Categories
General Session (Onsite and Online)
IdentificationPFP2003DateJune 8, 2020To Be Announced…Speaker
Scott Orr, CFAVice President Government Relations, Head of Southern Regional Public Affairs, Fidelity Investments
IdentificationBAN2102DateSeptember 20, 2021Technology is transforming the business of banking…Speaker - Virtuals
Chief Innovation Officer, Federal Reserve System
Chief Innovation Officer, OCC
Chief Innovation Officer, FDICSpeaker - In Person
Regulatory Affairs Managing Director, Crowe LLP$49Standard Price
IdentificationBAN2114DateSeptember 21, 2021The fireside chat is back! The chief accountants will share current perspectives from the agencies on a variety of financial reporting topics and policy developments…Speaker - Virtuals
John Rieger, CPAChief Accountant, FDIC
Jeffrey J. Geer, CPAAssociate Chief Accountant, Office of the Comptroller of the Currency
Lara Lylozian, CPAChief Accountant, Federal Reserve BoardSpeaker - In Person
Sydney K. Garmong, CPA, CGMAPartner, National Office, Crowe LLP$49Standard Price
IdentificationBAN2115DateSeptember 21, 2021Join 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 - Virtuals
John Rieger, CPAChief Accountant, FDICJeffrey J. Geer, CPAAssociate Chief Accountant, Office of the Comptroller of the CurrencyLara Lylozian, CPAChief Accountant, Federal Reserve BoardSpeaker - In Person
Sydney K. Garmong, CPA, CGMAPartner, National Office, Crowe LLP$49Standard Price
IdentificationBAN2117DateSeptember 21, 2021This 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
Chief Economist - SVP, Fannie Mae$49Standard Price
IdentificationCFC2102DateOctober 27, 2021This panel will give participants the opportunity to hear the perspectives of CFOs and Controllers from diverse companies and how they are tackling and addressing some of the changes from COVID-19 that will define the “new normal” for business…Speakers
CFO, AssuredPartners Aerospace
Director of Finance, Gun Lake TribeSpeaker - Virtuals
Director of Controlling, Covestro LLC
Glen Parrillo, CPAChief Financial Officer, McCrossin, Inc.$49Standard Price
IdentificationCFC2112DateOctober 28, 2021This is a defining moment for the Profession. CPAs and CGMAs have been thrust into the center of attention as they are called on to help businesses 'survive and thrive’ in these extraordinary times…Speaker
EVP of Business Engagement & Growth, US/AICPA-CIMA$49Standard Price
IdentificationCFC2126DateOctober 28, 2021A Chief Accounting Officer & Corporate Controller will share in experiences and insights learned from CEOs and CFOs that aid in the development and success of Controllers…Speaker
Mike Leon, CPASVP and Chief Accounting Officer, Jeld-Wen$49Standard Price
IdentificationCFC2133DateOctober 29, 2021As a Finance leader you recognize the urgent need for transformation in your business’ products, services, manufacturing and delivery strategies, and employee and customer experiences…Speaker
Independent Director, Growth Advisor, Award Winning Author, Pragmatic Innovation Partners$49Standard Price
IdentificationOIL2101DateNovember 9, 2021In 2021 we have seen a bounce-back of global oil prices, a resurgent global economy, and a buoyant driving season, fueled by the roll-out of Covid-19 vaccines. We have also seen the initial policy signposts from the new administration, and the resurgence of the virus, both here in the U.S…Speaker
Mark C. Snead, Ph.D.President, RegionTrack Inc.$49Standard Price
IdentificationOIL2102DateNovember 9, 2021Get down to basics about ESG and what it takes to implement a program. Hear from our panel experts who have been grass roots participants in implementation efforts for organizations…Speaker
Manager Director ESG, FORVISSpeaker - Virtual
Managing Director, Kimmeridge EnergyModerator
Megan McFarland, CPAPartner In Charge Dallas, National Energy Practice Leader, Moss Adams LLP$49Standard Price
IdentificationOIL2103DateNovember 9, 2021Attracting and maintaining top talent has and continues to be a focus of oil and gas companies…Speakers
Audit Partner, Energy, KPMG
Advisory Director, KPMG
Director - Investor Relations, Phillips 66
