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

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

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

Preview Available

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

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

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.

​Speaker - In Person(s):
  • Brent Dann, Senior Vice President, Chief Accounting Officer, PenFed Credit Union
​Speaker - Virtual(s):
  • Bryan Suarez, Managing Director, Financial Services Consulting, EY
  • Katie Wilson, Vice President, Solutions Consulting, SS&C EVOLV
Standard: $49.00

Income Tax Developments and Planning Strategies

Preview Available

Income Tax Developments and Planning Strategies

Sep 22, 2021 11:45am ‐ Sep 22, 2021 1:00pm

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.

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

LIBOR Transition

Preview Available

LIBOR Transition

Sep 22, 2021 11:45am ‐ Sep 22, 2021 1:00pm

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

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

Day in the Life of a Digital Assets Banking CFO

Preview Available

Day in the Life of a Digital Assets Banking CFO

Sep 22, 2021 1:45pm ‐ Sep 22, 2021 3:00pm

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.

​Speaker - Virtual(s):
Tags: Technology
Standard: $49.00

Ask The Experts Panel - Large Banks

Preview Available

Ask The Experts Panel - Large Banks

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

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

Community Bank Financial Reporting Hot Topics

Preview Available

Community Bank Financial Reporting Hot Topics

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

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.

​Speaker - In Person(s): ​Speaker - Virtual(s):
  • Jeffrey J. Geer, CPA, Associate Chief Accountant, Office of the Comptroller of the Currency
Special: $1575.00
Standard: $49.00

Economic Outlook

Preview Available

Economic Outlook

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

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.

Speaker(s):
  • Lindsey M. Piegza, Ph.D., Managing Director, Chief Economist, Stifel, Nicolaus & Company, Incorporated
Standard: $49.00

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

Preview Available

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

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

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.

Speaker(s):
Standard: $49.00