Financial Services Audit Committee Peer Group April 2026

Designed exclusively for financial services audit committee and board members, this event will bring peers together for candid dialogue on today’s most pressing governance and risk issues.

Whether you are looking to validate your current approach, learn how peers are responding to similar challenges, or gain fresh perspectives to take back to the boardroom, this session is designed to deliver practical insights you can use right away.

Participants will hear from experienced Crowe professionals and then engage in small-group breakout discussions.

About the peer breakout groups

• Participants are grouped by asset size.
• Limited group size encourages active engagement and candid dialogue.
• Video-based format supports virtual face-to-face interaction.
• Conversations are confidential, though no confidential information should be disclosed.

Eligibility: The sessions and topics are tailored to financial services audit committee and board members. To encourage valuable and open discussion, your registration will be confirmed via email.

Agenda

2-2:25 p.m.
Presentation: Strategic Risk Management in an Era of Deregulation
Speakers: Michelle Beard and J.P. Shelly

2:25-2:50 p.m.
Group discussion in breakout rooms

• Impact of recent deregulatory environment
• Change in regulatory focus
• Risks and benefits of technology

2:50-3:10 p.m.
Presentation: Responsible Optimization
Speaker: Chad Kellar

3:10-3:30 p.m.
Group discussion in breakout rooms

• Recent bank optimization efforts
• Areas for responsible optimization