Thumbnail for National Conference on Banks & Savings Institutions 2019

National Conference on Banks & Savings Institutions 2019

$37900
Standard Price

This includes sessions from the conference: National Conference on Banks & Savings Institutions 2019

Products

  • Thumbnail for Welcome & Introductory Remarks | Economic Forecast 2020: Big Election, No Recession 
    Identification
    BAN1901
    Date
    September 9, 2019

    One of the most trusted names in financial reporting and economics, Dr. Rossell analyzes America’s financial future and the U.S. role in the global economy. Drawing on history, theory and her ringside seat to Wall Street, she delivers an insider perspective on the most important economic events of our time.

    Learning Objectives:

    1. Factors that are responsible for recessions in any economy
    2. A discussion of how elections typically affect the business cycle and financial markets
    3. Outlook for the U.S. economy over the next 18-24 months

    Speaker

    Speaker Image for Marci Rossell
    Expert Economic Forecaster, Former CNBC Chief Economist and Co-Host of SQUAWK BOX, CNBC
    $4900
    Standard Price
  • Thumbnail for SEC Updates from the Chief Accountant
    Identification
    BAN1902
    Date
    September 9, 2019

    Join this session to hear from the Securities and Exchange Commission's Chief Accountant, Sagar Teotia, regarding accounting, financial reporting, internal control, and other matters impacting the banking industry.

    Learning Objectives: 

    1. Understand the priorities of the SEC’s office of the chief accountant 
    2. Learn about domestic and international matters for public companies

    Speaker

    Speaker Image for Sagar Teotia
    Chief Accountant, U.S. SEC
    $4900
    Standard Price
  • Thumbnail for SEC Updates from the Deputy Chief Accountants
    Identification
    BAN1904
    Date
    September 9, 2019

    Hear updates on accounting and auditing matters from representatives of the SEC's Office of the Chief Accountant.

    After attending this session, participants will:

    1. Have a better understanding of emerging issues impacting audits of financial statements of public companies
    2. Understand emerging accounting issues impacting public companies

    Speakers

    Speaker Image for Marc Panucci
    Deputy Chief Accountant, U.S. SEC
    Speaker Image for Kevin Vaughn
    Senior Associate Chief Accountant, U.S. Securities & Exchange Commission
    $4900
    Standard Price
  • Thumbnail for Applying Emerging Technologies in Finance at Bank of America
    Identification
    BAN1905
    Date
    September 9, 2019

    This session will provide an overview of Finance approach at Bank of America for emerging technologies including discussion of a number of use cases.

    Learning Objectives:

    1. Gain insights as to how Finance at a large financial institution organizes its efforts regarding technology
    2. Learn about specific examples of applying emerging technology tools in finance processes

    Speaker

    Speaker Image for Rudolf Bless
    Chief Accounting Officer, Bank of America
    $4900
    Standard Price
  • Thumbnail for SEC Update: Developments from Corporation Finance
    Identification
    BAN1906
    Date
    September 9, 2019

    This session will provide an update on relevant topics and issues from the Division of Corporation Finance.

    Learning Objectives:

    1. Filing Review Observations
    2. Market Risk Disclosure themes
    3. Rule-making initiatives update

    Speakers

    Speaker Image for John Nolan
    John P. Nolan, CPA, MBA
    Senior Assistant Chief Accountant, U.S. Securities & Exchange Commission
    Speaker Image for Catherine Brown
    Deputy Chief Risk Officer, U.S. Securities & Exchange Commission
    Speaker Image for Lindsay McCord
    Chief Accountant, Division of Corporation Finance, U.S. SEC
    $4900
    Standard Price
  • Thumbnail for Strategies for Successfully Managing Through a Flattening/Inverted Yield Curve Environment
    Identification
    BAN1907
    Date
    September 9, 2019

    Margins are experiencing the cyclical tight squeeze as interest rates are rising and the curve is flattening to disturbing levels. The tipping point has arrived and cost of funds is quickly increasing. Meanwhile, loan rates are lagging due to competitive pressures; unrealized losses on bonds have resurfaced; EVE risk is rising and regulatory scrutiny is accelerating. Many will hit the “panic” button at precisely the wrong time and take action they will likely regret down the road for long time. Forewarned is Forearmed!

