National Conference on Banks & Savings Institutions 2018


This includes sessions from the conference: National Conference on Banks & Savings Institutions 2018

Standard: $379.00

Products

Navigating Through a Fed Tightening Rate Cycle Different from All the Rest

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Navigating Through a Fed Tightening Rate Cycle Different from All the Rest


Identification: BAN1807

Bankers are euphoric now that interest rates have risen after the extraordinary turmoil following the financial crisis and a protracted period of the lowest rates in their lifetimes. This “surprise” jump in rates arose post-election in anticipation of higher economic growth, ramped up infrastructure spending, higher inflation, lower taxes and less regulatory burden for bankers…all positive for bank earnings and so far, most everything is going as planned. But unanticipated risks may be lurking in the background that many may be overlooking. Buckle up and get ready for a wild ride in 2018!

Key Takeaways:

• Understand the historical timing and pace of deposit rate changes over rising rates cycles and when to expect the “tipping point” to arrive and what to do about it

• When developing strategies. Learn how to gain a more accurate assessment of your banks’ risk

• Learn how to use derivatives to gain a competitive advantage that many have yet to discover

• Understand what makes an Asset and Liabilty Management Committees (ALCOs) a high performer versus low performer.

Speaker(s):
Standard: $49.00

CFO Panel

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CFO Panel


Identification: BAN1809

Community bank CFOs will discuss the current hot topics that are impacting their businesses and driving decisions, as they strive to be successful banks. Learn what is top of mind for these community bankers - and how they are addressing those items.

Learning Objectives:
• Understand those operational issues are most important to community bank CFOs
• Understand what accounting and financial reporting issues are top of mind for community bank CFOs

Speaker(s):
Standard: $49.00

PCAOB Update: Perspectives from a Board Member

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PCAOB Update: Perspectives from a Board Member


Identification: BAN1808

Fifteen years into its existence, the PCAOB is taking the opportunity to reflect on lessons learned, to innovate, and to ultimately improve how it approaches its oversight of the auditing profession in an increasingly dynamic environment. In this regard, the PCAOB is taking a new approach to strategic planning for 2019, one that incorporates public input. James G. Kaiser, a current Board member of the PCAOB, will discuss this process and provide an update on the draft plan and with it share the PCAOB’s mission, vision, and strategic goals.

Key takeaways:
• What is the PCAOB’s vision for the future?
• What strategic goals does the PCAOB intend to meet over the next five years in order to achieve its mission?

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

Ethics Update

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Ethics Update


Identification: BAN18201

This session will provide attendees with an update on recent changes to the Code of Professional Conduct and also refresher on other ethical topics that the hotline staff are frequently asked about. In addition to understanding changes to your ethical responsibilities an emphasis will be made on understanding responsibilities related to records when selling, transferring, discontinuing or acquiring a practice.

Learning objectives:
• Provide attendees with an understanding of the changes to the independence standards
• Provide attendees with an understanding of various tools that the ethics division has developed

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

Practical Strategies to Manage Interest Rate Risk Using Derivatives

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Practical Strategies to Manage Interest Rate Risk Using Derivatives


Identification: BAN18202

On August 28th, 2017 the FASB issued ASU 2017-12, which significantly expands the risk management toolkit available to Financial Institutions. Todd Cuppia and Eri Panoti will provide a practical guide to implementing the new balance sheet hedging strategies afforded by the updated standard. The new last-of-layer designation significantly increases an institution’s ability to manage the interest rate risk of pre-payable fixed-rate assets, in an accounting friendly framework. This session will focus on both the strategy considerations and financial statement impacts of the new techniques, using real life examples from our clientele. In addition to a deep-dive on the new last-of-layer technique, the session will explore the practical considerations of hedging CDs, non-indexed MMDAs, and the pros and cons of utilizing caps and floors to mitigate interest rate risk.

