Moody’s User Group
Complimentary In-person event | Austin, TX
Omni Barton Creek Resort & Spa
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Demo stations
Check out the 8 demo stations we will have throughout the day on Wednesday. Stop by to meet our experts and learn more about our solutions.
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ECL Forecasting
To help better manage your allowance, ImpairmentStudio now projects CECL-compliant allowance for each individual scenario of the allowance run. Combined with the regulatory scenario forecasts from Moody's Analytics, ImpairmentStudio can be used to project 4-quarter-loss and CECL-compliant allowance under the CCAR/DFAST assumptions every month.
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Lending Intelligence
A comprehensive showcase of cutting-edge artificial intelligence solutions designed to revolutionize the lending process. You will have the opportunity to explore three key features that aim to enhance efficiency, accuracy, and decision-making in lending: Automated Credit Memos, Automated Covenants Management, and Automated Spreading.
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Improving the Borrower-Lender Experience
Step into the new era of credit origination with our enhanced CreditLens platform. Seamlessly exchange documents through our integrated borrower engagement workspace, expedite your prescreening through the Know-Your-Customer integration, experience the convenience of electronic loan closings, and explore an array of other loan origination capabilities. Transform your credit origination and assessment process with the CreditLens platform—a leader in efficiency and innovation in loan management!
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Monitoring Solutions
Experience the future of loan portfolio and CRE portfolio monitoring at our demonstration station where your decisions are informed, your strategies are refined, and your risks are anticipated. See how you can unlock the potential of AI-enabled technology designed to provide actionable insights and responsive dashboards directly from plain English requests.
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EDF-X
This demo session is your ultimate guide to unleashing the full power of EDF-X. Discover our early warning risk solutions and broader credit risk management framework, and learn the basics from logging in to setting up a portfolio.
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Research Assistant/Gen AI
Moody’s Research Assistant combines the latest in Gen Ai with Moody’s extensive proprietary data. Transform your credit analysis by synthesizing vast amounts of Moody’s Investors Service ratings and research available on CreditView within seconds. Quickly generate a comprehensive view of risk along with citations to the source documents for transparency.
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Support Stations
Stop by and meet the team to get any questions answered about ALM or ImpairmentStudio.
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ImpairmentStudio
Visit our team with any questions you may have about our ImpairmentStudio solution.
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Scott is a Director in the Regulatory and Accounting Solutions team responsible for providing accounting expertise across solutions, products, and services offered by Moody’s Analytics in the US. He has over 15 years of experience leading auditing, consulting, and accounting policy initiatives for financial institutions.
Scott is a licensed CPA in Massachusetts and a member of the AICPA, with a Bachelor of Science in Accounting from Lehigh University.
Christopher Jones is Director, Product Management for Moody’s Analytics. Jones is responsible for the design, integration, and development of new ALM-related products as well as the enhancement of existing products relating to areas such as FTP, Capital Planning, and Liquidity. Previously, Jones served as the Asset Liability Manager for Silicon Valley Bank and has worked for over 25 years as an ALM practitioner. Jones joined the Moody's team in April 2022.
Jones holds a B.A. in Finance from Weber State University with a minor in German, as well as an M.B.A. from Utah State University.
Andrew M. Follmer is a Senior Director of Solutions Structuring at Moody’s Analytics, where he leads a team of origination and balance sheet experts focused on market outreach and product strategy. Andrew has contributed on a number of different initiatives at MA, including driving strategic initiatives for Production Agriculture and Commercial Real Estate origination. Before joining MA, Andrew was a banker, running a team of underwriters focused on Ag, C&I, CRE, and Small Business origination. Andrew holds a Master’s Degree in Business Administration from the University of Nebraska at Omaha.
Veteran technologist and entrepreneur Laurence Stock co-founded Numerated, a provider of digital solutions that streamline and expedite business lending. Laurence leads Numerated's new product initiatives. Founded in 2017, Numerated was incubated within Eastern Bank, where Laurence served as SVP of Emerging Technologies.
Since 2004, Brian has managed commercial loan origination platforms for a $2T bank in the Small Business, Business Banking, Middle Market Banking, and Commercial Wealth customer segments. Joining Moody’s in 2021, Brian’s focus has been advising commercial lending clients how to integrate business processes, controls and compliance into CreditLens.
Jake joined Moody’s Analytics in 2017 and has been engaged in quantitative spatial research applied to the commercial real estate (CRE) sector. He currently leads efforts focused on understanding the impact of climate change and environmental events on CRE performance. He previously conducted urban and regional economic research while serving as an Economic Analyst at the Federal Reserve Bank of Philadelphia. Jake holds a B.A. in Economics from SUNY Oswego and jointly earned an M.A. in Mathematics and M.S. in Financial Economics from SUNY Buffalo. He also concurrently completed a Master’s in Applied Statistics while obtaining his Ph.D. in Geography from The Ohio State University.
Sara Gouthro, Assistant Director, Senior Product Consultant, Moody’s Analytics
Sara is an experienced financial professional focusing on implementation and training on asset liability management. She previously served as Implementations Specialist at ZM Financial Systems (now part of Moody’s Analytics) and as Associate Vice President, Asset Liability Management, for EasCorp. Sara holds a B.A. of Economics from College of the Holy Cross as well as an MBS from University of Massachusetts Lowell.