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Crowe Financial Institutions Conference Series
This is a CPE credit event
Location: Pittsburgh, PA
Start date: 7/26/2018
End date: 7/26/2018
Industries: Banking, Financial Services
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Event Details

Join us at the ballpark this baseball season for an event sponsored in conjunction with the Pennsylvania Bankers Association. This event is designed to combine the benefits of educational meetings with peer networking for financial services industry professionals.


Thursday, July 26, 2018 — 1:30 p.m.-10:30 p.m. Eastern

Pittsburgh Pirates vs. New York Mets

PNC Park
115 Federal St.
Pittsburgh, PA 15212


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

Who should attend

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

Contact information

Space is limited at this live group event. For more information, please email Laura Snyder or call +1 404 442 1637.

Sponsored with

PA Bankers Association logo

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

There are no course prerequisites, and no preparation is required. A $150 registration fee is required for attending this course. You must cancel no later than 10 days prior to the event for a full refund.

Speakers & topics

1:30-2:20 p.m. – Tax Reform

Jim Slivanya, partner, and Corey Pfeifer, Crowe
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
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

Greg McClure, partner, and Nicole Spiker, Crowe (Pittsburgh)
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. – Risk Regulatory Topics of Interest

Jim Romask, partner, Crowe (Pittsburgh)
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.

Looking forward to seeing you!