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Banks
IdentificationBANCU2401DateSeptember 9, 2024The accounting profession continues to navigate the changing and challenging business environment. We’ve been resilient by seizing opportunities, while providing guidance to accelerate and lead the evolution of client services and business practices…Speakers
Barry C. Melancon, CPA, CGMAPresident and CEO, AICPA & CIMA
Sydney K. Garmong, CPA, CGMAPartner, National Office, Crowe LLP
Bryan W. Mogensen, CPAPrincipal, Financial Services Group, CLA$49Standard Price- IdentificationBANCU2404DateSeptember 9, 202430 years of internet technology have shown that legislators, regulators, and executives have glorified the innovative impacts it can have while failing to adequately understand the increasing risks to critical infrastructure, security, and privacy…
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Executive Director, Financial Technology & Cybersecurity Center$49Standard Price - IdentificationBANCU24SS01DateSeptember 10, 2024The majority of the roles in a financial institution include a variable compensation component…
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Sr. Solutions Engineer, Syntellis Performance Solutions$49Standard Price 
IdentificationBAN2408DateSeptember 10, 2024Join us for an engaging panel discussion on the complexities of fintech relationships in the banking industry…Speakers
Partner, Accounting Advisory & Finance Transformation Leader, Crowe LLP
Chief Financial Officer, Canapi Ventures
Founding Principal, KLM Advisory LLC$49Standard Price- IdentificationBANCU2407DateSeptember 10, 2024With a pivot in Fed policy after the preceding two years of monetary tightening, interest rate risk management continues to be paramount…
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Ryan Henley, CFAManaging Director, Head of Financial Institutions Strategies, Stifel$49Standard Price - IdentificationBANCU2408DateSeptember 10, 2024Banks and credit unions are entering a digital future in which data will support value creation in new and innovative ways. In this keynote session, Dr. Black simplifies emerging technologies like AI and blockchain to show how financial institutions can adapt to this trend…
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Lamont Black, Ph.D.Associate Professor of Finance, DePaul University$49Standard Price - IdentificationBAN2404DateSeptember 10, 2024A flurry of rule-making, court challenges and decisions, legislative hearings, coupled with market disruption has significantly impacted the banking industry. Join this session to hear about the legislative and regulatory activities impacting the industry…
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Partner, Jones Day$49Standard Price - IdentificationBAN2406DateSeptember 10, 2024This session will discuss how high interest rates impact the approach to tax planning for financial institutions, including strategies that directly reduce income tax liabilities and income tax expense, as well as those that maximize the deferral of income tax payments…
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David A. Thornton, CPAPartner, Crowe LLP$49Standard Price - IdentificationBAN2407DateSeptember 10, 2024Big Bank Failures and Taylor Swift dominated the headlines in 2023. Ms. Swift emerged in 2024 with a new boyfriend and a new album. But the Cruel Summer of 2023 renewed banker examiner focus on Capital, Asset Quality, and Liquidity and left Bankers All Too Well (the 10 minute version)…
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Sydney S. Menefee, CPAEVP and Sr. Director for Strategic Financial & Capital Management, Flagstar Bank, N.A.$49Standard Price - IdentificationBAN2417DateSeptember 11, 2024In the summer of 2023, the PCAOB proposed changes to the auditor’s consideration of possible noncompliance with laws and regulations. In February 2024, the PCAOB announced that they would hold a multi-stakeholder roundtable to discuss the project and at the same time re-opened the comment period…
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Partner, EY
Dennis J. McGowan, CPAVice President, Professional Practice, Center for Audit Quality
Lisa Kohl, JDOf Counsel, Cravath, Swaine & Moore LLP
Tendai Mangwiro, CPACorporate Controller, Atlantic Union Bank$49Standard Price - IdentificationBAN2410DateSeptember 10, 2024Join Scott Hildenbrand, head of Piper Sandler Financial Strategies, for a discussion on positioning your balance sheet for 2025 and beyond…
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Chief Balance Sheet Strategist & Head of Financial Strategies, Piper Sandler$49Standard Price - IdentificationBAN2411DateSeptember 10, 2024Hear from mid-sized bank CAOs/Controllers/CFO about how their banks are addressing operational, financial reporting and regulatory matters…
