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Susan Weber

Senior Manager | MBA, Prosci® CCP

susan.weber@berrydunn.com

A Senior Manager in BerryDunn’s Financial Services Practice Group since December 2021, Susan leads our CECL model validation and bank consulting engagements, and the firm’s Environmental, Social, and Governance (ESG) Task Force. Susan leverages her deep subject matter expertise to help clients with CECL implementation, credit risk and model risk management, policy, internal controls, governance, and board and executive presentations. She brings a wide-ranging perspective to every project, providing guidance on strategic initiatives and tactical applications.

Before joining BerryDunn, Susan spent 26 years in public banking working for community, regional, and Fortune 100 financial services companies. Susan directed credit risk management policies and activities for over a decade, and held leadership positions in retail banking, credit, asset quality, business development, recruitment, strategy, and relationship management.

D 207.842.8113

A Senior Manager in BerryDunn’s Financial Services Practice Group since December 2021, Susan leads our CECL model validation and bank consulting engagements, and the firm’s Environmental, Social, and Governance (ESG) Task Force. Susan leverages her deep subject matter expertise to help clients with CECL implementation, credit risk and model risk management, policy, internal controls, governance, and board and executive presentations. She brings a wide-ranging perspective to every project, providing guidance on strategic initiatives and tactical applications.

Before joining BerryDunn, Susan spent 26 years in public banking working for community, regional, and Fortune 100 financial services companies. Susan directed credit risk management policies and activities for over a decade, and held leadership positions in retail banking, credit, asset quality, business development, recruitment, strategy, and relationship management.

experience education & certifications industries services presentations & publications memberships community service events insights

Experience highlights

An advocate of straightforward approaches and solutions, she has served as a panelist on CECL adoption from a banker’s perspective at national and regional conferences, is a frequent guest speaker at professional and association events, and actively knowledge-shares through published articles and podcasts. 

Susan helps clients with a variety of issues, including:

  • CECL implementation and model validation
  • Credit risk management 
  • FDICIA, SOX, and Internal Control over Financial Reporting (ICFR) 
  • Process improvement
  • Strategic planning
  • Lending policies, procedures, and workflows 
  • Reporting and analysis
  • Remote team management
  • Employee engagement, mentorship, and coaching

Presentations and publications

  • ESG and You: Preparing your organization for success, BerryDunn's Recharge 2023 event 
  • ESG and You: What your financial institution should be thinking about, Trustees & Directors Forum presentation, Vermont Bankers Association
  • The Board’s role in Overseeing Credit Risk, a Maine Bankers Association Director’s Series presentation
  • Climate Scenario Analysis Exercise and Your Bank's Portfolio, CECL Radio podcast
  • Preparing for CECL, presented at the FMS Conference
  • CECL Implementation, presented at the Abrigo/Sageworks Credit Risk Conference
  • CECL implementation, Abrigo Webinar
  • What One Bank Views as the Key Decisions Ahead of CECL

Articles

Are CECL model validations required? And other burning CECL questions.
ESG: Understanding what it means to your organization
CECL and nonprofits: Common questions answered
Building the whole picture: CECL model documentation
Independent CECL model validation—Are you getting what you need? 
CECL's main provisions—what they mean to you
Evolving compliance reporting: What financial institutions need to know
Credit risk management: Assessing office sector risk
The journey on the road to CECL begins with one step
CECL documentation: Your methodology blueprint
CECL implementation: Segmentation ABCD's
CECL adoption: The five W's of data
CECL readiness: Vendor or no vendor? 
CECL implementation: Three steps for a medal-winning adoption 
Resolve to consider internal CECL controls
CECL isn't just for banks: Are you ready?
Unfunded commitments and CECL: You may be in for a big surprise
Reasonable and supportable forecasts, oh my! 
Implementing Q factors under CECL: Why your segmentation and other modeling choices matter
Implementing CECL: Kicking and screaming
Questions to ask when deciding your CECL Method

