All sessions are CPE eligible. Please note that in order to receive full credit you must complete these specific activities:
Day One:
Things you need to know in audit, accounting advisory, risk consulting and tax...trivia style – Two sessions
Working in banking and credit unions – one of the most highly regulated industries on the forefront of digital transformation – is never boring. This session isn’t either, offering a fast-paced, fun look at hot topics in financial services. Crowe specialists in audit, tax, accounting advisory, and consulting will highlight recent accounting and regulatory requirements and operational best practices – each leading a portion of the session.
By the end of these sessions, participants should be able to
CPE hours: 4.0
Program level: Basic
Prerequisites: None
Advanced preparation: None
Field of study: Accounting, Specialized knowledge
Day Two:
Income tax developments and planning strategies
In this session, we will offer an overview of current federal income tax developments that affect the financial services industry, in terms a nontax professional can understand. We’ll start with a discussion of the current tax legislative environment and then address recent Treasury pronouncements and tax planning strategies aimed at maximizing the benefit of the current tax landscape.
By the end of this session, participants should be able to
CPE hours: 1.0
Program level: Basic
Prerequisites: None
Advanced preparation: None
Field of study: Tax
Regulatory hot topics
In this session, we will outline the top consumer compliance issues as evidenced by federal financial regulator key areas of focus in recent safety and soundness examinations. Discussion items will include Consumer Finance Protection Bureau, fair lending, anti-money laundering, and more and how they affect examinations.
By the end of this session, participants should be able to
CPE hours: 1.0
Program level: Basic
Prerequisites: None
Advanced preparation: None
Field of study: Specialized Knowledge
Accounting and financial reporting developments
In this session, we will focus on the latest accounting and financial reporting developments of interest to financial institutions, covering recent developments from the Financial Accounting Standards Board (FASB), the Securities and Exchange Commission (SEC), the Public Company Accounting Oversight Board (PCAOB), the American Institute of Certified Public Accountants (AICPA), and the federal financial institution regulators.
By the end of these sessions, participants should be able to
CPE hours: 2.0
Program level: Basic
Prerequisites: None
Advanced preparation: None
Field of study: Accounting
Integrated risk management
In this session, we will help you navigate the labyrinth of integrated risk management (IRM), dissecting its core elements while explaining its essential role in fortifying your institution’s financial integrity. We’ll probe the current supervisory climate, including its heavy compliance focus and the various regulatory requirements and supervisory expectations. Plus, we’ll help you identify pragmatic strategies to sculpt a clear, IRM-centric vision for your risk management function that aligns with your institution’s strategic objectives, bolstering safety and soundness.
By the end of this session, participants should be able to
CPE hours: 1.0
Program level: Basic
Prerequisites: None
Advanced preparation: None
Field of study: Specialized Knowledge
A Banker's Guide to Embracing Volatility
It has been over a decade since the banking industry encountered prolonged, adverse economic conditions. During this session, battle-tested, industry veterans share strategies and tactics for building resilient organizations that thrive in a variety of scenarios. This session is appropriate for both seasoned bankers seeking a “recession refresher” or less-tenured industry professionals needing an introduction to banking during downturns. Topics include: The Loan Portfolio, The Securities Portfolio (and other funding considerations), Other Assets, Regulatory Capital, Strategic Acquisitions, and Regulation + Supervision.
By the end of this session, participants should be able to
CPE hours: 1.0
Program level: Basic
Prerequisites: None
Advanced preparation: None
Field of study: Specialized Knowledge
Emerging issues and hot topics
In this session, we will examine hot accounting topics we’ve seen in the current economic conditions. We’ll discuss what some organizations have been working through on the strategic investments they have made and will share some practical examples of new accounting standards.
By the end of this session, participants should be able to
CPE hours: 1.0
Program level: Basic
Prerequisites: None
Advanced preparation: None
Field of study: Accounting
**Crowe is unable to grant CPE credit in cases in which technical difficulties preclude eligibility. CPE sponsorship guidelines prohibit us from issuing credit to individuals not verified by the technology to have satisfied the minimum requirements listed above.