Thumbnail for 2021 AICPA & CIMA Conference on Banks & Savings Institutions

2021 AICPA & CIMA Conference on Banks & Savings Institutions


Join us for 3 days in September to hear from key regulators from the Federal Reserve, SEC, FASB, PCAOB about today’s most pressing issues and stay for the informative “Ask the Experts” panel discussions and interactive Q&A sessions.

Who Should Attend

  • Public practitioners with banks and savings institution clients
  • Preparers and auditors serving banks and savings institutions
  • CFOs, controllers and financial executives in institutions of all sizes
  • Regulators in government and industry

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately. 

Packages Display Packages

This includes sessions from the conference: 2021 AICPA & CIMA Conference on Banks & Savings Institutions

Sessions Included:

The New Frontier of Innovation: Perspectives from the Banking Agencies’ Chief Innovation Officers (Sep 20, 2021 10:55 AM)

Performance and Outlook for Banks (Sep 20, 2021 01:55 PM)

SEC Updates from Corporation Finance, Enforcement, & OCA (Sep 20, 2021 03:15 PM)

Strategy to Prepare, Tactics to Execute: Get Ready for 2022 (Sep 20, 2021 03:15 PM)

Merging with a Special Purpose Acquisition Company (SPAC), presented by Grant Thornton (Sep 21, 2021 08:00 AM)

KEYNOTE - Perspectives on the Regulatory Landscape (Sep 21, 2021 09:00 AM)

Federal Banking Agencies: A Fireside Chat with the Chief Accountants (Sep 21, 2021 10:45 AM)

Federal Banking Agencies Chief Accountants Panel Q&A (Sep 21, 2021 12:45 PM)

Housing Update (Sep 21, 2021 04:00 PM)

Building a Strong Foundation for Profitability Analysis, presented by Syntellis Performance Solutions (Sep 22, 2021 08:00 AM)

A Deep Dive into the "E" of ESG - Climate Risk, presented by KPMG LLP (Sep 22, 2021 08:00 AM)

How a Modern Loan Subledger Can Transform Your Finance Organization, presented by SS&C EVOLV (Sep 22, 2021 08:00 AM)

Income Tax Developments and Planning Strategies (Sep 22, 2021 10:45 AM)

LIBOR Transition (Sep 22, 2021 10:45 AM)

Day in the Life of a Digital Assets Banking CFO (Sep 22, 2021 12:45 PM)

Community Bank Financial Reporting Hot Topics (Sep 22, 2021 03:30 PM)

Ask The Experts Panel - Large Banks (Sep 22, 2021 02:30 PM)

New and Proposed Tax Legislation – Where Do We Stand Right Now? | Closing Remarks (Dec 01, 2021 03:50 PM)

Economic Outlook (Dec 01, 2021 11:40 AM)

$29900
Standard Price
  • Thumbnail for The New Frontier of Innovation: Perspectives from the Banking Agencies’ Chief Innovation Officers
    Identification
    BAN2102
    Date
    September 20, 2021

    Technology is transforming the business of banking. The agencies are collectively focused on encouraging responsible innovation and promoting the adoption of new technologies by banks of all sizes to meet consumer needs, reduce compliance burdens, modernize supervision, and expand banking services in underserved communities. The agencies have been very active and engaged in recent months working closely with banks and fintech providers while issuing RFIs and other releases to gain more insight from industry participants on important issues such as artificial intelligence and digital assets. Join the chief innovation officers’ panel for a dynamic discussion on the latest regulatory initiatives and policies around innovation.

    Objectives

    • Differentiate the innovation supervisory policy priorities
    • Analyze the impact of innovation on consumers and compliance
    • Compare the use cases of various types of innovative financial technologies

    ​Speaker - Virtuals

    Speaker Image for Kavita Jain
    Chief Innovation Officer, Federal Reserve System
    Speaker Image for Beth Knickerbocker
    Chief Innovation Officer, OCC
    Speaker Image for Sultan Meghji
    Chief Innovation Officer, FDIC

    ​Speaker - In Person

    Speaker Image for Dennis Hild
    Regulatory Affairs Managing Director, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for Performance and Outlook for Banks
    Identification
    BAN2105
    Date
    September 20, 2021

    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.

