innovations.  

    • 10:30

      ImpairmentStudio Roadmap & Innovation Session

      CECL Allowance - ImpairmentStudio™

      Hear directly from the ImpairmentStudio product team as they review and address questions on the features and fixes added in the most recent release. The team will also preview future enhancements and innovations based on prioritization of customer feedback.

      MJ
      May Jeng Director-Research, Moody's Analytics
    • 10:30

      Portfolio Solution Developments & Innovation Session

      Portfolio Management - RiskFrontier™ and PortfolioStudio™

      Join this session to walk through a portfolio management case study utilizing the latest product features. This session will also provide an update on the roadmap and next generation developments of our portfolio risk solutions.

      Abinash Arulanandam
      Abinash Arulanandam Director-Portfolio Management, Moody's
      Deepa Prakash
      Deepa Prakash Director-Product Management, Moody's
  • 11:15

    Networking Break and Innovation Labs

  • alt_route
    11:45

    Breakout Session Set 3

    • 11:45

      Evolution of CreditLens: The Arrival of Global Cash Flow

      Loan Origination - CreditLens™

      Elevate your financial analysis to new heights with the delivery of Global Cash Flow functionality in CreditLens 5.23.11.  Learn about more advanced features of the financial analysis module such as custom ratios and projections.

    • 11:45

      EDF-X in Action

      Credit Analytics - EDF-X™

      This demo session is your ultimate guide to unleash the full power of EDF-X. Discover what sets it apart from other early warning risk solutions, learn the basics from logging in to setting up a portfolio, and master the most sought-after features from peer analysis to custom alerts. We’ll also give an overview of the benefits and implementation of our API for integration with your in-house systems.

    • 11:45

      Peer Discussion on CECL Calculation & Support Processes

      CECL Allowance - ImpairmentStudio™

      Join your peers in a roundtable discussion as they share what they have learned through three quarters (or longer) of CECL. This will be a moderated session, but one that encourages open discussion of your CECL or IFRS 9 experience including best practies, lessons learned, and what is on the horizon.

    • 11:45

      A Practical Guide to Managing Concentrations: How Much is Too Much?

      Portfolio Management - RiskFrontier™ and PortfolioStudio™

      Building concentrated portfolios often results from financial institutions having expertise in certain asset classes, industries and geographic areas.  In this session our presenters will walk through an example of analyzing and reporting on portfolio concentration risk and some of the actions that can be taken to mitigate this risk.

      Jeff Graham
      Jeff Graham Director-Advisory Services, Moody's
      Libor Pospisil
      Libor Pospisil Senior Director-Analytics & Modeling, Moody's
  • 12:30

    Lunch

  • alt_route
    13:30

    Breakout Session Set 4

    • 13:30

      Portfolio Watch: Keeping Tabs on Your Loans

      Loan Origination - CreditLens™

      Join us to learn how to leverage CreditLens Monitor™ to enhance your portfolio management experience and gain deep and actionable insight into your loan portfolio. Learn the most effective ways to track covenants and better measure performance over the lifecycle of your credits.

    • 13:30

      Prepare in Advance for Credit Risk with EDF-X

      Credit Analytics - EDF-X™

      Backed by our time-tested models, RiskCalc and CreditEdge, EDF-X analyzes 450+million pre-scored companies globally, informing you of impending risks and sending alerts to help you stay on top of your entire portfolio.  

      In this session we’ll discuss the benefits of EDF-X from automated credit risk ratings to actionable insights into the creditworthiness of a particular company.  We’ll also highlight capabilities for scenario analyses based on integration with various alternative and economic data.  

    • 13:30

      Analyzing Period-Over-Period Changes in the Allowance

      CECL Allowance - ImpairmentStudio™

      Join us as we showcase the various tools at your disposal, both within and outside of ImpairmentStudio, to help  explain the changes in your institution’s loss allowance. Topics will include the out-of-the-box reports available in ImpairmentStudio, attribution analysis tools and benchmarking resources.

