National Conference on Banks & Savings Institutions 2019

Sep 9, 2019 ‐ Sep 11, 2019


Trusted answers come from trusted sources.

It’s time again to look to the banking industry’s most reliable guidance. You’ll find coverage of banking’s pressing issues and opportunities across three days that will shape the rest of your year.


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Packages Display Packages

This includes sessions from the conference: National Conference on Banks & Savings Institutions 2019

Sessions Included:

Welcome & Introductory Remarks | Economic Forecast 2020: Big Election, No Recession  (Sep 09, 2019 08:00 AM)

SEC Updates from the Chief Accountant (Sep 09, 2019 09:35 AM)

SEC Updates from the Deputy Chief Accountants (Sep 09, 2019 12:40 PM)

Applying Emerging Technologies in Finance at Bank of America (Sep 09, 2019 01:40 PM)

SEC Update: Developments from Corporation Finance (Sep 09, 2019 03:00 PM)

Strategies for Successfully Managing Through a Flattening/Inverted Yield Curve Environment (Sep 09, 2019 03:00 PM)

PCAOB Standard-Setting Update and Planning for the New Estimates and Specialists Auditing Standards (Sep 09, 2019 04:25 PM)

Bank Controllership Modernization (Sep 10, 2019 07:30 AM)

CECL Parallel Run Readiness, Execution & Lessons Learned (Sep 10, 2019 07:30 AM)

CECL on the Eve of Adoption: Lessons Learned and Where We Need to Go (Sep 10, 2019 07:30 AM)

Chair Remarks | Housing and Economic Update (Sep 10, 2019 08:30 AM)

Federal Banking Regulator Chief Accountant Panel (Sep 10, 2019 09:55 AM)

Federal Banking Regulators Chief Accountant Q&A (Sep 10, 2019 11:55 AM)

CECL Implementation Preparer Panel: The Journey Continues (Sep 10, 2019 01:45 PM)

Tax Update for Financial Institutions (Sep 10, 2019 03:30 PM)

Coming to an Auditor's Report Near You: Critical Audit Matters (CAMs) (Sep 10, 2019 03:30 PM)

Performance & Outlook for Banks Nationwide: What is Happening and Where is the Industry Headed? (Sep 10, 2019 03:30 PM)

Community Bank Hot Topics (Sep 10, 2019 04:55 PM)

Ask The Experts Panel - Large Banks (Sep 10, 2019 04:55 PM)

Finding Your Ethical Compass (Sep 11, 2019 07:30 AM)

Concentration Risk and Earnings Volatility Under CECL (Sep 11, 2019 07:30 AM)

Leveraging Automation to Enable Finance Data Strategy (Sep 11, 2019 07:30 AM)

Trust is in the Balance: Technology and Financial Reporting Confidence (Sep 11, 2019 07:30 AM)

Final Remarks | Perspectives on Regulatory Landscape (Sep 11, 2019 08:30 AM)

FinTech - Foe or Collaborator? (Sep 11, 2019 09:55 AM)

CECL for Community Banks: Implementation Observations (Sep 11, 2019 11:40 AM)

Chief Accounting Officer Panel (Sep 11, 2019 11:40 AM)

Valuations: Key Considerations (Sep 11, 2019 11:40 AM)

CECL: AICPA Task Force Update - Practice Aid & Accounting (Sep 11, 2019 01:55 PM)

Panel: Transitioning from LIBOR - The Journey (Sep 11, 2019 01:55 PM)

Community Bankers Panel: What is Top of Mind? (Sep 11, 2019 03:20 PM)

Standard: $379.00

Sessions

Welcome & Introductory Remarks | Economic Forecast 2020: Big Election, No Recession 

Sep 9, 2019 8:00am ‐ Sep 9, 2019 9:30am

Identification: BAN1901

Operation Minutes : 75

One of the most trusted names in financial reporting and economics, Dr. Rossell analyzes America’s financial future and the U.S. role in the global economy. Drawing on history, theory and her ringside seat to Wall Street, she delivers an insider perspective on the most important economic events of our time.

Learning Objectives:

  1. Factors that are responsible for recessions in any economy
  2. A discussion of how elections typically affect the business cycle and financial markets
  3. Outlook for the U.S. economy over the next 18-24 months

Speaker(s):
  • Marci Rossell, Ph.D. (Economics), Former CNBC Chief Economist, CNBC
Tags: General
Standard: $49.00

SEC Updates from the Chief Accountant

Sep 9, 2019 9:35am ‐ Sep 9, 2019 10:05am

Identification: BAN1902

Operation Minutes : 30

Join this session to hear from the Securities and Exchange Commission's Chief Accountant, Sagar Teotia, regarding accounting, financial reporting, internal control, and other matters impacting the banking industry.

Learning Objectives: 

  1. Understand the priorities of the SEC’s office of the chief accountant 
  2. Learn about domestic and international matters for public companies

Speaker(s):
  • Sagar Teotia, CPA, Professional Accounting Fellow at U.S. Securities & Exchange Commission, U.S. SEC
Tags: General
Standard: $49.00

SEC Updates from the Deputy Chief Accountants

Sep 9, 2019 12:40pm ‐ Sep 9, 2019 1:30pm

Identification: BAN1904

Operation Minutes : 50

Hear updates on accounting and auditing matters from representatives of the SEC's Office of the Chief Accountant.

