Syncing Portfolio Analytics, Stress Testing, and Loan Review
Syncing Portfolio Analytics, Stress Testing, and Loan Review: The Power of 3 | Presented by 
August 12, 2021
10:00 am - 11:30 am CST
Investment:
Complimentary (members) / $120 per person (nonmembers)
Description:
From a credit risk management perspective, each of these concepts is traditionally seen as separate disciplines, with separate deliverables. Going forward, it would be more effective if the three were synced holistically. Together, they are mutually informative and provide an efficient and dynamic solution to staying on top of, and ahead of, emerging credit risk in our portfolios. In this session, attendees will learn how to interpret the critical markers within each discipline,
Takeaways:
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How to interpret the critical markers within each discipline which better inform credit risk managers
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How to create an informative co-dependency among the three concepts.
Presenter: David Ruffin, Executive Vice President, QwickRate
David’s extensive experience in the financial industry includes a long and pronounced emphasis on credit risk in a variety of roles that range from bank lender and senior credit officer to co-founder of the successful Credit Risk Management, LLC consultancy and professor at several banking schools. A prolific publisher of credit-focused articles, he is a frequent speaker at trade association forums, where he shares insights gained helping lending institutions evaluate credit risk—in both its traditional, transactional form as well as the risk associated with portfolios based on a more emergent macro strategy. David is an expert in assessing all aspects of the credit process and culture. Over the course of decades, he has led teams providing thousands of loan reviews and performed hundreds of due diligence engagements focused on M&A and capital raising. Most recently he headed the DHG-Credit Risk Management division at the Dixon Hughes Goodman accounting firm. David holds a B.A. from the University of North Carolina-Chapel Hill, a M.S. from East Carolina University and multiple degrees from the American Bankers Association’s graduate lending schools.