    Objectives

    • Analyze information on bank operating trends from the latest quarterly disclosures
    • Identify primary drivers to the performance of bank stocks
    • Recognize perspectives on recent M&A transactions and how they are viewed by the market

    ​Speaker - In Person

    Speaker Image for Catherine Mealor
    Managing Director, Keefe, Bruyette and Woods
    $4900
    Standard Price
  • Thumbnail for SEC Updates from Corporation Finance, Enforcement, & OCA
    Identification
    BAN2107
    Date
    September 20, 2021

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

    Objectives

    • Assess filing review observations, including those relating to COVID-19, CECL and banking specific responses
    • Analyze rule-making initiatives
    • Identify matters regarding division monitoring and activities

    ​Speaker - Virtuals

    Speaker Image for Stephanie Sullivan
    Associate Chief Accountant, U.S. Securities and Exchange Commission
    Speaker Image for Kevin Vaughn
    Senior Associate Chief Accountant, U.S. Securities & Exchange Commission
    Speaker Image for Matthew Jacques
    Managing Director, AlixPartners
    $4900
    Standard Price
  • Thumbnail for Strategy to Prepare, Tactics to Execute: Get Ready for 2022
    Identification
    BAN2108
    Date
    September 20, 2021

    Join Scott Hildenbrand for a discussion of strategies and tactics in the current environment. Extracting value from your balance sheet requires strategic planning – weaponize your A/L, prepare for multiple outcomes, measure and interpret the right metrics. Establishing a strategy prepares your institution to tactically execute when the market presents opportunities. This session will cover understanding and using derivatives, measuring and allocating excess liquidity, deleverage considerations, capital planning, and opportunities on the asset and liability sides of the balance sheet. Prepare your institution and learn to value the right things for 2022.

    Objectives

    • Recognize the difference between strategies and tactics
    • Determine how to weaponize you’re A/L, prepare for multiple outcomes, and measure and interpret the right metrics

    ​Speaker - In Person

    Speaker Image for Scott Hildenbrand
    Chief Balance Sheet Strategist & Head of Financial Strategies, Piper Sandler
    $4900
    Standard Price
  • Thumbnail for Merging with a Special Purpose Acquisition Company (SPAC), presented by Grant Thornton
    Identification
    BAN2110
    Date
    September 21, 2021

    Private companies are increasingly going public through an acquisition by a public special purpose acquisition company (SPAC), rather than through the traditional initial public offering (IPO) route. SPAC transactions can give rise to unique financial reporting and accounting issues.

    Objectives

    • Identify risks and benefits to this transaction alternative
    • Determine information required in SEC filings for a private operating company being acquired by a SPAC
    • Recognize key accounting considerations for the U.S. GAAP financial statements of the combined entity following a SPAC transaction

    Speaker

    Speaker Image for Matthew Esposito
    Partner, Accounting Advisory Services, Grant Thornton LLP

    ​Speaker - In Person

    Speaker Image for Graham Dyer
    Partner & Chief Accountant, Grant Thornton LLP
    $4900
    Standard Price
  • Thumbnail for KEYNOTE - Perspectives on the Regulatory Landscape
    Identification
    BAN2113
    Date
    September 21, 2021

    This session will provide a legislative/regulatory update. Participants will leave the session with a greater familiarity with the new landscape and an awareness of potential future changes.

    Objectives

    • Identify and discuss actual changes
    • Recognize prospective changes
    • Determine implications for the regulatory landscape

    ​Speaker - In Person

    Speaker Image for Rodgin Cohen
    Senior Chairman, Sullivan & Cromwell LLP
    $4900
    Standard Price
  • Thumbnail for Federal Banking Agencies: A Fireside Chat with the Chief Accountants
    Identification
    BAN2114
    Date
    September 21, 2021

    The fireside chat is back! The chief accountants will share current perspectives from the agencies on a variety of financial reporting topics and policy developments. Hear the lasted thinking on the allowance, for both ALLL and ACL, including implementation of the CECL model, TDRs, as well as the agencies’ continuing pandemic responses, reference rate reform (LIBOR transition), ESG and climate change and other financial reporting observations.

    Objectives

    • Evaluate the regulatory financial reporting developments
    • Evaluate the supervisory policy developments
    • Analyze the perspectives on the implementation of accounting standards, including CECL

    ​Speaker - Virtuals

    Speaker Image for John Rieger
    Chief Accountant, FDIC
    Speaker Image for Jeffrey Geer
    Associate Chief Accountant, Office of the Comptroller of the Currency
    Speaker Image for Lara Lylozian
    Chief Accountant, Federal Reserve Board

    ​Speaker - In Person

    Speaker Image for Sydney Garmong
    Partner, National Office, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for Federal Banking Agencies Chief Accountants Panel Q&A
    Identification
    BAN2115
    Date
    September 21, 2021

    Join 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

    Speaker Image for John Rieger
    Chief Accountant, FDIC
    Speaker Image for Jeffrey Geer
    Associate Chief Accountant, Office of the Comptroller of the Currency
    Speaker Image for Lara Lylozian
    Chief Accountant, Federal Reserve Board

    ​Speaker - In Person

    Speaker Image for Sydney Garmong
    Partner, National Office, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for Housing Update
    Identification
    BAN2117
    Date
    September 21, 2021

    This 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.

