2021 AICPA & CIMA Conference on Banks & Savings Institutions

Sep 20, 2021 ‐ Sep 22, 2021


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

Standard: $299.00

Products

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

Preview Available

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

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

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.

​Speaker - Virtual(s): ​Speaker - In Person(s):
  • Dennis Hild, Regulatory Affairs Managing Director, Crowe LLP
Tags: Technology
Standard: $49.00

Performance and Outlook for Banks

Preview Available

Performance and Outlook for Banks

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

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.

​Speaker - In Person(s):
Tags: All Banks
Standard: $49.00

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

Preview Available

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

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

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.

​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
Standard: $49.00

SEC Updates from Corporation Finance, Enforcement, & OCA

Preview Available

SEC Updates from Corporation Finance, Enforcement, & OCA

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

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.

​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
Standard: $49.00

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

Preview Available

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

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

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.

​Speaker - In Person(s): ​Speaker - Virtual(s):
  • Matt Esposito, Partner, Accounting Advisory Services, Grant Thornton
Standard: $49.00

KEYNOTE - Perspectives on the Regulatory Landscape

Preview Available

KEYNOTE - Perspectives on the Regulatory Landscape

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

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.

​Speaker - In Person(s):
Standard: $49.00

Federal Banking Agencies: A Fireside Chat with the Chief Accountants

Preview Available

Federal Banking Agencies: A Fireside Chat with the Chief Accountants

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

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.

​Speaker - Virtual(s): ​Speaker - In Person(s):
Standard: $49.00

Federal Banking Agencies Chief Accountants Panel Q&A

Preview Available

Federal Banking Agencies Chief Accountants Panel Q&A

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

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):
Standard: $49.00

Housing Update

Preview Available

Housing Update

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

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.

​Speaker - In Person(s):
Standard: $49.00

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

Preview Available

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

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

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

​Speaker - In Person(s):
Standard: $49.00