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David Cornish, CPAEVP, Chief Accounting Officer & Corporate Controller, Santander US
EVP - Corporate Controller/CAO, Huntington BankTendai Mangwiro, CPACorporate Controller, Atlantic Union BankModerator
Michael H. Hall, CPAPartner, KPMG LLP$49Standard Price - IdentificationBAN2413DateSeptember 10, 2024This session will discuss recent performance and outlook of the banking industry focusing on how the rate environment has impacted banks and M&A…
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Managing Director - Investment Banking, Keefe, Bruyette & Woods$49Standard Price - IdentificationBAN2414DateSeptember 10, 2024This session will provide an overview of adoption issues related to the newly effective Accounting Standards Update - ASU 2023-02, which offers an elective expansion of the proportional amortization method of accounting for investments in qualifying tax credit equity structures…
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Dan Janiak, CPASVP, Director of Accounting Policy and Financial Reporting, PNC Financial Services GroupDavid A. Thornton, CPAPartner, Crowe LLP
Partner, KPMG LLP$49Standard Price - IdentificationBANCU2406DateSeptember 10, 2024Explore the recent hot topics in auditing with two seasoned veterans. Auditing takes on a new meaning when economic conditions worsen. Learn what planning items you should consider for this upcoming audit season. Also, we go through lessons learned after year one of CECL and plan for year two…
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John Miller, CPAPrincipal, Doeren Mayhew
Sal A. Inserra, CPAPartner, Crowe LLP$49Standard Price - IdentificationBANCU24SS02DateSeptember 10, 2024Learn more about the practical applications of Generative Artificial Intelligence in our session focused on accelerating application modernization and development…
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Managing Director, KPMG LLP
Chief Operating Officer, Rhino.ai$49Standard Price 
IdentificationBANCU24SS03DateSeptember 10, 2024A January 2024 article in the Journal of accountancy noted that almost 40% of CFOs worldwide do not completely trust the accuracy of their organization's financial data…Speakers
SVP & General Manager, SS&C EVOLV
Partner, Financial Services, Ernst & Young LLP$49Standard Price- IdentificationBAN2415DateSeptember 11, 2024Have you wondered how some careers have unfolded and how they got to where they are today? Join this short session to hear the journey these panelists have taken – and their wisdom…
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Muneera Carr, CPAExecutive Vice President and Chief Accounting Officer, Wells FargoSydney S. Menefee, CPAEVP and Sr. Director for Strategic Financial & Capital Management, Flagstar Bank, N.A.Moderator
Sydney K. Garmong, CPA, CGMAPartner, National Office, Crowe LLP$49Standard Price - IdentificationBAN2416DateSeptember 11, 2024Identify the challenges faced by community banks in today's environment and determine strategies to mitigate and manage the risks…
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Lisa M. O'Neill, CPAEVP & CFO, Lakeland Financial Corporation
Janet T. Verneuille, CPASenior EVP & CFO, First National Bank of Long Island
EVP, CFO, C&F Financial Corporation
Tony J. VunCannon, CPAEVP/CFO/Treasurer, HomeTrust BankModerator
Martin M. Caine, CPAPrincipal, Wolf & Company, P.C.$49Standard Price - IdentificationBAN2409DateSeptember 10, 2024This course will provide an overview of climate regulations both in the US and globally. It will discuss the SEC climate-related disclosure rules and the three climate-related disclosure laws passed by California, including the requirements, status, and reporting timelines…
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Diana Stoltzfus, CPAPartner, PwC
Mike L. Gullette, CPASVP, Tax and Accounting, American Bankers Assn
Michael Tovey, CPACorporate Sustainability Controller, Bank of America$49Standard Price - IdentificationBAN2420DateSeptember 11, 2024Join our panel of experts from large banks as they tackle top-of-mind accounting and financial reporting topics. This is a unique opportunity to pose your critical questions to industry specialists…
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Lee Keel, CPAFinancial Accounting Executive, Managing Director, Wells Fargo
Linda B. Bergen, CPACorporate Accounting Policy - Director/Manager, Citigroup
Richard Juntilla, CPA (inactive)Accounting Policy Director, US Bancorp
Laurin Smith, CPA, MBAManaging Director, JP Morgan Chase & Co.
Chris Ackerlund, CPAHead of Accounting Policy, Bank of AmericaModerator
Robert De Mauro, CPA, CIMAExecutive Director, JP Morgan Chase & Co.$49Standard Price
