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BAN2408

Fintech: Relationships are Complicated

Date
September 10, 2024
$49
Standard Price
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Thumbnail for 2024 AICPA & CIMA Banks & Savings Institutions and Credit Unions Conferences
This includes sessions from the conference: 2024 AICPA & CIMA Banks & Savings Institutions and Credit Unions Conferences

Join us for an engaging panel discussion on the complexities of fintech relationships in the banking industry. Our expert panelists will explore the intricacies of fintech partnerships that bank may encounter whether they embed a fintech to aide them in offering their own products and services, participate in banking as a service, or explore the landscape through an investment in a fintech fund. We will delve into the latest developments in the regulatory landscape and address the unique accounting and financial reporting issues that arise in this space.

Learning Objectives

  • Compare the benefits and challenges associated with different types of fintech relationships in the banking industry, including banking as a service, embedded fintech, and fintech fund investments.
  • Analyze the current regulatory landscape surrounding fintech partnerships using the key considerations that banks and fintechs must navigate to ensure a successful collaboration.
  • Identify the unique accounting and financial reporting issues that arise when engaging in fintech relationships, including best practices for addressing these challenges to drive accurate and transparent financial reporting in this evolving space.

Speakers

Speaker Image for Mandi Simpson
Partner, Accounting Advisory & Finance Transformation Leader, Crowe LLP
Speaker Image for Sara Shackelford
Chief Financial Officer, Canapi Ventures
Speaker Image for Kirsten Muetzel
Founding Principal, KLM Advisory LLC

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