Income Tax Developments and Planning Strategies

• David A. Thornton, CPA, Partner, Crowe LLP

LIBOR Transition

• Jeannine Hyman, CPA, Director, Citi
• Aaron Netten, CPA, Accounting Policy Manager, Wells Fargo Bank N.A.
• Mark Northan, CPA, Partner, KPMG LLP
• Chris Malejko, CPA, Senior Vice President, Bank of America

SEC Updates from Corporation Finance, Enforcement, & OCA

• 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

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

• Scott Hildenbrand, Head of Piper Sandler Financial Strategies and Head of Piper Sandler Hedging Services, LLC, Piper Sandler

Performance and Outlook for Banks

• Catherine Mealor, Managing Director, Keefe, Bruyette and Woods

Mid-Size Bank Chief Accounting Officer (CAO) Panel

• David Cornish, CPA, EVP, Chief Accounting Officer & Corporate Controller, Santander US
• Jorge Ray, Executive Vice President - Chief Accounting Officer, BankUnited
• Jorge J. Garcia, Senior Vice President, Corporate Comptroller, Popular, Inc.
• Edward Sperling, EVP, Controller, CIT Group

Transitioning from LIBOR - The Journey Continues

• Jeannine Hyman, CPA, Director, Citi
• Lucy Farr, Partner, Davis Polk & Wardwell LLP
• David Challen, Partner, PwC

Tax Changes and Planning Opportunities Brought About by the COVID-19 Fallout

• David A. Thornton, CPA, Partner, Crowe LLP

Work Reimagined: Adapting to the New Working World

• Brian Hickey, Principal, People Advisory Services, EY
• Roselyn Feinsod, Principal, People Advisory Services, EY
• Amit Banker, Partner, People Advisory Services, EY
• Andrea Filippelli, Senior Manager, EY

Balance Sheet Management: Strategies vs. Tactics for Earnings, Liquidity, Capital, and ALM

• Scott Hildenbrand, Head of Piper Sandler Financial Strategies and Head of Piper Sandler Hedging Services, LLC, Piper Sandler