Thumbnail for 2024 AICPA & CIMA Banks & Savings Institutions and Credit Unions Conferences

2024 AICPA & CIMA Banks & Savings Institutions and Credit Unions Conferences



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This includes sessions from the conference: 2024 AICPA & CIMA Banks & Savings Institutions and Credit Unions Conferences

Sessions Included:

Welcome | AICPA Update: Accelerate & Lead (Sep 09, 2024 08:30 AM)

Keynote: 21st Century Internet Alert - Tech Is Just as Destructive as Transformative! (Sep 09, 2024 04:25 PM)

Credit Unions in 2024: Challenges, Opportunities & Key Questions (Sep 09, 2024 01:10 PM)

CECL Behavior Post Implementation (Sep 09, 2024 03:25 PM)

Designing and Tracking Effective Incentive Compensation Plans, presented by Syntellis Performance Solutions (Sep 10, 2024 08:00 AM)

Fintech: Relationships are Complicated (Sep 10, 2024 01:35 PM)

Derivatives and Hedging Strategies (Sep 10, 2024 03:00 PM)

Keynote: Our Digital Future: AI, Blockchain, and Beyond (Sep 10, 2024 04:20 PM)

Regulatory and Legislative Developments: Perspectives on the State of the Banking Industry (Sep 10, 2024 10:25 AM)

Tax Planning in a High Interest Rate Environment and Other Tax Developments (Sep 10, 2024 11:45 AM)

The Tortured Bankers Department - A Former Bank Examiner’s Anthology (Sep 10, 2024 11:45 AM)

PCAOB NOCLAR Standard Setting Project: What You Need to Know? (Sep 11, 2024 10:20 AM)

Reacquiring Our Balance Sheets in a Post Pandemic Environment (Sep 10, 2024 01:35 PM)

Mid-Size Bank Chief Accounting Officer Panel (Sep 10, 2024 01:35 PM)

Performance & Outlook for Banks (Sep 10, 2024 03:00 PM)

ASU 2023-02 Adoption Issues for Tax Credit Equity Investments and Tax and Financial Statement Impact of Purchased Tax Credits (Sep 10, 2024 03:00 PM)

ASB's Commitment to Relevant Auditing Standards: An Update on ASB Activities (Sep 10, 2024 10:25 AM)

How to Effectively Monitor and Manage Product Profitability & Why? (Sep 10, 2024 10:25 AM)

Update on Credit Union M&A (Sep 10, 2024 10:25 AM)

Optimizing the Balance Sheet in the Current Interest Rate Environment (Sep 10, 2024 11:45 AM)

Hot Topics in Auditing Issues (Sep 10, 2024 11:45 AM)

Breaking Down ALM to Build It Back Up (Sep 10, 2024 01:35 PM)

Internal Controls and Impact on Changing Risk Environment (Sep 10, 2024 01:35 PM)

Hot Topics in Regulatory Compliance (Sep 10, 2024 03:00 PM)

Recent Fraud Schemes and Prevention (Sep 10, 2024 03:00 PM)

Practical Application of GenAI: Application Modernization, presented by KPMG (Sep 10, 2024 08:00 AM)

The CFO Finance Hub: Why CFOs are Rethinking their Systems and Processes, presented by SS&C Technologies (Sep 10, 2024 08:00 AM)

My Career in Banking - How I Got Here and Lessons Along the Way (Sep 11, 2024 09:00 AM)

What Keeps Community Bank CFOs Up at Night? (Sep 11, 2024 10:20 AM)

Current Developments on Climate Regulations (Sep 10, 2024 01:35 PM)

Ask The Experts Panel - Large Banks (Sep 11, 2024 11:45 AM)

Keynote: Empathy Rates Rising: Investing in Inclusive Leadership (Sep 11, 2024 09:00 AM)

How to Make Enterprise Risk Management Thrive (Sep 11, 2024 10:20 AM)

Hot Accounting Topics (Sep 11, 2024 10:20 AM)

CFO Panel (Sep 11, 2024 11:45 AM)

Fintech: Relationships are Complicated (Sep 11, 2024 10:20 AM)

$37900
Standard Price
  • Thumbnail for Welcome | AICPA Update: Accelerate & Lead
    Identification
    BANCU2401
    Date
    September 9, 2024

    The 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. In this professional issues update Barry Melancon, President & CEO, AICPA and CEO of the Association, will share how the profession is accelerating and leading to grow services, connections and confidence while also keeping the profession attractive, prosperous and exciting for the next generation of CPAs and CGMAs.