Senior Investor Relations Officer, Shell$49Standard Price
IdentificationOIL2123DateNovember 10, 2021This session will cover major trends and outlook relative to various forms of energy capital, evolving terms and capital requirements to access…Speakers
Deals Partner - US Energy Sector Capital Market and Accounting Advisory Services Leader, PwC
Managing Director, Energy Finance Group, Prudential Private CapitalSpeaker - Virtual
Managing Partner, 3P Energy Capital$49Standard Price
IdentificationNTSP2202DateNovember 1, 2022Join us for updates by the IRS Executive Leadership where they will provide overviews on current challenges and efforts the IRS is making to adapt to the evolving needs of taxpayers, tax professionals and the nation…Speakers
Owner, D.T. Moore & Company
David Lifson, CPASenior Advisor, Crowe LLP
Deputy Commissioner, Services & Enforcement, Internal Revenue Service
Commissioner, Small Business/Self-Employed (SB/SE), Internal Revenue Service
Nikole C. Flax - Invited, CPA, J.D., LL.M. (Taxation)Deputy Commissioner, Large Business and International (LB&I) Division, Internal Revenue Service
Edward Killen, J.D.Commissioner, Tax Exempt & Government Entities (TE/GE), Internal Revenue Service
Commissioner, Wage and Investment Division, Internal Revenue Service
Chief, Criminal Investigation, Internal Revenue Service
National Taxpayer Advocate, Internal Revenue Service$49Standard Price
IdentificationCU2201DateOctober 24, 2022Longstanding economic assumptions, relationships and metrics are less relevant in today’s economy. Federal Reserve policy decisions are more obviously fraught with peril. Politics and the political climate have assumed increasing importance…Speaker
Senior Economist, Credit Union National Association$49Standard Price
IdentificationCU2204DateOctober 24, 2022Despite the recent downturn in cryptocurrency prices that ushered in the current “crypto winter” there is still phenomenal interest and transactions taking place in the space. Today, the focus is still on speculative investing and, unfortunately, a “get-rich-quick” mentality…Speaker
Sr. Innovation Strategist, PSCU$49Standard Price
IdentificationCU2206DateOctober 25, 2022Over the past several years, risk management has gone through distinct phases in response to COVID, consumer expectations, remote workforce, and regulatory requirements…Moderator
Megan Rangen, CPAPartner, Crowe LLPSpeakers
Chris Vallez, CPAPartner, Nearman,Maynard,Vallez CPAs
Jackie Gilbert, CCUE, CCUFC, CUERME, BSACSChief Risk Officer, Suncoast Credit Union
Troy C. Garry, CPAEVP/CFO, Sound Credit Union$49Standard Price
IdentificationCU2207DateOctober 25, 2022This session provides an update on NCUA’s priorities and concerns in the current economic environment…Speaker
Director of the Office of Examination and Insurance, National Credit Union Administration$49Standard Price
IdentificationCU2216DateOctober 25, 2022Learn from some of the day's speakers as they address audience questions related to government, public sector, and not for profit entities…Speakers
Director of the Office of Examination and Insurance, National Credit Union Administration
Mike Lundberg, CPAPartner, RSM US LLP
Ellen Vargo, CPAPartner, Nearman, Maynard, Vallez CPAs$49Standard Price
IdentificationCU2217DateOctober 26, 2022In this session we will discuss the needs credit unions have with regards to continued evolution as consumer demands shift, and new competition arises. We've entered an age of "engagement banking" where technology and fintech can be used to bring credit unions closer to member needs…Speaker
Chief Revenue & Strategy Officer, Moven$49Standard Price
IdentificationCU2220DateOctober 26, 2022With CECL implementation for most credit unions required soon, this session will provide updated information, guidance and recommendations to help credit unions finalize their preparations…Moderator
Megan Rangen, CPAPartner, Crowe LLPSpeakers
CFO, Mission Federal Credit Union
Executive Vice President/CFO, One Nevada Credit Union
Sharon Poach, CPASenior Vice President of Finance and Controller, Navy Federal Credit Union$49Standard Price
