2025 Crowe Summer CPE Series: Boston, Massachusetts

You’re invited to a CPE learning event.

Join Crowe this summer for a dynamic series of events designed to combine the value of CPE-accredited educational sessions with the power of peer-to-peer networking. These programs are tailored specifically for professionals in the banking industry, offering timely insights into evolving regulatory changes, risk management strategies, and technology innovations in audit and finance.

Each session provides an opportunity to engage with industry leaders, share best practices with your peers, and walk away with practical knowledge to support your institution’s strategic goals — all while earning CPE credits in a relaxed, collaborative environment.

Agenda

• 8-8:10 a.m. – Welcome
• 8:10- 9 a.m. – Corporate Governance and AI – Presented by Joe Durham, Principal, Consulting, Crowe and David Larocque, Consulting, Crowe
• 9-9:50 a.m. – Accounting and Financial Reporting Developments – Presented by Ryan Deming, Partner, Audit & Assurance, Crowe, and K.T. Trivedi, Partner, Audit & Assurance, Crowe
• 9:50-10 a.m. – Break
• 10-10:50 a.m. – Legal Update – Presented by K&L Gates
• 10:50-11:40 a.m. – Income Tax Developments and Planning Strategies – Presented by David Thornton, Partner, Tax, Crowe, and Susan McGrath, Partner, Tax, Crowe
• 11:40 a.m.-12:30 p.m. – Lunch
• 12:30-1 p.m. – Break and walk to stadium
• 1:10-3:30 p.m. – Baseball game – Red Sox vs. Athletics