    Objectives

    • Recall the current economic environment and important issues impacting the accounting and finance profession
    • Recognize how the profession is taking on the challenge of change and embracing digital acceleration and emerging technologies to create and deliver value and new services

    Speakers

    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    Speaker Image for Sydney Garmong
    Partner, National Office, Crowe LLP
    Speaker Image for Bryan Mogensen
    Principal, Financial Services Group, CLA
    $4900
    Standard Price
  • Thumbnail for Credit Unions in 2024: Challenges, Opportunities & Key Questions
    Identification
    CU2401
    Date
    September 9, 2024

    Credit unions have navigated unprecedented changes in the economic and operating environment over the past few years. In 2024, questions about the direction of the economy and members’ financial health are front and center while regulatory concerns increase. What do the latest trends say about credit union performance in the face of these challenges? Where are credit unions seeing opportunities? What are the key issues on the minds of credit union executives?

    Objectives

    • Recognize how credit unions are performing in 2024
    • Identify potential growth opportunities for credit unions
    • Recall what is keeping credit union leaders up at night

    Speaker

    Speaker Image for Jay Johnson
    Chief Collaboration Officer, Callahan & Associates
    $4900
    Standard Price
  • Thumbnail for CECL Behavior Post Implementation
    Identification
    CU2403
    Date
    September 9, 2024

    After a year of CECL implementation, the panel of credit union management, audit and consulting industry professionals will reflect to explore key insights on CECL trends. From addressing deteriorating credit quality, reserve volatility, qualitative assessments and forecasting, the panel will discuss lessons learned and best practices. 

    Objectives

    • Distinguish ongoing trends within current expected credit loss (CECL) at credit unions and the financial institution industry
    • Identify key focus areas and what to look out for through common CECL issues experienced post-implementation
    • Apply best practices for CECL both operationally and accuracy

    Speakers

    Speaker Image for Anthony Porter
    Partner, Moss Adams
    Speaker Image for Neal Boocock
    Vice President, Credit Risk, SchoolsFirst Federal Credit Union
    Speaker Image for Allen Bach
    Senior Manager, Advisory Services, Abrigo
    Speaker Image for Amy Doll
    Senior Vice President - Accounting & Finance Services, CommunityAmerica Credit Union
    $4900
    Standard Price
  • Thumbnail for Keynote: 21st Century Internet Alert - Tech Is Just as Destructive as Transformative!
    Identification
    BANCU2404
    Date
    September 9, 2024

    30 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. We have reached the point where even the most sophisticated financial services companies cannot defend themselves without spending unsustainable sums each year and geopolitical adversaries continuously expose the holes in even the most sophisticated cybersecurity defenses, and it is only getting more challenging as AI, deep fakes, quantum computing, synthetic biology, and autonomous warfare take center stage. There are answers.

    Objectives

    • Compare the imbalance between the transformative and destructive impacts of digital technologies and the ways that AI, deep fakes, quantum computing, synthetic biology, and autonomous machines put the personal safety and financial well-being of users at risk
    • Identify what can be done to respond to a world where everything will be connected, and everything will be vulnerable to hackers
    • Analyze how digital assets such as cryptocurrencies compound the risks to individuals’ financial security and national security
    • Determine who can shape the future of technological revolution and what must be done to make cyberspace safe

    Speaker

    Speaker Image for Thomas Vartanian
    Executive Director, Financial Technology & Cybersecurity Center
    $4900
    Standard Price
  • Thumbnail for Designing and Tracking Effective Incentive Compensation Plans, presented by Syntellis Performance Solutions
    Identification
    BANCU24SS01
    Date
    September 10, 2024

    The majority of the roles in a financial institution include a variable compensation component. Do these incentive plans help your company achieve its goals? How much time and effort are spent calculating their payouts? Join us for a presentation on creating the right plans for your employees and your institution.