Related Services

Accounting and Assurance

FDICIA and SOX 404 Compliance
Technical Accounting

Consulting

Business Advisory

CECL Consulting CECL Model Validation

Related Industries

Conferences and tradeshows

2023 Risk Management Association Annual Risk Management Conference
November 13, 2023
Virtual
2023 National Bankers Association Annual Conference
October 19, 2023
Washington DC
2023 NH-VT Bankers Association Annual Conference
September 15, 2023
Quebec, Canada
Massachusetts Bankers Association Financial Institutions Finance Conference
November 29, 2022
Speakers: Susan Weber, Kaylyn Landry and Kristen Perry cover lessons learned through CECL implementation and model validation services in addition to a traditional tax and accounting update.
Vermont Bankers Association: Trustees and Directors Forum
November 3, 2022
Speaking engagement: In this session, BerryDunn's Susan Weber and David Stone will provide an update on the current ESG landscape and actionable insights for financial institutions to consider.
2022 FMS East Coast Regional Conference
September 18, 2022
Newport, RI

Podcasts

In the Know: FDIC Second Quarter 2023 Banking Profile and Impacts of Student Loan Repayments, ESG, and AI in Banking
October 27, 2023
In the Spotlight: Balancing Client Service, Mentorship, and Audits with Samantha Edie
August 23, 2023
In the Spotlight: Organizational Transformation with Tucker Cutter
August 11, 2023
In the Know: FDIC First Quarter 2023 Banking Profile
August 3, 2023
In the Spotlight: A Tax Coach for Banks, Tyler Waldrupe
July 20, 2023
In the Spotlight: Combining Audit and Consulting Experience with Josh Clark
June 29, 2023
In the Spotlight: Improving Audit Efficiency with Lindsay Francis
June 22, 2023
In the Spotlight: Getting to Know Jeff Ring, the "Accidental Accountant"
June 15, 2023
CECL Model Validation
June 14, 2023
In the Spotlight: Finding a Niche in Tax and Accounting with Jillian Santamaria
June 8, 2023
In the Spotlight: Guiding Clients on Complex Accounting with Kristen Perry
June 1, 2023
Lender Links: Understanding Nonprofit Financial Statements
May 1, 2023
Lender Links: Advancing Outcomes with Clinical Education for Home Health and Hospice Agencies
April 20, 2023
In the Know: FDIC Fourth Quarter Banking Profile
April 6, 2023
CECL Internal Controls
March 1, 2023
Climate Scenario Analysis Exercise and Your Bank's Portfolio
February 22, 2023
In the Spotlight: A Fulfilling Audit and Accounting Career with Rob Smalley
January 19, 2023
In the Spotlight: A Partner to Banks and Colleagues with Susan Weber
January 18, 2023
In the Spotlight: Guiding Audit Quality and Efficiency with Todd Desjardins
January 17, 2023
In the Spotlight: A Passion for Serving Banks and the Community with Jennifer Gureckis
January 13, 2023
In the Spotlight: A Journey to Accounting with Kaylyn Landry
January 12, 2023
In the Spotlight: Serving as a Trusted Advisor for Clients and Colleagues with Leah Clair
January 11, 2023
In the Spotlight: A Career Focused on Financial Institutions with Lisa Openshaw
January 10, 2023
In the Spotlight: Dissecting Accounting Standards to Help Clients Navigate Change with David Stone
January 9, 2023
In the Know: FDIC Third Quarter Banking Profile and Economic Updates
December 28, 2022
In the Know: CECL Model Risk Management and Economic Perspective
November 1, 2022
CECL Preparation: Elimination of TDRs and New Loan Modification Disclosures
September 9, 2022
Crossing the CECL Finish Line: What Comes Next?
September 9, 2022
CECL Preparation: Vendor Models, SOC 1 and SOC 2 Reports
August 31, 2022
CECL Preparation: Advice for Every Stage
June 8, 2022
CECL Preparation: Model Documentation
June 8, 2022
CECL Preparation: Unfunded Commitments and Debt Securities
June 8, 2022
CECL Preparation: Governance and Controls
June 8, 2022

Seminars and events

Annual New England Banking Seminar with BerryDunn and Stifel 2021
November 16, 2021
Virtual

