National Conference on Banks & Savings Institutions 2018


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

Standard: $379.00

Products

Tax Reform - What Every Financial Institution Needs to Know

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Tax Reform - What Every Financial Institution Needs to Know


Identification: BAN1814

This session will provide attendees with an overview of tax reform measures impacting the financial services industry and will be presented in terms that the non-tax-professional can understand. Topics to be discussed include an overview of tax law changes of interest to financial institutions, discussion of current tax planning strategies for maximizing the benefit of tax reform measures and assessing the ongoing financial statement and regulatory capital impacts resulting from these changes.

Learning objectives:

• This session will enable attendees to identify significant tax law changes resulting from federal tax reform enactment that are of interest to financial institutions

• Attendees will be able to identify potential tax planning strategies that can be applied currently to maximize the benefit of the federal income tax rate reduction effective in 2018

• Attendees will be able to understand how tax reform measures will potentially change the determination and reporting of financial statement income tax disclosures and regulatory capital calculations

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

Mergers and Acquisitions

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Mergers and Acquisitions


Identification: BAN1815

Once the deal is done, financial institutions face various accounting, regulatory, operational and other issues. Join this session to hear from preparers best practices and lessons learned in dealing acquisitions both day one and day two, including accounting under ASC 805 for Business Combinations, integrating systems, culture and other operational challenges, and accounting under ASC 310-30 for Purchased Credit Impaired loans.

Learning objectives:
• Understand the accounting and financial reporting requirements for a business combination
• Learn about operational challenges of a business combination

Speaker(s):
  • Thomas Adams, CPA, EVP /CFO, American Bank, N.A.
  • Suzanne Marra, CPA, Partner, Financial Institution Valuation Leader, RSM US LLP
  • Angela Putnam, CPA, SVP Chief Accounting Officer, First Midwest
Standard: $49.00

Hedging: Observations from Adoption

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Hedging: Observations from Adoption


Identification: BAN1816

With the issuance of ASU 2017-12, Derivatives and Hedging (Topic 815): Targeted Improvements to Accounting for Hedging Activities, in August 2017, the FASB made meaningful changes for derivatives and hedging, offering simplifications. Given the interest in adopting these improvements, FASB permits early adoption. Join us for a walkthrough of the key changes to the hedge accounting model and new hedging strategies it affords.

Learning objectives:

• Understand key changes to the hedge accounting model

• Learn what new strategies are being employed

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

Performance & Outlook for Banks Nationwide / M&A

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Performance & Outlook for Banks Nationwide / M&A


Identification: BAN1817

What is the industry landscape? This session will discuss the performance of the banking industry and share our outlook for what the future holds utilizing real time trends and analysis.

Learning Objectives:
• Provide information on bank operating trends from the latest quarterly disclosures
• Provide perspective on M&A and denovo activities

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

Community Banks Hot Topics

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Community Banks Hot Topics


Identification: BAN1818

This panel discussion will focus on key accounting and financial reporting issues faced by community banks and their auditors. Join this moderator-led discussion for the hot topics of the day that are impacting community banks, including the latest issues on accounting, financial reporting, auditing, operational issues and more.

Learning Objectives:
• Learn about latest developments on accounting and financial reporting for community banks
• Learn about latest issues impacting community banks being discussed by the AICPA's Depository Institutions Expert Panel (DIEP)

Speaker(s):
Standard: $49.00

Ask The Experts Panel - Large Banks

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Ask The Experts Panel - Large Banks


Identification: BAN1819

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.

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

Beyond CECL: Leveraging New and Improved Risk and Finance Integration

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Beyond CECL: Leveraging New and Improved Risk and Finance Integration


Identification: BAN18205

In this session, we will cover Day 1 CECL methodologies and interaction with other processes including:
• Origination and credit risk management
• Capital planning
• CECL impact on strategic planning
• Considerations for M&A activity
• Portfolio composition: managing concentration risk

Speaker(s):
  • Anna Krayn, Senior Director, Head of Risk and Accounting Solutions – Americas, Moody's Analytics
  • Masha Muzyka, CPA, CGMA, Senior Director, Moody's Analytics
Tags: Early Riser
Standard: $49.00

The New Frontier: Finance, Risk & Control in the Age of Emerging Technologies

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The New Frontier: Finance, Risk & Control in the Age of Emerging Technologies


Identification: BAN18206

This discussion will focus on the opportunities and challenges of transforming operations in finance, control and risk with rapidly emerging technologies like Robotics, Machine Learning and Natural Language Processing. The session will first introduce these technologies, then cover the benefits of using these technologies, potential situations where such technologies can be used and conclude with a discussion of implementation considerations. This session will be appropriate for a range of business executives from those with little background in technology to those who may be well-versed in the subject but interested in understanding how to scale implementation in large organizations.

Speaker(s):
  • Dilip Krishna, CFA, Chief Technology Officer, Deloitte & Touche LLP
Tags: Early Riser
Standard: $49.00

Robotic Process Automation: Lessons Learned & What's Ahead

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Robotic Process Automation: Lessons Learned & What's Ahead


Identification: BAN18207

Many financial services institutions have started their digital transformation efforts with investments in RPA and enhanced analytics. This session will provide lessons learned and leading practices from early adopters of RPA and views from subject matter experts on how these technologies will evolve and converge.

Participants will gain an understanding of:
• How RPA is being used within the industry
• The implementation challenges and roadblocks that companies have encountered during adoption
• How benefits are being realized, and what future advancements to expect in digital transformation technologies

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

Current Conditions and the

Preview Available

Current Conditions and the "Other" Parts of CECL


Identification: BAN18208

With the initial phases of CECL implementation underway, bankers are making progress toward compliance while gaining a better understanding of the practical challenges that remain. Join SAS and KPMG LLP as they share observations from the field and provide insights on where organizations should be focusing their energy.

Learning objectives:
• How current conditions can impact the historical experience and reasonable and supportable forecasted credit losses
• Governance and control: first-line activities to ensure a governed and controlled CECL estimate
• Management information reporting and external disclosure: what information will management need to make decisions and how does it relate to key CECL external disclosures?
• ACL close process: data flows, technology, risk and accounting activities under business as usual context under the quarterly close process timeline
• The second and third line: who are they, what should they do and when do they start?

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