    Objectives

    • Determine how to align categories and goals with the role of each employee.
    • Recognize the importance of progress reports to keep employees motivated.
    • Determine a company’s current status on the incentive evolution path, and where the company wants to go next.

    Speaker

    Speaker Image for Heather Hinchley
    Sr. Solutions Engineer, Syntellis Performance Solutions
    $4900
    Standard Price
  • Thumbnail for Practical Application of GenAI: Application Modernization, presented by KPMG
    Identification
    BANCU24SS02
    Date
    September 10, 2024

    Learn more about the practical applications of Generative Artificial Intelligence in our session focused on accelerating application modernization and development. Gain insights into how companies can harness the power of AI to expedite the modernization journey and drive faster development outcomes.

    Objectives

    • Recognize how generative AI can be used for application modernization
    • Identify how generative AI can be used for application development

    Speakers

    Speaker Image for Michael Harper
    Managing Director, KPMG LLP
    Speaker Image for Himanshu Arora
    Chief Operating Officer, Rhino.ai
    $4900
    Standard Price
  • Thumbnail for The CFO Finance Hub: Why CFOs are Rethinking their Systems and Processes, presented by SS&C Technologies
    Identification
    BANCU24SS03
    Date
    September 10, 2024

    A 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. And on top of that, and even where CFOs do trust the data, many CFOs don’t have access to a complete picture of what the data is telling them in a timely manner due to disparate data sources. This in turn leads to CFO staff spending much of their time compiling data and summarizing it, rather than analyzing the data to help drive the institution. And specifically for financial institutions, this issue is exasperated further as the data is unique and domain aware software Is crucial but hard to find. In this session, we explore the challenges that CFOs face, the source of these issues and how they can be countered, exploring best practices from a process standpoint and the right technology specifications to support these initiatives.

    Objectives

    • Analyze the key challenges that CFOs face as it relates to data and the impact on analysis and decision making
    • Identify goals for a future state CFO Finance Hub
    • Determine best practices for CFO process and system design to align with the goals set

    Speakers

    Speaker Image for Michael Therrien
    SVP & General Manager, SS&C EVOLV
    Speaker Image for Karen Wong
    Partner, Financial Services, Ernst & Young LLP
    $4900
    Standard Price
  • Thumbnail for Regulatory and Legislative Developments: Perspectives on the State of the Banking Industry
    Identification
    BAN2404
    Date
    September 10, 2024

    A 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. Of course, the Presidential and other elections in November will provide a window on how the landscape will change or stay the course.

    Objectives

    • Identify actual changes in the banking industry
    • Analyze prospective industry changes
    • Determine implications of the November elections on the banking industry

    Speaker

    Speaker Image for Jonathan Gould
    Partner, Jones Day
    $4900
    Standard Price
  • Thumbnail for ASB's Commitment to Relevant Auditing Standards:  An Update on ASB Activities
    Identification
    CU2404
    Date
    September 10, 2024

    Participants will hear about completed, current, and future activities of the Auditing Standards Board of the AICPA. The update includes standards for financial statement audits and attestation engagements. Participants will be provided with links to relevant information and resources.

    Objectives

    • Identify ASB's recently issued auditing standards and the implications of those standards.
    • Identify current and possible future ASB standard setting projects.

    Speaker

    Speaker Image for Audrey Gramling
    Professor of Accounting, Oklahoma State University
    $4900
    Standard Price
  • Thumbnail for How to Effectively Monitor and Manage Product Profitability & Why?
    Identification
    CU2405
    Date
    September 10, 2024

    Profitability measurement and analysis at Credit Unions focuses on creating earnings to sustain the institution in support of its mission to serve and create value for its member owners. While the core profitability components are the same across all types of financial institutions, the “how” and “why” credit unions deploy profitability processes requires introspection and alignment with their mission and stated plans.

