Crowe Financial Institutions Conference Series
8/1/2019 8:30 AM Eastern
8/1/2019 4:00 PM Eastern
Join Crowe at the ballpark this baseball season for these events designed to combine the benefits of educational meetings with peer networking for banking industry professionals.
Thursday, August 1 – Philadelphia, PA
Philadelphia Phillies vs. San Francisco Giants
Citizens Bank Park
1 Citizens Bank Way
Philadelphia, PA 19148
8:30 a.m. – 8:40 a.m. Registration
8:40 a.m. – 8:50 a.m. Welcome
8:50 a.m. – 9:40 a.m. Silver Linings in Accounting Standards Compliance
9:40 a.m. – 10:30 a.m. Strategic Planning
10:30 a.m. – 10:50 a.m. Break
10:50 a.m. – 11:40 a.m. Valuations/M&A
11:40 a.m. – 12:30 p.m. Top Risks for Financial Institutions in 2019
12:30 p.m. – 4:00 p.m.: Lunch, baseball game and networking (1:05 p.m. first pitch)
Who should attend
CFOs, controllers, and accounting and risk personnel at financial services organizations
Cost
$150 per person (includes CPE, continental breakfast, lunch, beverages and game ticket). Invoices can be paid here or will be emailed prior to the event. Should you need to cancel your registration, refunds will be issued if a written request is sent to Laura Snyder at least two weeks prior to the event. No-shows will be billed.
Contact information
Space is limited at this live group event. For more information, please email Laura Snyder or call +1 404 442 1637.
Continuing professional education
This program is recommended for up to 4.0 hours of CPE credit.
Additional CPE information
Program level: Overview
Prerequisites: None
Advanced preparation: None
Field of study: 1.0 Audit, 3.0 Specialized knowledge
Session descriptions
Accounting standards compliance is a reality – and, if executed correctly, can offer many benefits to your bank. Maximize your investment in required accounting standards using lessons learned from our implementation projects and audit engagements.
After this session, participants should be able to:
- Provide strategic recommendations about branch networking as part of the adoption of ASC 842 and take advantages of simplification brought about by the new hedging standard
- Identify opportunities to improve pricing, underwriting policies, and identification of risk as part of their CECL compliance efforts
- Reiterate the principles of ASU 2016-02, ASU 2016-13 and ASU 2017-12
- Demonstrate how the CECL data gathering exercise can be leveraged to benefit the company's performance
- Discuss changes coming as a result of the hedging standard and how community banks can take advantage of these strategies
- Describe the requirements of ASU 2016-02 and discuss how implementation can drive a discussion about branching strategy
Robust strategic planning has become more critical as the industry faces challenges from changing customer preferences, technology, regulation and competition. Developing strategic plans, which provide necessary guidance and lead to a thriving organization requires more than a typical planning retreat. This presentation will identify important questions and topics for discussion, provide a framework for the planning and execution process, and give food-for-thought on the key issues facing financial institutions.
After this session, participants should be able to:
- Identify key issues of importance to their strategic plans
- Outline the elements of an effective strategic planning process
- Explain methods to turn strategy into management action
Analyzing potential bank acquisitions is complicated and requires an in-depth analysis of the impact on the acquirer's stand-alone performance indicators. In this session we will cover how to evaluate potential acquisition targets as well as what the key indicators are and what information they provide to make decisions.
After this session, participants should be able to:
- Analyze and provide insight into current M&A trends in their market
- Evaluate transactions and explain why "one number" does not provide a robust sense of the impact of a transaction
This session will include risk-based discussions on the current banking and regulatory landscapes, accounting and financial reporting, enterprise risk management, governance and internal control, and consumer compliance risk management.
After this session, participants should be able to:
- Implement improved risk-based decisions
- Advise their banks on compliance issues