2021 AICPA & CIMA Conference on Banks & Savings Institutions

Sep 20, 2021 ‐ Sep 22, 2021


Join us for 3 days in September to hear from key regulators from the Federal Reserve, SEC, FASB, PCAOB about today’s most pressing issues and stay for the informative “Ask the Experts” panel discussions and interactive Q&A sessions.

Who Should Attend

  • Public practitioners with banks and savings institution clients
  • Preparers and auditors serving banks and savings institutions
  • CFOs, controllers and financial executives in institutions of all sizes
  • Regulators in government and industry

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately. 

Packages Display Packages

This includes sessions from the conference: 2021 AICPA & CIMA Conference on Banks & Savings Institutions

Sessions Included:

The New Frontier of Innovation: Perspectives from the Banking Agencies’ Chief Innovation Officers (Sep 20, 2021 11:55 AM)

Performance and Outlook for Banks (Sep 20, 2021 02:55 PM)

SEC Updates from Corporation Finance, Enforcement, & OCA (Sep 20, 2021 04:15 PM)

Strategy to Prepare, Tactics to Execute: Get Ready for 2022 (Sep 20, 2021 04:15 PM)

Merging with a Special Purpose Acquisition Company (SPAC), presented by Grant Thornton (Sep 21, 2021 09:00 AM)

KEYNOTE - Perspectives on the Regulatory Landscape (Sep 21, 2021 10:00 AM)

Federal Banking Agencies: A Fireside Chat with the Chief Accountants (Sep 21, 2021 11:45 AM)

Federal Banking Agencies Chief Accountants Panel Q&A (Sep 21, 2021 01:45 PM)

Housing Update (Sep 21, 2021 05:00 PM)

Building a Strong Foundation for Profitability Analysis, presented by Syntellis Performance Solutions (Sep 22, 2021 09:00 AM)

A Deep Dive into the "E" of ESG - Climate Risk, presented by KPMG LLP (Sep 22, 2021 09:00 AM)

How a Modern Loan Subledger Can Transform Your Finance Organization, presented by SS&C EVOLV (Sep 22, 2021 09:00 AM)

Income Tax Developments and Planning Strategies (Sep 22, 2021 11:45 AM)

LIBOR Transition (Sep 22, 2021 11:45 AM)

Day in the Life of a Digital Assets Banking CFO (Sep 22, 2021 01:45 PM)

Community Bank Financial Reporting Hot Topics (Sep 22, 2021 03:30 PM)

Ask The Experts Panel - Large Banks (Sep 22, 2021 03:30 PM)

Standard: $299.00

Sessions

The New Frontier of Innovation: Perspectives from the Banking Agencies’ Chief Innovation Officers

Sep 20, 2021 11:55am ‐ Sep 20, 2021 1:10pm

Identification: BAN2102

Technology is transforming the business of banking. The agencies are collectively focused on encouraging responsible innovation and promoting the adoption of new technologies by banks of all sizes to meet consumer needs, reduce compliance burdens, modernize supervision, and expand banking services in underserved communities. The agencies have been very active and engaged in recent months working closely with banks and fintech providers while issuing RFIs and other releases to gain more insight from industry participants on important issues such as artificial intelligence and digital assets. Join the chief innovation officers’ panel for a dynamic discussion on the latest regulatory initiatives and policies around innovation.

Learning Objectives:
  • Differentiate the innovation supervisory policy priorities
  • Analyze the impact of innovation on consumers and compliance
  • Compare the use cases of various types of innovative financial technologies
​Speaker - Virtual(s): ​Speaker - In Person(s):
  • Dennis Hild, Regulatory Affairs Managing Director, Crowe LLP
Tags: Technology
Category: General Session (Onsite and Online)
Standard: $49.00

Performance and Outlook for Banks

Sep 20, 2021 2:55pm ‐ Sep 20, 2021 3:45pm

Identification: BAN2105

This session will discuss the performance of the banking industry and share an outlook for the primary drivers to the future performance of bank stocks.

Learning Objectives:
  • Analyze information on bank operating trends from the latest quarterly disclosures
  • Identify primary drivers to the performance of bank stocks
  • Recognize perspectives on recent M&A transactions and how they are viewed by the market
​Speaker - In Person(s):
Tags: All Banks
Category: Concurrent Session (Onsite and Online)
Standard: $49.00

Strategy to Prepare, Tactics to Execute: Get Ready for 2022

Sep 20, 2021 4:15pm ‐ Sep 20, 2021 5:30pm

Identification: BAN2108

Join Scott Hildenbrand for a discussion of strategies and tactics in the current environment. Extracting value from your balance sheet requires strategic planning – weaponize your A/L, prepare for multiple outcomes, measure and interpret the right metrics. Establishing a strategy prepares your institution to tactically execute when the market presents opportunities. This session will cover understanding and using derivatives, measuring and allocating excess liquidity, deleverage considerations, capital planning, and opportunities on the asset and liability sides of the balance sheet. Prepare your institution and learn to value the right things for 2022.

