2022 AICPA & CIMA Conference on Banks & Savings Institutions

Sep 11, 2022 ‐ Sep 13, 2022


This includes sessions from the conference: 2022 AICPA & CIMA Conference on Banks & Savings Institutions

Standard: $379.00

Products

SEC Updates from the Office of the Chief Accountant

Preview Available

SEC Updates from the Office of the Chief Accountant

Sep 12, 2022 10:55am ‐ Sep 12, 2022 11:45am

This panel will feature updates from the Office of the Chief Accountant of the SEC on its work relating to accounting and auditing matters, including activities relating to oversight of accounting and auditing standard-setters, technical accounting consultations, and international coordination.

Speaker(s):
  • Paul Munter, CPA, Ph.D., Acting Chief Accountant, U.S. SEC
  • Kevin Vaughn, CPA, Senior Associate Chief Accountant, U.S. Securities & Exchange Commission
Standard: $49.00

You’ve Got Talent: Building a Workforce for the Future

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You’ve Got Talent: Building a Workforce for the Future

Sep 12, 2022 2:10pm ‐ Sep 12, 2022 3:25pm

In our new normal, Talent Management matters even more than ever. Leadership succession in the C-Suite and throughout the institution is a priority on Boardroom agendas, and regulatory scrutiny of succession plans is on the rise at all institutions. Is your institution a magnet for top talent or are you seeing talent leave the organization? How is your institution managing the increasing demands for workplace flexibility and competitive compensation?

How are you helping your managers to better navigate the challenges of overseeing an increasingly mobile next generation of workers, especially when they may not be together in person very often.

We’ll discuss these issues and new realities together in this panel discussion, with experts from JP Morgan Chase, EY and Equity Bank. We’ll also hear Best Practices from our panel as well as key areas of focus from Talent Expert, Executive Search and Board Advisor, Dara Klein, Managing Director Kaplan Partners.

Moderator(s): ​Speaker - Virtual(s): Speaker(s):
Standard: $49.00

Understanding Risk and Hedging – Back to Basics

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Understanding Risk and Hedging – Back to Basics

Sep 12, 2022 3:55pm ‐ Sep 12, 2022 5:10pm

This session will define the types of risk and explain key concepts of hedging, as well as typical pros and cons. We will walk through core types of risk exposures facing financial institutions (by the asset class) and explore how to handle the review and analysis of level 3 assets/liabilities (highest designation of risk for fair value assets/liabilities).

Speaker(s):
  • Matthew Foley, Managing Director - Valuation & Business Analytics, BDO USA, LLP
Standard: $49.00

Performance and Outlook for Banks

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Performance and Outlook for Banks

Sep 12, 2022 5:20pm ‐ Sep 12, 2022 6:10pm

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

SEC Updates from Corporation Finance and Office of the Chief Accountant

Preview Available

SEC Updates from Corporation Finance and Office of the Chief Accountant

Sep 12, 2022 5:20pm ‐ Sep 12, 2022 6:10pm

The Division of Corporation Finance and the Office of the Chief Accountant have been active on many fronts this past year. Join this session for developments and priorities of Corp Fin and OCA regarding banking and registrant matters.

Speaker(s):
  • Rachel Mincin, Senior Associate Chief Accountant, U.S. Securities & Exchange Commission
  • Stephanie Sullivan, CPA, Associate Chief Accountant, U.S. Securities and Exchange Commission
Tags: All Banks
Standard: $49.00

Staying Nimble: The Ins and Outs of Effective Scenario Planning, presented by Syntellis Performance Solutions

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Staying Nimble: The Ins and Outs of Effective Scenario Planning, presented by Syntellis Performance Solutions

Sep 13, 2022 8:00am ‐ Sep 13, 2022 8:50am

How agile is your institution? Though currently in a low-rate, high-deposit environment, have you identified short and long-term scenarios based on key business drivers for when the financial market inevitably changes? In this session, Sr. Solutions Engineer Heather Hinchley will walk us through best practices for effective scenario planning and practical applications for financial institutions.

Speaker(s):
Standard: $49.00

Securitizations and Participations - Reaching the Checkered Flag!, presented by Grant Thornton

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Securitizations and Participations - Reaching the Checkered Flag!, presented by Grant Thornton

Sep 13, 2022 8:00am ‐ Sep 13, 2022 8:50am

While many of us race to the finish our loan sale accounting, this session will provide an overview of common accounting potholes associated with securitization and participation transactions, with a focus on residential mortgages. While keeping your eyes on that first-place finish, this session will make you aware of common warning flags when analyzing securitization vehicles for consolidation and necessary accounting pit stops to make when determining whether loans transferred may be accounted for as loan sales.

This session will provide an overview of securitization transactions, consolidation analysis, sale and MSR accounting, special considerations, legal opinions, Mortgage Participation Programs, and Fintech Programs.

Speaker(s):
  • Matthew Esposito, Partner, Accounting Advisory Services, Grant Thornton LLP
  • Rachel Binder, Senior Manager, National Professional Practice, Grant Thornton LLP
Standard: $49.00

Mid-Size Bank Chief Accounting Officer Panel

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Mid-Size Bank Chief Accounting Officer Panel

Sep 13, 2022 2:00pm ‐ Sep 13, 2022 3:15pm

Hear from mid-sized bank CAOs/Controllers about how their banks are addressing operational, financial reporting and regulatory matters.

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

Fintech Accounting Issues: What You Need to Know!

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Fintech Accounting Issues: What You Need to Know!

Sep 13, 2022 2:00pm ‐ Sep 13, 2022 3:15pm

This session will cover the accounting hot topics of FinTech companies in a concise manner.  We will explore the differences in fundamental accounting and financial reporting that these disruptive new joiners to the financial services industry.

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

Benchmark Rates: Operational Considerations

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Benchmark Rates: Operational Considerations

Sep 13, 2022 2:00pm ‐ Sep 13, 2022 3:15pm

With the Libor cessation date approaching, institutions continue to confront a range of issues related to both legacy and new instruments on the balance sheet.  In this session, we will review the range of issues associated with cessation, and how many in the industry are approaching these issues. The session will explore these items from both an operational and accounting perspective, to give full context for arriving at strategic conclusions.  

Speaker(s):
  • Ryan Henley, CFA, Managing Director, Head of Financial Institutions Strategies, Stifel
Tags: All Banks
Standard: $49.00