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

Sep 22, 2021 8:00am ‐ Sep 22, 2021 8:50am

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
Category: Concurrent Session (Onsite and Online)

How a Modern Loan Subledger Can Transform Your Finance Organization, presented by SS&C EVOLV

Sep 22, 2021 8:00am ‐ Sep 22, 2021 8:50am

Identification: BAN2120

Finance transformation and modern technology solutions go hand-in-hand when building a flexible finance organization. Limiting investment to only modernizing current capabilities falls short of driving the efficiency and effectiveness required to compete in a demanding market.

Learning Objectives:
  • Recognize how to build a flexible finance organization
  • Identify and review the role of a loan subledger in planning and forecasting
  • Evaluate finance transformation and modern technology solutions
  • Recognize how driving efficiency and effectiveness is required to compete
  • Assess building a flexible architecture and scalable data model
Category: Concurrent Session (Onsite and Online)

Income Tax Developments and Planning Strategies

Sep 22, 2021 10:45am ‐ Sep 22, 2021 12:00pm

Identification: BAN2123

This session will provide attendees with an overview of proposed federal legislation – including a potential tax rate increase - and administrative developments impacting the financial services industry and will be presented in terms that the non-tax-professional can understand. Topics to be discussed include a summary of current legislative tax proposals and the likelihood of their enactment, an overview of recent administrative tax pronouncements issued by Treasury and suggestions for tax planning strategies aimed at maximizing the benefit (or minimizing the cost) of these changes.

Learning Objectives:
  • Determine the impact of various federal legislative tax proposals currently being considered by Congress
  • Recognize the impact of recent Treasury pronouncements pertaining to federal income taxes
  • Identify potential tax planning opportunities related to these developments that can add to the company’s bottom line
Category: Concurrent Session (Onsite and Online)

LIBOR Transition

Sep 22, 2021 10:45am ‐ Sep 22, 2021 12:00pm

Identification: BAN2125

Gain an understanding of current market developments and the associated accounting relief provided by the FASB under ASC 848.

Learning Objectives:
  • Analyze accounting relief provided under 848 for modification accounting and hedge accounting
  • Recognize the background on the LIBOR transition
  • Evaluate when certain LIBOR rates are ceasing
  • Assess the accounting relief to apply to contracts that reference LIBOR
Category: Concurrent Session (Onsite and Online)

Day in the Life of a Digital Assets Banking CFO

Sep 22, 2021 12:45pm ‐ Sep 22, 2021 2:00pm

Identification: BAN2128

As digital assets move into the regulated banking space, there are many considerations of adding assets like bitcoin into a financial institution. RSM’s Jay Schulman will moderate a conversation with two long time CFOs on their journey moving into the digital assets space. We’ll discuss how they personally expanded their knowledge, areas of attention that others should focus on, accounting and audit challenges, and hear about the products their banks offer.

Learning Objectives:
  • Recognize the role banks play in the digital asset ecosystem
  • Identify common risks banks should consider when working in digital assets
  • Determine common accounting and audit considerations in digital assets
  • Assess career advice on what you need to know in digital assets
Category: Concurrent Session (Onsite and Online)

Ask The Experts Panel - Large Banks

Sep 22, 2021 2:30pm ‐ Sep 22, 2021 3:45pm

Identification: BAN2130

There is never a lack of questions in accounting and financial reporting. Don't miss this opportunity to ask controllers and accounting policy experts from larger banks your critical accounting and financial reporting questions.

Learning Objectives:
  • Recognize GAAP updates and recent developments
  • Assess regulatory reporting updates
Category: Concurrent Session (Onsite and Online)

Community Bank Financial Reporting Hot Topics

Sep 22, 2021 3:30pm ‐ Sep 22, 2021 4:45pm

Identification: BAN2129

Join this moderator-led discussion for key topics impacting community banks, including allowances, both ACL and ALLL, loan modifications and TDRS, impairments – just to name a few.

Learning Objectives:
  • Apply the financial reporting developments for community banks
  • Analyze forthcoming changes for community banks
  • Assess issues being discussed by the AICPA's Depository Institutions Expert Panel (DIEP)
Category: Concurrent Session (Onsite and Online)

Economic Outlook

Dec 1, 2021 11:40am ‐ Dec 1, 2021 12:30pm

Identification: BAN2132

Chief Economist Dr. Lindsey Piegza will look at the current state of the economy amid the ongoing pandemic and what it means going forward for overall growth, interest rates and monetary policy. She will cover macro-economic trends in consumer spending and investment, in addition to new monetary and fiscal policy initiatives and the potential economic effects of these changes. She will also examine the changing global and political environment, and how it will affect the economic recovery. Participants will leave this session able to advise management teams on the possible effect of economic issues on their organizations.

Learning Objectives:
  • Analyze macro-economic trends including the health of the consumer, and manufacturing sector
  • Determine Fed policy effects and initiatives
  • Assess U.S. growth and rate outlook
Category: General Session (Online)

New and Proposed Tax Legislation – Where Do We Stand Right Now? | Closing Remarks

Dec 1, 2021 3:50pm ‐ Dec 1, 2021 4:20pm

Identification: BAN2135

This session will provide participants with up-to-date information on both new and proposed federal tax legislation and its impact on financial institutions. Topics to be discussed include the tax provisions of the Infrastructure Investment and Jobs Act signed into law in November and the tax proposals impacting financial institutions that are currently included within the Build Back Better Act that may pass by year-end 2021 or early 2022. While no corporate tax rate increase is currently included in any proposed tax legislation, the prospects for a possible rate increase and related contingency planning will also be discussed.

Learning Objectives:
  • Assess up-to-date information on new and proposed tax legislation impacting financial institutions
  • Analyze updated information on the possibility of a corporate tax rate increase and understand what contingency tax planning measures may be considered to address this possibility
Category: General Session (Online)