No Panic in a Pandemic: What You Should Consider About Credit Evaluation in Times of Stress

Presented on:
August 18, 2020 10:00 AM PT
1 hour

Join us for an on-demand webcast on how financial institutions can manage the risk environment in the credit field. We’ll discuss how to assess loans and lending relationships during the challenging climate of the COVID-19 pandemic as well as provide guidance for pursuing or undergoing a merger or acquisition. This webcast will include insight for those that have adopted current expected credit losses (CECL) as well as those that haven’t.



David W. Giesen, Senior Managing Director, Ankura

David W. Giesen is a Senior Managing Director at Ankura, based in Chicago. His specialty includes financial valuation, credit due diligence and analysis, merger, and acquisition support, and operational consulting for banks, savings institutions, credit unions, and other financial service providers. Dave has worked in the financial services business for more than 30 years. He also has financial analysis experience in the passenger railroad business. Dave served as a managing director in Navigant’s transaction advisory services practice, acquired by Ankura in 2018. In that role, he led engagements covering financial institution valuations, credit due diligence, regulatory compliance, mergers and acquisitions, and corporate strategy and operations. His work assisted banks in evaluating whether to move forward on acquisitions based on credit review, financial performance, and expected goodwill.

Gabe Nachand, Partner, Financial Institutions National Practice Leader, Moss Adams

Gabe Nachand joined Moss Adams in 1995 and has been a partner in the Financial Services Practice since 2005. He’s a 2008 graduate of Pacific Coast Banking School and has been auditing and consulting with financial institutions virtually his entire career. In 2000, Gabe received the firm’s Technical Excellence Award in recognition of his technical expertise. Gabe’s client base consists exclusively of financial services companies, many with complex accounting and auditing issues. His areas of expertise include enterprise risk management implementation and evaluation; technical accounting matters such as acquisition accounting, stock-based compensation, mortgage operations (servicing, hedging, and related derivatives), and fair value considerations; customer profitability; due diligence engagements; credit review and allowance methodologies; and SEC financial reporting (periodic reporting and registration statements). Gabe serves as the quality control coordinator for one of the firm’s largest practice offices, routinely dealing with professional standards and independence matters. In 2016, Gabe was appointed to a task force of the AICPA’s Depository Institutions Expert Panel, focused on addressing CECL modeling challenges for the banking industry.

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