Learning objectives:
• Understand the current risk environment for interest rates
• Understand hedging strategies to mitgate interest rate risk

Speaker(s):
  • Todd Cuppia, Managing Director, Chatham Financial
  • Eri Panoti, CPA, Director, Accounting Advisory, Chatham Financial
Tags: Early Riser
Standard: $49.00

Early CECL Implementations Insights: The Expected and Unexpected

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Early CECL Implementations Insights: The Expected and Unexpected


Identification: BAN18203

It has been over 2 years since the FASB issued the new CECL standard. Many banks have started implementing CECL and we are quickly gaining insights from these institutions. Find out how financial institutions are implementing CECL and explore the understanding gathered thus far:

Learning objectives:
• An update on progress made throughout the industry with regard to CECL transition
• Overview of CECL implementation approaches and methodologies adopted by the industry
• Lessons learned thus far
• Considerations for the road to 2020 and beyond

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

Chair Remarks & Perspectives on Regulatory Landscape

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Chair Remarks & Perspectives on Regulatory Landscape


Identification: BAN1810

This session will provide a legislative/regulatory update on the Financial Choice Act (FCA). Participants will leave the session with a greater familiarity with the new landscape and an awareness of potential future changes.

Learning objectives:
• Understand the actual and symbolic changes to the Financial Choice Act
• Understand implications of those changes for the regulatory landscape

Speaker(s):
  • Rodgin Cohen, JD, Senior Chairman, Sullivan & Cromwell LLP
Tags: General
Standard: $49.00

Federal Banking Regulator Chief Accountant Panel

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Federal Banking Regulator Chief Accountant Panel


Identification: BAN1811

Hear from the Chief Accountants of the Federal Bank Regulatory Agencies as they discuss recent developments as well as current perspectives from the agencies. Learn the latest on accounting, reporting and other developments directly from the chief accountants. Participants will here views from the banking regulators on CECL as well as other emerging issues.

Learning objectives:
• Learn about recent regulatory reporting and supervisory policy developments at the Federal Bank Regulatory Agencies
• Learn about the Agencies' perspectives on the implementation of recent accounting standards

Speaker(s):
  • Sydney S. Menefee, CPA, Deputy Comptroller and Chief Accountant, Office of the Comptroller of the Currency
  • Joanne Wakim, CPA, Chief Accountant, Federal Reserve Board
  • Robert Storch, CPA, Chief Accountant, Federal Deposit Insurance Corporation
Tags: General
Standard: $49.00

Federal Banking Regulators Chief Accountant Q&A

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Federal Banking Regulators Chief Accountant Q&A


Identification: BAN1812

Hear from the Chief Accountants of the Federal Bank Regulatory Agencies as they discuss recent developments as well as current perspectives from the agencies. Learn the latest on accounting, reporting and other developments directly from the chief accountants. Participants will here views from the banking regulators on CECL as well as other emerging issues.

Learning objectives:
• Learn about recent regulatory reporting and supervisory policy developments at the Federal Bank Regulatory Agencies
• Learn about the Agencies' perspectives on the implementation of recent accounting standards

Speaker(s):
  • Sydney S. Menefee, CPA, Deputy Comptroller and Chief Accountant, Office of the Comptroller of the Currency
  • Robert Storch, CPA, Chief Accountant, Federal Deposit Insurance Corporation
  • Joanne Wakim, CPA, Chief Accountant, Federal Reserve Board
Tags: General
Standard: $49.00

CECL Observations from Current Implementation Efforts

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CECL Observations from Current Implementation Efforts


Identification: BAN1813

Learn how Financial Institutions have been working toward implementation following the release of ASU 2016-13 in June 2016 (ASC 326). This session will provide best-practice perspective on CECL implementation design and execution. The presenters will cover critical challenges and success factors when implementing CECL including: Corporate Governance strategy, Data and systems determination, Model and Methodology assessments, reasonable and supportable forecasting, Disclosure considerations and overall stakeholder communication.

Learning objectives:
• Learn about critical challenges when implementing CECL
• Learn about critical strategies and successes when implementing CECL

Speaker(s):
Tags: General
Standard: $49.00
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