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Financial Institutions Conference (WEBCAST ATTENDANCE)

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Live Virtual Conference

8.00 Credits

Member Price $295.00

Price will increase by $50 on 5/8

Non-Member Price $355.00

Price will increase by $50 on 5/8

Overview

The ISCPA Financial Institutions Conference brings together CPAs and other professionals working in or with the banking industry to discuss the latest trends, innovations and challenges facing the industry today. Gain valuable insights, connect with industry leaders, and expand your network.

Thank you to the ISCPA Financial Institutions Committee! We appreciate your time and commitment to developing a top-notch program for your peers. View the committee members.

Highlights

See agenda tab above for the full conference schedule.

Designed For

CPAs and financial professionals working in or with financial institutions.

Objectives

To provide the latest information on accounting and financial issues affecting financial institutions.

Notice

  • Login information and eMaterials will be distributed to attendees via email 3-5 days prior to the conference and posted in the My Upcoming CPE section of the ISCPA website.

Tuesday, May 21

General Session

8:00am - 8:10am CDT Welcome Comments

This session is available to registrants only.

General Session

8:10am - 9:10am CDT Economic Update

Session description coming soon!

Speaker: KC Matthew | UMB Bank

This session is available to registrants only.

Breakout Session

9:20am - 10:15am CDT ESG

Session description coming soon!

Speaker: Brandon Koeser | RSM

This session is available to registrants only.

9:20am - 10:15am CDT Partnering with FinTech

Session description coming soon!

Speaker: Erik Sorenson | Community Choice Credit Union 

This session is available to registrants only.

General Session

10:25am - 11:20am CDT Chief Technology Officer Panel

Session description and panelists to be announced soon!

This session is available to registrants only.

General Session

12:05pm - 1:05pm CDT Managing Your Balance Sheet Through a Not Your Average Recession: Soft Landing or Is the Perfect Storm on the Horizon?

In the face of rapid Fed tightening, an inverted yield curve, and increasing credit risks, banks are entering a new era of balance sheet management. This session will equip community banks with strategies to navigate this volatile period. Learn how to make clear, fear-free decisions and seize overlooked opportunities in challenging market conditions. Discover insights from past rate cycles and common pitfalls to avoid. Topics will cover lending, investments, deposits, wholesale funding, derivatives for hedging, and driving loan growth. Effective ALCO discussions are more crucial than ever as we ride the interest rate rollercoaster. Learn how to navigate uncertainty, identify opportunities in challenging markets, glean lessons from past rate cycles, and explore key financial strategies like lending and investments.

Speaker: Frank Farone | Darling Consulting Group

This session is available to registrants only.

General Session

1:15pm - 2:10pm CDT Tax Update

This session will discuss the latest tax laws and regulations impacting the financial sector. Learn key insights and best practices for compliance, risk management and tax planning. Discover practical takeaways to stay informed to navigate the complex tax landscape facing financial institutions today.

Speakers: Paul Cain, CPA and Rachel Scheve, CPA | RSM US LLP

This session is available to registrants only.

Breakout Session

2:20pm - 3:15pm CDT Derivatives

Session description coming soon!

Speaker: Ramon Rodriguez | Derivative Path

This session is available to registrants only.

2:20pm - 3:15pm CDT Ethics, Integrity and Accountability 2024: How Are We Doing?

It has been over twenty years since we witnessed the largest financial scandals in the history of the United States. Since that time, countless ethical policies, programs, and trainings have been implemented to elevate our awareness and mitigation of behaviors that can result in a significant loss of public trust. So, how are we doing regarding observed misconduct, pressure to bend rules, reporting of harmful behavior, and retaliation for those reporting misconduct? This interactive session will review the ethical state of the industry and show the good, the bad, and the ugly or our efforts to heighten ethics, integrity, and accountability. It will include an overview of the top 10 elements leaders use to create and maintain a high ethical culture. Be prepared for some surprising results and insights!

Speaker: Tom Westbrook, Ph.D | Drake University

This session is available to registrants only.

General Session

3:25pm - 4:25pm CDT CFO/CEO Panel

Session description coming soon!

Panelists:

  • Mary Kay Bates, Bank Midwest
  • Carmen Wooley, Affinity CU
  • Heather Miller, Freedom Financial Bank

This session is available to registrants only.

Non-Member Price $355.00

Member Price $295.00