    In this session we will guide the audience though a discussion, best practices and examples that focus on the value of product profitability measurement analysis specifically from a credit union perspective (the why), while touching on the core components needed to support profitability measurement and analysis (the how).

    Objectives

    • Analyze whether the credit union’s services and products are creating value for the member owners.
    • Compare how to calculate, analyze, and differentiate the drivers of profitability.
    • Determine the best mix of products and services to sustain the institution while creating value for member owners.

    Speakers

    Speaker Image for Bryan Ridgway
    Director Performance Management,, Empyrean Solutions
    Speaker Image for Will Newcomer
    Director - Finance & Risk, Empyrean Solutions
    $4900
    Standard Price
  • Thumbnail for Update on Credit Union M&A
    Identification
    CU2406
    Date
    September 10, 2024

    With the recent M&A activity, this session will discuss the key strategies and the metrics used to make the deal work. This session will also cover accounting considerations, including the FASB’s proposal on purchased financial assets.

    Objectives

    • Analyze current trends in credit union mergers and acquisitions
    • Analyze challenges and keys to success

    Moderator

    Speaker Image for Bob Parks
    Shareholder, Doeren Mayhew

    Speakers

    Speaker Image for Nick Ambrosini
    President/CEO, Valley Strong Credit Union
    Speaker Image for Patrick Vernon
    Patrick Vernon, CPA, ABV
    Senior Manager, Financial Services Consulting, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for Tax Planning in a High Interest Rate Environment and Other Tax Developments
    Identification
    BAN2406
    Date
    September 10, 2024

    This 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. In addition, this session will cover recent federal tax developments impacting the financial services industry and how they may impact the corporate tax returns and financial statements. All topics will be presented in terms that the non-tax-professional can understand.

    Objectives

    • Determine how a high interest rate environment impacts the approach to tax planning
    • Compare types of tax planning strategies available to financial institutions, their level of effectiveness and their impact on the financial statements
    • Identify recent federal income tax developments and understand their potential impact on financial institution taxpayers

    Speaker

    Speaker Image for David Thornton
    Partner, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for The Tortured Bankers Department - A Former Bank Examiner’s Anthology
    Identification
    BAN2407
    Date
    September 10, 2024

    Big 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). In this session, a former bank examiner discusses supervisory processes and pitfalls to help you avoid Bad Blood at your next bank exam......Are You Ready for It?

    Objectives

    • Recognize common pitfalls and mistakes that banks make during examinations and how to avoid them
    • Identify strategies to better prepare for bank examinations, ensuring compliance and minimizing risks

    Speaker

    Speaker Image for Sydney Menefee
    EVP and Sr. Director for Strategic Financial & Capital Management, Flagstar Bank, N.A.
    $4900
    Standard Price
  • Thumbnail for Optimizing the Balance Sheet in the Current Interest Rate Environment
    Identification
    CU2407
    Date
    September 10, 2024

    In this session, attendees will gain an understanding of the current economic risks and where the Fed stands with monetary policy. Given this current understanding, this session will discuss various investment and other balance sheet strategies to better position CUs for the current and forecasted interest rate and liquidity environment.

    Objectives

    • Identify the current economy and its risks
    • Identify the Federal Reserve Board's current monetary policy stance
    • Apply investment and balance sheet strategies given the impact of the board’s monetary policy

    Speaker

    Speaker Image for Fred Eisel
    President / CEO, Vizo Financial Corporate Credit Union
    $4900
    Standard Price
  • Thumbnail for Hot Topics in Auditing Issues
    Identification
    BANCU2406
    Date
    September 10, 2024

    Explore 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.

    Objectives

    • Recognize the economy's impact on the audit risk assessment
    • Analyze lessons from year one of current expected credit loss (CECL)
    • Apply lessons from year one of CECL in planning for year two

    Speakers

    Speaker Image for John Miller
    Principal, Doeren Mayhew
    Speaker Image for Sal Inserra
    Partner, Crowe LLP
    $4900
    Standard Price

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