    Learning Objectives:

    1. Discover strategies to consider and avoid in a low rate/inverted curve environment
    2. High performing ALCOs: What separates the best from the rest?

    Speaker

    Speaker Image for Frank Farone
    Managing Director, Darling Consulting
    $4900
    Standard Price
  • Thumbnail for PCAOB Standard-Setting Update and Planning for the New Estimates and Specialists Auditing Standards
    Identification
    BAN1908
    Date
    September 9, 2019

    This session will provide an update on PCAOB standard- setting activities and will include a discussion on planning for the new Estimates and Specialists auditing standards.

    Learning Objective:

    1. Understand current standard- setting activities at the PCAOB and implementation consideration for adopting the new Estimates and Specialists auditing standards

    Speakers

    Speaker Image for Megan Zietsman
    Board Member, Public Company Accounting Oversight Board
    Speaker Image for Barbara Vanich
    Chief Auditor and Director of Professional Standards, PCAOB
    $4900
    Standard Price
  • Thumbnail for Bank Controllership Modernization
    Identification
    BAN19201
    Date
    September 10, 2019

    Today's Controllership and extended Finance teams have a broad span of responsibilities and contributions enabling enterprise business priorities. Accordingly, Controllers have opportunity to strategize the optimization of processes and controls, utilizing contemporary technologies, and align the organization to appropriately protect and enable the bank into the future.

    Learning objectives:

    1. Gain an advanced understanding of the digital possibilities within Controllership
    2. Learn how to advance strategy to modernize Controllership and enable Bank's top business priorities

    Speaker

    Speaker Image for Jade Shopp
    Partner, West Region Leader - Risk & Financial Advisory, Deloitte
    $4900
    Standard Price
  • Thumbnail for CECL Parallel Run Readiness, Execution & Lessons Learned
    Identification
    BAN19202
    Date
    September 10, 2019

    In this session, KPMG will present entry criteria, execution and exit criteria in order to conduct and coordinate a meaningful parallel run program. We will share lessons learned and pitfalls from prior engagement fieldwork that resulted in substantial rework post adoption. This comprehensive session will provide tools that financial firms can utilize in order to prevent or detect infrastructure (e.g., process, system or data and personnel) risks. In addition, an overview of the financial impacts for mergers and acquisitions under pre and post CECL adoption scenario will be discussed.

    Learning Objectives:

    1. Provide insight into the activities of the 3 lines of defense represents in order to present an operating framework
    2. Discover what impacts look like for different products as well as an analysis of CECL SAB 74 disclosures and further expectations

    Speakers

    Speaker Image for Reza  Van Roosmalen
    Managing Director, KPMG LLP
    Speaker Image for Christopher Boyles
    Managing Director, KPMG LLP
    $4900
    Standard Price
  • Thumbnail for CECL on the Eve of Adoption: Lessons Learned and Where We Need to Go
    Identification
    BAN19203
    Date
    September 10, 2019

    During CECL implementation, many lessons have been learned. Find out how financial institutions have implemented CECL and explore the understanding gathered thus far. Topics include an update on progress made throughout the industry with regards to CECL implementation, overview of CECL implementation approaches and methodologies utilized by the industry, lessons learned from current CECL implementations, further considerations for the road to 2020 and beyond, and where we need to go from now.

    Learning Objectives:

    1. Learn what industry is doing for CECL implementation and how an institution can leverage the lessons learned
    2. Discover what gaps exist and how they might be addressed in the coming years

    Speaker

    Speaker Image for John Lankenau
    Senior Vice President - Product and Operations, SS&C Primatics
    $4900
    Standard Price
  • Thumbnail for Chair Remarks | Housing and Economic Update
    Identification
    BAN1910
    Date
    September 10, 2019

    Despite a strong start to the year, growth appears to have slowed in the second quarter as macro-level uncertainty disincentivizes business fixed investment and starts to weigh on consumer spending. In order to sustain the longest expansion in more than 70 years, we expect the Fed to once again begin easing monetary policy and to cut its interest rate target.