    Objectives

    • Discuss the current macroeconomic dynamics and the effects on housing
    • Identify how current trends could shape the market in the future

    ​Speaker - In Person

    Speaker Image for Douglas Duncan
    Chief Economist - SVP, Fannie Mae
    $4900
    Standard Price
  • Thumbnail for Building a Strong Foundation for Profitability Analysis, presented by Syntellis Performance Solutions
    Identification
    BAN2118
    Date
    September 22, 2021

    Changing economic and risk landscapes require profitability analysis to be agile, precise, and aligned throughout the institution. Join Syntellis finance experts John Kim and Jeff Truitt to learn how to adapt your profitability analysis to these changing requirements.

    Objectives

    • Determine how to best leverage a RAROC matrix and scenario analysis to better align your organization with guidance from the OCC’s Semiannual Risk Perspective (Mitigating Risk)
    • Identify how to leverage profitability surveys, cost allocations and more to help you accurately understand your value drivers (Improving Accuracy)
    • Recognize the role and value of profitability steering committees (Increasing Buy-In)
    • Identify tips for better data visualization, and see concrete examples of value-added reporting (Enhancing Communication)

    ​Speaker - In Persons

    Speaker Image for Jeff Truitt
    Product Manager, FI Solutions, Syntellis Performance Solutions
    Speaker Image for John Kim
    Sr. Director, Product Management, Financial Institutions, Syntellis Performance Solutions
    $4900
    Standard Price
  • Thumbnail for A Deep Dive into the "E" of ESG - Climate Risk, presented by KPMG LLP
    Identification
    BAN2119
    Date
    September 22, 2021

    This session will provide an overview of climate risk and key considerations organizations should plan for as new regulations come into place.

    Objectives

    • Recognize the impact of climate risk to organizations and their financials
    • Assess the current landscape for organizations to address climate risk from a materiality and quantitative impact

    ​Speaker - In Persons

    Speaker Image for Ben Harden
    Managing Director, KPMG LLP
    Speaker Image for Adam Levy
    Principal, KPMG LLP
    Speaker Image for Frank Manahan
    Managing Director, KPMG LLP
    $4900
    Standard Price
  • Thumbnail for How a Modern Loan Subledger Can Transform Your Finance Organization, presented by SS&C EVOLV
    Identification
    BAN2120
    Date
    September 22, 2021

    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.

    Objectives

    • Recognize how to build a flexible finance organization
    • Identify and review the role of a loan subledger in planning and forecasting
    • Evaluate finance transformation and modern technology solutions
    • Recognize how driving efficiency and effectiveness is required to compete
    • Assess building a flexible architecture and scalable data model

    ​Speaker - In Person

    Speaker Image for Brent Dann
    Senior Vice President, Chief Accounting Officer, PenFed Credit Union

    ​Speaker - Virtuals

    Speaker Image for Bryan Suarez
    Managing Director, Financial Services Consulting, EY
    Speaker Image for Katie Wilson
    Vice President, Solutions Consulting, SS&C EVOLV
    $4900
    Standard Price
  • Thumbnail for Income Tax Developments and Planning Strategies
    Identification
    BAN2123
    Date
    September 22, 2021

    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.

    Objectives

    • Determine the impact of various federal legislative tax proposals currently being considered by Congress
    • Recognize the impact of recent Treasury pronouncements pertaining to federal income taxes
    • Identify potential tax planning opportunities related to these developments that can add to the company’s bottom line

    ​Speaker - In Person

    Speaker Image for David Thornton
    Partner, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for LIBOR Transition
    Identification
    BAN2125
    Date
    September 22, 2021

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

    Objectives

    • Analyze accounting relief provided under 848 for modification accounting and hedge accounting
    • Recognize the background on the LIBOR transition
    • Evaluate when certain LIBOR rates are ceasing
    • Assess the accounting relief to apply to contracts that reference LIBOR

    ​Speaker - Virtuals

    Speaker Image for Jeannine Hyman
    Director, Citi
    Speaker Image for Aaron Netten
    Accounting Policy Manager, Wells Fargo Bank N.A.
    Speaker Image for Mark Northan
    Partner, KPMG LLP
    Speaker Image for Chris Malejko
    Senior Vice President, Bank of America
    $4900
    Standard Price
  • Thumbnail for Day in the Life of a Digital Assets Banking CFO
    Identification
    BAN2128
    Date
    September 22, 2021

    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.

    Objectives

    • Recognize the role banks play in the digital asset ecosystem
    • Identify common risks banks should consider when working in digital assets
    • Determine common accounting and audit considerations in digital assets
    • Assess career advice on what you need to know in digital assets

    ​Speaker - Virtuals

    Speaker Image for Jay Schulman
    Principal, RSM US LLP
    Speaker Image for Mike Borges
    Chief Financial Officer, Avanti Financial Group, Inc.
    $4900
    Standard Price

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