2025 Crowe Financial Services Conference: New York, NY

Location: 109 W 39th St, 2nd Fl, New York, NY 10018
Start date:

12/4/2025 1:15 PM Eastern

End date:

12/5/2025 4:20 PM Eastern

Services: Audit, Tax, Consulting
Industries: Banking, Financial Services, Fintech

Register now

Overview

2025 Crowe Financial Services Conference

Stay ahead of uncertainty – Join us at the 2025 Crowe Financial Services Conference

In today’s fast-moving environment, standing still isn’t an option. With ongoing industry volatility and emerging risks around every corner, having the right insight at the right time is more important than ever.

Don't get left behind. The 2025 Crowe Financial Services Conference is your opportunity to get ahead – equipped with the knowledge, tools, and strategies to help your institution confidently navigate change.

Why you should attend

This isn’t just another industry conference. It’s your chance to connect with leading Crowe professionals and peers across the financial services space as we break down what's essential now and what's to come in accounting, regulatory, risk, tax, and more.

From targeted learning sessions to forward-looking conversations, you’ll walk away with:

  • Timely insights on the latest developments shaping the industry
  • Practical guidance to strengthen your institution’s resilience
  • Up to 11.0 hours of CPE credit

Whether you’re focused on finance, compliance, risk, or performance, we’ll help you turn complexity into clarity – and position you for success in 2025 and beyond.

Cost for in-person attendance: $150

Note: Discounted rooms are available for registrants needing overnight accommodation. Information will be included as part of the registration process.

Agenda

Day one

  • 1:15– 1:30 p.m. | Registration and Welcome
  • 1:30–2:20 p.m. | The Latest in Mergers and Acquisitions
  • 2:20–3:10 p.m. | Cybersecurity
  • 3:10–3:20 p.m. | Break
  • 3:20-4:10 p.m. | Connecting the Credit and Accounting Functions
  • 4:10–5:00 p.m. | Data Trends: Internal Control Findings
  • 5:00–6:00 p.m. | Reception

Day two

  • 8:30–8:45 a.m. | Registration, Breakfast and Welcome
  • 8:45–9:35 a.m. | Accounting Hot Topics
  • 9:35-9:45 a.m. | Break
  • 9:45–10:35 a.m. | Economic Update by ITR Economics
  • 10:35–10:45 a.m. | Break
  • 10:45–11:35 a.m. | Accounting and Financial Reporting Developments
    Part I
  • 11:35 a.m.–12:20 p.m. | Lunch
  • 12:20–1:10 p.m. | Accounting and Financial Reporting Developments
    Part II
  • 1:10–1:20 p.m. | Break
  • 1:20–2:10 p.m. | Artificial Intelligence (AI)
  • 2:10–2:20 p.m. | Break
  • 2:20–3:10 p.m. | Fraud: Classification, Accurate Financial Reporting and Risk Management
  • 3:10–3:20 p.m. | Break
  • 3:20–4:10 p.m. | Tax Update for Financial Institutions
  • 4:10–4:20 p.m. | Wrap Up and Adjourn

Continuing professional education

Prerequisites: None

Delivery method: Group live

Advance preparation: None

Program level: Basic

Field of study: Varies by session

  • CPE certificates are distributed via email, and delivery may be impacted by your organization’s spam filter settings. If you do not receive your CPE certificate within 30 days, please email CPE Processing with your name, program name and date, and a personal email address to request a replacement certificate.
  • CPE hours may vary based on final agenda.
  • Certificates will only be sent to the email address provided at registration and will be issued in the name used at time of registration.

Who should attend

CEOs, CFOs, chief accounting officers, finance directors, audit committee members, controllers, board members, supervisory committee members, and risk and compliance professionals at banks, credit unions, and financial services companies

Presenters

Will vary based on location.

Additional information

For additional information, please contact [email protected]