After attending this session, participants will:

  1. Have a better understanding of emerging issues impacting audits of financial statements of public companies
  2. Understand emerging accounting issues impacting public companies

Speaker(s):
  • Marc A. Panucci, CPA, Deputy Chief Accountant, U.S. SEC
  • Kevin Vaughn, CPA, Senior Associate Chief Accountant, U.S. Securities & Exchange Commission
Tags: General
Standard: $49.00

Applying Emerging Technologies in Finance at Bank of America

Sep 9, 2019 1:40pm ‐ Sep 9, 2019 2:30pm

Identification: BAN1905

Operation Minutes : 50

This session will provide an overview of Finance approach at Bank of America for emerging technologies including discussion of a number of use cases.

Learning Objectives:

  1. Gain insights as to how Finance at a large financial institution organizes its efforts regarding technology
  2. Learn about specific examples of applying emerging technology tools in finance processes

Speaker(s):
  • Rudolf Bless, CPA, Chief Accounting Officer, Bank of America
Tags: General
Standard: $49.00

SEC Update: Developments from Corporation Finance

Sep 9, 2019 3:00pm ‐ Sep 9, 2019 4:15pm

Identification: BAN1906

Operation Minutes : 75

This session will provide an update on relevant topics and issues from the Division of Corporation Finance.

Learning Objectives:

  1. Filing Review Observations
  2. Market Risk Disclosure themes
  3. Rule-making initiatives update

    Speaker(s):
    • John P. Nolan, CPA, MBA, Senior Assistant Chief Accountant, U.S. Securities & Exchange Commission
    • Lindsay McCord, CPA, Corporation Finance Deputy Chief Accountant, U.S. SEC
    • Catherine Brown, JD, Deputy Chief Risk Officer, U.S. Securities & Exchange Commission
    Tags: All Banks
    Standard: $49.00

    Strategies for Successfully Managing Through a Flattening/Inverted Yield Curve Environment

    Sep 9, 2019 3:00pm ‐ Sep 9, 2019 4:15pm

    Identification: BAN1907

    Operation Minutes : 75

    Margins are experiencing the cyclical tight squeeze as interest rates are rising and the curve is flattening to disturbing levels. The tipping point has arrived and cost of funds is quickly increasing. Meanwhile, loan rates are lagging due to competitive pressures; unrealized losses on bonds have resurfaced; EVE risk is rising and regulatory scrutiny is accelerating. Many will hit the “panic” button at precisely the wrong time and take action they will likely regret down the road for long time. Forewarned is Forearmed!

    Learning Objectives:

    1. Discover strategies to consider and avoid in a low rate/inverted curve environment
    2. High performing ALCOs: What separates the best from the rest?

    Speaker(s):
    Standard: $49.00

    PCAOB Standard-Setting Update and Planning for the New Estimates and Specialists Auditing Standards

    Sep 9, 2019 4:25pm ‐ Sep 9, 2019 5:40pm

    Identification: BAN1908

    Operation Minutes : 75

    This session will provide an update on PCAOB standard- setting activities and will include a discussion on planning for the new Estimates and Specialists auditing standards.

    Learning Objective:

    1. Understand current standard- setting activities at the PCAOB and implementation consideration for adopting the new Estimates and Specialists auditing standards

    Speaker(s):
    Tags: All Banks
    Standard: $49.00

    Bank Controllership Modernization

    Sep 10, 2019 7:30am ‐ Sep 10, 2019 8:20am

    Identification: BAN19201

    Operation Minutes : 50

    Today's Controllership and extended Finance teams have a broad span of responsibilities and contributions enabling enterprise business priorities. Accordingly, Controllers have opportunity to strategize the optimization of processes and controls, utilizing contemporary technologies, and align the organization to appropriately protect and enable the bank into the future.

    Learning objectives:

    1. Gain an advanced understanding of the digital possibilities within Controllership
    2. Learn how to advance strategy to modernize Controllership and enable Bank's top business priorities

    Speaker(s):
    Tags: Early Riser
    Standard: $49.00

    CECL Parallel Run Readiness, Execution & Lessons Learned

    Sep 10, 2019 7:30am ‐ Sep 10, 2019 8:20am

    Identification: BAN19202

    Operation Minutes : 50

    In this session, KPMG will present entry criteria, execution and exit criteria in order to conduct and coordinate a meaningful parallel run program. We will share lessons learned and pitfalls from prior engagement fieldwork that resulted in substantial rework post adoption. This comprehensive session will provide tools that financial firms can utilize in order to prevent or detect infrastructure (e.g., process, system or data and personnel) risks. In addition, an overview of the financial impacts for mergers and acquisitions under pre and post CECL adoption scenario will be discussed.

    Learning Objectives:

    1. Provide insight into the activities of the 3 lines of defense represents in order to present an operating framework
    2. Discover what impacts look like for different products as well as an analysis of CECL SAB 74 disclosures and further expectations

    Speaker(s):
    Tags: Early Riser
    Standard: $49.00

    CECL on the Eve of Adoption: Lessons Learned and Where We Need to Go

    Sep 10, 2019 7:30am ‐ Sep 10, 2019 8:20am

    Identification: BAN19203

    Operation Minutes : 50

    During CECL implementation, many lessons have been learned. Find out how financial institutions have implemented CECL and explore the understanding gathered thus far. Topics include an update on progress made throughout the industry with regards to CECL implementation, overview of CECL implementation approaches and methodologies utilized by the industry, lessons learned from current CECL implementations, further considerations for the road to 2020 and beyond, and where we need to go from now.

    Learning Objectives:

    1. Learn what industry is doing for CECL implementation and how an institution can leverage the lessons learned
    2. Discover what gaps exist and how they might be addressed in the coming years

    Speaker(s):
    • John Lankenau, Senior Vice President – Product and Operations, SS&C Primatics
    Tags: Early Riser
    Standard: $49.00
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