Learning Objectives:
  • Recognize the difference between strategies and tactics
  • Determine how to weaponize you’re A/L, prepare for multiple outcomes, and measure and interpret the right metrics
​Speaker - In Person(s):
  • Scott Hildenbrand, Head of Piper Sandler Financial Strategies and Head of Piper Sandler Hedging Services, LLC, Piper Sandler
Tags: All Banks
Category: Concurrent Session (Onsite and Online)
Standard: $49.00

SEC Updates from Corporation Finance, Enforcement, & OCA

Sep 20, 2021 4:15pm ‐ Sep 20, 2021 5:30pm

Identification: BAN2107

The Division of Corporation Finance (Corp Fin), Enforcement and the OCA have been active on many fronts this past year. Join this session for developments and priorities of Corp Fin, Enforcement and the OCA regarding banking and registrant matters.

Learning Objectives:
  • Assess filing review observations, including those relating to COVID-19, CECL and banking specific responses
  • Analyze rule-making initiatives
  • Identify matters regarding division monitoring and activities
​Speaker - Virtual(s):
  • Stephanie Sullivan, CPA, Associate Chief Accountant, U.S. Securities and Exchange Commission
  • Kevin Vaughn, CPA, Senior Associate Chief Accountant, U.S. Securities & Exchange Commission
  • Matthew Jacques, CPA, Chief Accountant - Enforcement Division, U.S. SEC
Tags: All Banks
Category: Concurrent Session (Onsite and Online)
Standard: $49.00

Merging with a Special Purpose Acquisition Company (SPAC), presented by Grant Thornton

Sep 21, 2021 9:00am ‐ Sep 21, 2021 9:50am

Identification: BAN2110

Private companies are increasingly going public through an acquisition by a public special purpose acquisition company (SPAC), rather than through the traditional initial public offering (IPO) route. SPAC transactions can give rise to unique financial reporting and accounting issues.

Learning Objectives:
  • Identify risks and benefits to this transaction alternative
  • Determine information required in SEC filings for a private operating company being acquired by a SPAC
  • Recognize key accounting considerations for the U.S. GAAP financial statements of the combined entity following a SPAC transaction
​Speaker - In Person(s): ​Speaker - Virtual(s):
  • Matt Esposito, Partner, Accounting Advisory Services, Grant Thornton
Category: Concurrent Session (Onsite and Online)
Standard: $49.00

KEYNOTE - Perspectives on the Regulatory Landscape

Sep 21, 2021 10:00am ‐ Sep 21, 2021 11:15am

Identification: BAN2113

This session will provide a legislative/regulatory update. Participants will leave the session with a greater familiarity with the new landscape and an awareness of potential future changes.

Learning Objectives:
  • Identify and discuss actual changes
  • Recognize prospective changes
  • Determine implications for the regulatory landscape
​Speaker - In Person(s):
Category: Conference Keynote (Onsite and Online)
Standard: $49.00

Federal Banking Agencies: A Fireside Chat with the Chief Accountants

Sep 21, 2021 11:45am ‐ Sep 21, 2021 1:00pm

Identification: BAN2114

The fireside chat is back! The chief accountants will share current perspectives from the agencies on a variety of financial reporting topics and policy developments. Hear the lasted thinking on the allowance, for both ALLL and ACL, including implementation of the CECL model, TDRs, as well as the agencies’ continuing pandemic responses, reference rate reform (LIBOR transition), ESG and climate change and other financial reporting observations.

Learning Objectives:
  • Evaluate the regulatory financial reporting developments
  • Evaluate the supervisory policy developments
  • Analyze the perspectives on the implementation of accounting standards, including CECL
​Speaker - Virtual(s): ​Speaker - In Person(s):
Category: General Session (Onsite and Online)
Standard: $49.00

Federal Banking Agencies Chief Accountants Panel Q&A

Sep 21, 2021 1:45pm ‐ Sep 21, 2021 3:00pm

Identification: BAN2115

Join this session to have your questions answered by the chief accountants on topics including the allowance (both ALLL and ACL), loan modifications, impairments, climate change, LIBOR and other financial reporting observations.

​Speaker - Virtual(s): ​Speaker - In Person(s):
Category: General Session (Onsite and Online)
Standard: $49.00

Housing Update iconHousing Update

Preview Available

Housing Update

Sep 21, 2021 5:00pm ‐ Sep 21, 2021 6:15pm

Identification: BAN2117

This session focuses on the performance of the housing and mortgage markets in the current macroeconomic environment, as well as how current macroeconomic trends may influence housing in the future.

Learning Objectives:
  • Discuss the current macroeconomic dynamics and the effects on housing
  • Identify how current trends could shape the market in the future
​Speaker - In Person(s):
Category: General Session (Onsite and Online)
Standard: $49.00

A Deep Dive into the "E" of ESG - Climate Risk, presented by KPMG LLP

Sep 22, 2021 9:00am ‐ Sep 22, 2021 9:50am

Identification: BAN2119

This session will provide an overview of climate risk and key considerations organizations should plan for as new regulations come into place.

Learning Objectives:
  • Recognize the impact of climate risk to organizations and their financials
  • Assess the current landscape for organizations to address climate risk from a materiality and quantitative impact
​Speaker - In Person(s):
Category: Concurrent Session (Onsite and Online)
Standard: $49.00