      Kent Booth
      Kent Booth Associate Director - Senior Product Consultant, Moody's
      Sam Pallas
      Sam Pallas Associate Director - Customer Success, Moody's
    • 13:30

      Optimizing a Credit Portfolio to Improve the Earnings Profile

      Portfolio Management - RiskFrontier™ and PortfolioStudio™

      This session will show how a credit risk assessment can be used to optimize a portfolio’s risk-adjusted returns. We also present a case study which leverages our portfolio management solution in combination with ALM analysis, and show how it can improve your firm’s earnings profile.

      Glenn Levine
      Glenn Levine Senior Director-Customer Success Management, Moody's
      Abinash Arulanandam
      Abinash Arulanandam Director-Portfolio Management, Moody's
  • 14:15

    Networking Break and Innovation Labs

  • alt_route
    14:45

    Breakout Session Set 5

    • 14:45

      Lending Suite Innovations Bring Increased Efficiency

      Loan Origination - CreditLens™

      Join us to learn more about upcoming initiatives in Generative AI, efficiency improvements and new tools to provide a more in-depth look at risk and better facilitate origination.

    • 14:45

      EDF-X: The Future of Credit Analytics

      Credit Analytics - EDF-X™

      It’s no longer about models and metrics but about decision analytics. EDF-X turns the value of our data into action, enabling you to make better credit decisions with Moody's recommended views or custom dashboards that are tailored just for you.

      In this session we’ll focus on core functionalities related to early warning,  portfolio monitoring as well as  integrations with CeditLens and other Moody’s solutions.  We’ll also provide a preview of our 2024 product innovations.  

    • 14:45

      Peer Discussion on Benchmarking CECL Allowance - ImpairmentStudio

      CECL Allowance - ImpairmentStudio™

      Join your peers in a roundtable discussion as they share how they benchmark their allowance reserves with management and the board. Understand how they compare themselves with their peers and review the available benchmarking tools available with ImpairmentStudio.

      Annie Choi
      Annie Choi Senior Director-Product Management, Moody's
    • 14:45

      Assessing Credit, Climate and ESG Risks in a Unified Framework

      Portfolio Management - RiskFrontier™ and PortfolioStudio™

      Risk managers are increasingly being asked to evaluate the impact of non-financial risks on potential portfolio losses.  In this session, learn how to capture the relationships between credit, climate and ESG risks as part of a single, holistic risk process.

      Abinash Arulanandam
      Abinash Arulanandam Director-Portfolio Management, Moody's
  • 15:30

    Transition Break

  • alt_route
    15:35

    Breakout Session Set 6

    • 15:35

      The Art of Originating a Deal – Originate and close a (CRE) deal from start to finish

      Loan Origination - CreditLens™

      See how you can leverage CL CRE to complete an end-to-end loan origination process from opportunity assessment to term sheet generation to underwriting, decisioning, closing  and monitoring

    • 15:35

      EDF-X in Action

      Credit Analytics - EDF-X™

      This demo session is your ultimate guide to unleash the full power of EDF-X. Discover what sets it apart from other early warning risk solutions, learn the basics from logging in to setting up a portfolio, and master the most sought-after features from peer analysis to custom alerts. We’ll also give an overview of the benefits and implementation of our API for integration with your in-house systems.

    • 15:35

      Joint session with Portfolio Management

      CECL Allowance - ImpairmentStudio™

      The CECL Allowance Stream during this time will join together with the Portfolio Management Stream session “Utilize Portfolio Strategies to Manage Future Credit Risk Provisions”

    • 15:35

      Utilize Portfolio Strategies to Manage Future Credit Risk Provisions

      Portfolio Management - RiskFrontier™ and PortfolioStudio™

      How can you forecast and manage the impact of future allowances?  Join this session to learn how to leverage PortfolioStudio to manage Expected Credit Loss (ECL) volatility in future periods.

      Libor Pospisil
      Libor Pospisil Senior Director-Analytics & Modeling, Moody's
  • 16:20

    Transition Break

  • 16:30
  • 17:00

    Closing Reception & Dinner

    5:20 PM - 7:20 PM