2026 Financial Services Year-End Conferences

Location: New York, NY
Start date:

12/1/2026 1:15 PM Eastern

End date:

12/2/2026 3:20 PM Eastern

Services: Audit, Consulting, Tax
Industries: Financial Services

Register now

Event details

Attendees listen during a Crowe financial services conference session, highlighting networking and year-end industry insights.

Location: New York, NY
Jay Suites – Midtown East
515 Madison Ave., 8th Floor, New York, NY 10022

Join Crowe for our 2026 Financial Services Year-End Conferences, a series of in-person events designed to help financial services leaders move beyond headlines, evaluate the developments shaping the industry, and prepare for the year ahead.

Throughout the program, Crowe professionals and industry specialists will share insights on accounting and financial reporting developments, emerging accounting hot topics, tax considerations, economic trends, artificial intelligence, mergers and acquisitions activity, regulatory developments, and information technology considerations affecting finance and accounting functions. Sessions will connect current developments with real-world implications for financial services companies and their leadership teams.

In addition to technical updates, attendees will gain perspective on broader industry trends influencing strategic decision-making. Discussions will explore how organizations are evaluating growth opportunities, responding to changing market conditions, managing risk, and assessing investments in technology and innovation.

What sets this experience apart is the opportunity to work through these questions in person. Conversations with peers allow attendees to compare approaches, pressure-test assumptions, and hear how others are prioritizing in a similar environment. Leaders will be able to sharpen their own thinking while evaluating next steps.

Attendees also will have direct access to Crowe professionals who work closely with financial services companies across the country. Their experience serving banks, credit unions, fintech organizations, and other financial services companies gives them a broad perspective on industry practices, emerging risks, and evolving opportunities.

This is a chance to step out of the day to day, evaluate what matters most, and focus on what comes next. By the end of the conference, participants should walk away with a more structured view of recent developments, a clearer sense of priorities, and practical ideas to take back to their organizations. 

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Group live

Fields of study: Accounting, taxes, economics, information technology, specialized knowledge

This event is recommended for up to 10.0 hours of CPE credit.

Additional CPE information

Who should attend

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

Organizations: Banks, credit unions, sponsor banks for fintechs, fintech companies, mortgage banks, and specialty finance companies

Presenters

Crowe financial services professionals and industry specialists

Additional information

For additional information, please contact Crowe Events.