Speaking engagements

Hot Topics in Bank Accounting
April 10, 2023
Speakers: Susan Weber, Jennifer Gureckis and David Stone of BerryDunn cover a diverse set of topics of interest to CFOs and their teams, including CECL and FDICIA requirements and considerations, and more.
Spring Executive Management Meeting
May 5, 2022
Proposed Audit, Accounting, and Tax Issues - Susan Weber, David Stone, Jillian Santamaria,

Videos

Tackle CECL financial statement disclosures with confidence
November 20, 2023
FDICIA: Preparing for $500 million in assets
August 4, 2021

Insights

Articles

CECL adoption: Allowance analysis and where we are now
Are CECL model validations required? And other burning CECL questions.
FDIC Issues its Second Quarter 2023 Quarterly Banking Profile
Accounting for carbon offsets: What to do when the rules are vague
ESG: Understanding what it means to your organization
FDIC Issues its First Quarter 2023 Quarterly Banking Profile
CECL and nonprofits: Common questions answered
Building the whole picture: CECL model documentation
Independent CECL model validation—Are you getting what you need? 
CECL's main provisions—what they mean to you
Evolving compliance reporting: What financial institutions need to know
Credit risk management: Assessing office sector risk
The journey on the road to CECL begins with one step
CECL documentation: Your methodology blueprint
CECL implementation: Segmentation ABCD's
CECL adoption: The five W's of data
CECL readiness: Vendor or no vendor? 
CECL implementation: Three steps for a medal-winning adoption 
Resolve to consider internal CECL controls
CECL isn't just for banks: Are you ready?
Student loans: Forgiveness, the end of forbearance, and where financial institutions fit into all of this
Unfunded commitments and CECL: You may be in for a big surprise
Reasonable and supportable forecasts, oh my! 
Implementing Q factors under CECL: Why your segmentation and other modeling choices matter
Implementing CECL: Kicking and screaming
Questions to ask when deciding your CECL Method
Don't forget about me! Changes in debt security accounting resulting from CECL 
TDR and CECL relief is extended for financial institutions
CECL: Understand the audit requirements and prepare for what's to come

Podcasts

In the Know: FDIC Second Quarter 2023 Banking Profile and Impacts of Student Loan Repayments, ESG, and AI in Banking
October 27, 2023
In the Spotlight: Balancing Client Service, Mentorship, and Audits with Samantha Edie
August 23, 2023
In the Spotlight: Organizational Transformation with Tucker Cutter
August 11, 2023
In the Know: FDIC First Quarter 2023 Banking Profile
August 3, 2023
In the Spotlight: A Tax Coach for Banks, Tyler Waldrupe
July 20, 2023
In the Spotlight: Combining Audit and Consulting Experience with Josh Clark
June 29, 2023
In the Spotlight: Improving Audit Efficiency with Lindsay Francis
June 22, 2023
In the Spotlight: Getting to Know Jeff Ring, the "Accidental Accountant"
June 15, 2023
CECL Model Validation
June 14, 2023
In the Spotlight: Finding a Niche in Tax and Accounting with Jillian Santamaria
June 8, 2023
In the Spotlight: Guiding Clients on Complex Accounting with Kristen Perry
June 1, 2023
Lender Links: Understanding Nonprofit Financial Statements
May 1, 2023
Lender Links: Advancing Outcomes with Clinical Education for Home Health and Hospice Agencies
April 20, 2023
In the Know: FDIC Fourth Quarter Banking Profile
April 6, 2023
CECL Internal Controls
March 1, 2023
Climate Scenario Analysis Exercise and Your Bank's Portfolio
February 22, 2023
In the Spotlight: A Fulfilling Audit and Accounting Career with Rob Smalley
January 19, 2023
In the Spotlight: A Partner to Banks and Colleagues with Susan Weber
January 18, 2023
In the Spotlight: Guiding Audit Quality and Efficiency with Todd Desjardins
January 17, 2023
In the Spotlight: A Passion for Serving Banks and the Community with Jennifer Gureckis
January 13, 2023
In the Spotlight: A Journey to Accounting with Kaylyn Landry
January 12, 2023
In the Spotlight: Serving as a Trusted Advisor for Clients and Colleagues with Leah Clair
January 11, 2023
In the Spotlight: A Career Focused on Financial Institutions with Lisa Openshaw
January 10, 2023
In the Spotlight: Dissecting Accounting Standards to Help Clients Navigate Change with David Stone
January 9, 2023
In the Know: FDIC Third Quarter Banking Profile and Economic Updates
December 28, 2022
In the Know: CECL Model Risk Management and Economic Perspective
November 1, 2022
CECL Preparation: Elimination of TDRs and New Loan Modification Disclosures
September 9, 2022
Crossing the CECL Finish Line: What Comes Next?
September 9, 2022
CECL Preparation: Vendor Models, SOC 1 and SOC 2 Reports
August 31, 2022
CECL Preparation: Advice for Every Stage
June 8, 2022
CECL Preparation: Model Documentation
June 8, 2022
CECL Preparation: Unfunded Commitments and Debt Securities
June 8, 2022
CECL Preparation: Governance and Controls
June 8, 2022