    Learning Objectives:

    1. Understand the trends in U.S. growth, housing market and overall demographics
    2. Learn how Federal Reserve policy makers are likely to respond to economic conditions over the coming year
    3. Understand the outlook for the U.S. economy over the next 18-24 months

    Speaker

    Speaker Image for Douglas Duncan
    Chief Economist - SVP, Fannie Mae
    $4900
    Standard Price
  • Thumbnail for Federal Banking Regulator Chief Accountant Panel
    Identification
    BAN1911
    Date
    September 10, 2019

    Hear from the Chief Accountants of the Federal Bank Regulatory Agencies as they discuss recent developments as well as current perspectives from the agencies. Learn the latest on accounting, reporting and other developments directly from the chief accountants. Participants will hear views from the banking regulators on CECL as well as other emerging issues.

    Learning Objectives:

    1. Learn about recent regulatory reporting and supervisory policy developments at the Federal Bank Regulatory Agencies
    2. Learn about the Agencies' perspectives on the implementation of recent accounting standards

    Speakers

    Speaker Image for Lara Lylozian
    Chief Accountant, Federal Reserve Board
    Speaker Image for Sydney Menefee
    EVP and Sr. Director for Strategic Financial & Capital Management, Flagstar Bank, N.A.
    Speaker Image for Robert Storch
    Chief Accountant, Federal Deposit Insurance Corporation
    $4900
    Standard Price
  • Thumbnail for Federal Banking Regulators Chief Accountant Q&A
    Identification
    BAN1912
    Date
    September 10, 2019

    Hear from the Chief Accountants of the Federal Bank Regulatory Agencies as they discuss recent developments as well as current perspectives from the agencies. Learn the latest on accounting, reporting and other developments directly from the chief accountants. Participants will here views from the banking regulators on CECL as well as other emerging issues.

    Learning Objectives:

    1. Learn about recent regulatory reporting and supervisory policy developments at the Federal Bank Regulatory Agencies
    2. Learn about the Agencies' perspectives on the implementation of recent accounting standards

    Speakers

    Speaker Image for Lara Lylozian
    Chief Accountant, Federal Reserve Board
    Speaker Image for Sydney Menefee
    EVP and Sr. Director for Strategic Financial & Capital Management, Flagstar Bank, N.A.
    Speaker Image for Robert Storch
    Chief Accountant, Federal Deposit Insurance Corporation
    $4900
    Standard Price
  • Thumbnail for CECL Implementation Preparer Panel: The Journey Continues
    Identification
    BAN1913
    Date
    September 10, 2019

    Join this discussion for insights around the implementation of CECL, findings, and challenges encountered.

    Learning Objectives:

    1. Provide insight to participants to assist in the preparation for CECL implementation
    2. Gain an understanding and appreciation of key challenges and solutions for CECL implementation

    Speakers

    Speaker Image for Chris Lynch
    Senior Vice President, Bank of America
    Speaker Image for Brent Saffell
    SVP - Senior Manager,Credit Risk Management, Reporting & Administration, Bank of Oklahoma
    Speaker Image for Balvinder Sangha
    Principal, EY
    Speaker Image for Douglas Smith
    Senior Vice President, Wells Fargo Bank N.A.
    $4900
    Standard Price
  • Thumbnail for Tax Update for Financial Institutions
    Identification
    BAN1914
    Date
    September 10, 2019

    This session will provide an overview of tax developments impacting the financial services industry and will be presented in terms that the non-tax-professional can understand. Topics to be discussed include up-to-date details on the latest guidance offered for implementing recent tax reform measures, an overview of how banks can participate in the new tax-advantaged Qualified Opportunity Fund investment program, a discussion of the recent U.S. Supreme Court decision in South Dakota v. Wayfair and how it may impact banks with multi-state customers and an overview of tax considerations related to recent and pending FASB pronouncements.

    After attending this session, attendees should be able to:

    1. Properly implement the most recent IRS and Treasury guidance related to tax reform changes, some of which are still being implemented on yet-to-be-filed 2018 tax returns
    2. Understand how banks can participate in the new Qualified Opportunity Fund investment program
    3. Understand how the recent SCOTUS decision in South Dakota v. Wayfair impacts the multi-state tax compliance requirements and related exposure for banks with multi-state customers
    4. Recognize what tax adjustments may be required in connection with the adoption of recent and pending FASB pronouncements

    Speaker

    Speaker Image for David Thornton
    Partner, Crowe LLP
    $4900
    Standard Price

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.