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
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.
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)
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
This session will provide an overview of climate risk and key considerations organizations should plan for as new regulations come into place.
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.
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.
Gain an understanding of current market developments and the associated accounting relief provided by the FASB under ASC 848.
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.
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