Press Releases

BerryDunn Expands Financial Services Practice Group to Meet Bankers' Demand for CECL Implementation Consulting Services
January 18, 2022

Resources

Benchmark your insitution's performance: CECL allowance analysis
October 25, 2023
CECL model validation guidance
October 3, 2023
CECL disclosure examples: Tackle financial statement requirements with confidence
September 6, 2023
Recharge 2023: BerryDunn's Annual NFP Event
June 14, 2023
New England Banking Event with Stifel and BerryDunn - 2022
October 14, 2022
CECL documentation checklist
April 25, 2022
CECL adoption infographic
April 11, 2022
2021 New England Banking Seminar
November 16, 2021
Creating a winning playbook: CECL accounting methodology
October 18, 2021
FDICIA compliance: Preparing for $1 billion in assets
April 13, 2021
FDICIA compliance: Preparing for $500 million in assets
February 15, 2021
FDICIA requirements for banks with total assets* of $500 million to $1 billion
FDICIA reporting requirements for banks with total assets of $1 billion or more

Education

BA, Dickinson College

MBA, University of Maine

Certifications

  • MBA
  • Prosci® CCP
Video
Tackle CECL financial statement disclosures with confidence
Event
In the Know: FDIC Second Quarter 2023 Banking Profile and Impacts of Student Loan Repayments, ESG, and AI in Banking
Resource
Benchmark your insitution's performance: CECL allowance analysis
Resource
CECL model validation guidance
Resource
CECL disclosure examples: Tackle financial statement requirements with confidence
Podcast
CECL Model Validation
Podcast
In the Know: FDIC Fourth Quarter Banking Profile
Podcast
In the Spotlight: A Partner to Banks and Colleagues with Susan Weber
Podcast
Crossing the CECL Finish Line: What Comes Next?
Podcast
CECL Preparation: Elimination of TDRs and New Loan Modification Disclosures
Podcast
CECL Preparation: Governance and Controls
Podcast
CECL Preparation: Unfunded Commitments and Debt Securities
Podcast
CECL Preparation: Model Documentation
Podcast
CECL Preparation: Advice for Every Stage
Download
Adopt and manage CECL with confidence
Download
Understand the expectations of auditors and regulators: CECL model documentation
Download
CECL documentation checklist
Newsletter
Financial Institution Insights October 2023

"Our Bank engaged BerryDunn to validate our Current Expected Credit Loss (“CECL”) model and perform consultative services. They reviewed our CECL calculation, model documentation, model governance, policies, and procedures. Their services involved a holistic review of our methodology. Their expertise surrounding the CECL standard, and the financial services industry was remarkable. Throughout the engagement, they were extremely responsive and offered great insight. They have been a huge asset to our Bank as we prepare for CECL adoption. We would love to work with them again in the future!"

- Diana Taxiera, Vice President and Controller, BayCoast Bank

Testimonial
Holistic CECL services