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Crowe Financial Institutions Conference Series
This is a CPE Credit Event
Location: Varies
Start date: 8/15/2018
End date: 9/10/2018
Industries: Financial Services, Banking
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Event details

Join us for this event designed to combine the benefits of educational meetings with peer networking for banking industry professionals.


1:30-5 p.m. local time: Speakers
5-7 p.m. local time: Dinner and group discussion
7-10 p.m. local time: Baseball game and networking

Baltimore, MD

Wednesday, August 15, 2018

Baltimore Orioles vs. New York Mets
Oriole Park at Camden Yards
333 W. Camden St.
Baltimore, MD 21201


San Francisco, CA

Monday, September 10, 2018

San Francisco Giants vs. Atlanta Braves
AT&T Park
24 Willie Mays Plaza
San Francisco, CA 94107


Who should attend

CFOs, controllers, and accounting and risk personnel at financial services organizations


A $100 registration fee is required for attending this course. In the event of a cancelation, refunds will be issued if a written request is sent to Laura Snyder at within 30 days of the event.

Additional information

Space is limited at this live group event. For more information, please contact:

Laura Snyder
+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, 2.0 Specialized knowledge, 1.0 Tax

Speakers & topics

1:30-2:20 p.m. – Tax Reform

Jim Slivanya, Partner, and Corey Pfeifer, Crowe (Baltimore)
Kristin Denny-Rasmussen, Partner, Crowe (San Francisco)
This session will provide an overview of federal tax reform initiatives and offer planning strategies aimed at maximizing the benefit of a federal income tax rate reduction. As a result of attending this session, participants should be able to describe the financial statement impact of a corporate tax rate reduction and identify associated planning strategies.

2:20-3:10 p.m. – Legal Overview

John Gorman, Partner, and Larry Spaccasi, Partner, Luse Gorman PC (Baltimore)
David Gershon, Partner, Sheppard Mullin Richter & Hampton LLP (San Francisco) 
This session will offer a legal overview of current national and local regulatory and governance issues affecting the banking industry. As a result of attending this session, attendees should be able to advise their organizations on emerging regulatory, governance, and legal issues in order to more effectively manage risks arising in those areas.  

3:20-4:10 p.m. – Accounting & Financial Reporting Developments 

Matthew Schell, Partner, Crowe (Baltimore) 
Sydney Garmong, Partner, Crowe (San Francisco)
This session will focus on the latest accounting and financial reporting developments of interest to financial institutions, covering recent developments from the FASB, the SEC, the Public Company Accounting Oversight Board (PCAOB), and the Federal Financial Institutions Regulators, as well as the developments’ likely impact on financial institutions. As a result of attending this session, participants should be able to interpret and apply final accounting standards and changes in financial reporting for financial institutions. 



4:10-5 p.m. – Regulatory Risk Topics of Interest

Dennis Hild, Managing Director, Crowe (Baltimore)
Rich Kloch, Partner, Crowe (San Francisco)
This session will provide an update on emerging regulatory topics and current focus areas for federal regulators in safety and soundness examinations. Topics include but are not limited to update on regulatory reform efforts, enhanced supervisory standards, third-party risk, and internal audit. As a result of attending this session, participants should be able to describe the risks affecting the industry, assess the regulators’ focus on risk, and implement best practices for assessing and mitigating risk, as well as documenting consideration of risks, from a strategic perspective.

5-7 p.m. – Dinner and Group Discussion

Join your peers for networking and group discussion over a traditional ballpark dinner.

7-10 p.m. – Baseball Game and Networking

Enjoy an evening of baseball with your Crowe hosts and other banking professionals.