2023 Crowe Financial Services Conference
Guide your organization through industry volatility
Get up to speed so you can plan for what's next
As industry uncertainty continues, it’s critical to seek timely insight and respond quickly to emerging trends and risks.
You can’t afford to be in the dark – which is why you can’t afford to miss the 2023 Crowe Financial Services Conference. Let our team help you guide your institution through this industry volatility.
Why you should attend
At the 2023 Crowe Financial Services Conference, our team of professionals will help you get a handle on what’s happening in the accounting and regulatory landscape – and talk about the future for banks and credit unions. With educational sessions on everything from accounting and financial reporting to risk, tax, and hot topics, we’ll help you get up to speed so you can face challenges, navigate risk, learn from the environment, and plan for what’s next – all while earning up to 11.0 hours of CPE credit.Conference agenda
Working in banking and credit unions – one of the most highly regulated industries on the forefront of digital transformation – is never boring. This session isn’t either, offering a fast-paced, fun look at hot topics in financial services. Crowe specialists in audit, tax, accounting advisory, and consulting will highlight recent accounting and regulatory requirements and operational best practices – each leading a portion of the session.
By the end of this session, participants should be able to inform their organizations of accounting, tax, regulatory, and operational changes on the horizon.
We'll offer an overview of current federal income tax developments that affect the financial services industry, in terms a nontax professional can understand. We’ll discuss of the current tax legislative environment and then address recent Treasury pronouncements and tax planning strategies aimed at maximizing the benefit of the current tax landscape.
By the end of this session, participants should be able to:
- Describe the current legislative environment as it pertains to financial services tax matters
- Identify recent Treasury pronouncements and discuss their impact on the financial services industry
- Assess and apply tax planning strategies available in the current tax landscape
We'll outline the top consumer compliance issues as evidenced by federal financial regulator key areas of focus in recent safety and soundness examinations. Discussion items will include Consumer Finance Protection Bureau, fair lending, anti-money laundering, and how they affect examinations.
By the end of this session, participants should be able to:
- Describe the major regulatory developments and legislative activities affecting the financial services industry
- Assess the regulators’ focus in critical risk management areas
- Document consideration of risks from a strategic perspective
We'll focus on the latest accounting and financial reporting developments of interest to financial institutions, covering recent developments from the Financial Accounting Standards Board (FASB), the Securities and Exchange Commission (SEC), the Public Company Accounting Oversight Board (PCAOB), the American Institute of Certified Public Accountants (AICPA), and the federal financial institution regulators.
By the end of this session, participants should be able to explain and apply final accounting standards and other changes in financial reporting for financial institutions.
We'll navigate the labyrinth of integrated risk management (IRM), dissecting its core elements while explaining its essential role in fortifying your institution’s financial integrity. We’ll probe the current supervisory climate, including its heavy compliance focus and the various regulatory requirements and supervisory expectations. Plus, we’ll help you identify pragmatic strategies to sculpt a clear, IRM-centric vision for your risk management function that aligns with your institution’s strategic objectives, bolstering safety and soundness.
By the end of this session, participants should be able to:
- Explain the concept of IRM, its components, and its role in maintaining the safety and soundness of a financial institution
- Analyze the current supervisory culture in banks and credit unions, especially the heavy focus on compliance processes and governance, and the challenges it presents
- Develop a clear vision for their risk management function, focusing on IRM rather than just compliance
- Align this vision with the overall strategic objectives of their financial institution, including safety and soundness
It has been over a decade since the banking industry encountered prolonged, adverse economic conditions. During this session, battle-tested, industry veterans share strategies and tactics for building resilient organizations that thrive in a variety of scenarios.
This session is appropriate for both seasoned bankers seeking a “recession refresher” or less-tenured industry professionals needing an introduction to banking during downturns.
Topics include: The Loan Portfolio, The Securities Portfolio (and other funding considerations), Other Assets, Regulatory Capital, Strategic Acquisitions, and Regulation + Supervision.
By the end of this session, participants should be able to:
- Analyze current economic conditions and explain tactics that will help their banks better succeed in these trying times.
We'll examine hot accounting topics we’ve seen in the current economic conditions. We’ll discuss what some organizations have been working through on the strategic investments they have made and will share some practical examples of new accounting standards.
By the end of this session, participants should be able to apply best practices in accounting for emerging issues in the financial service industry and evaluate financial reporting considerations.
Registration information
- Chicago, IL: Nov. 8-9
- Sonoma, CA: Nov. 13-14
- Dallas, TX: Nov. 16-17
- New York, NY: Nov. 28-29
Cost for in-person attendance: $150
- Atlanta, GA: Nov. 30-Dec.1
- Columbus, OH: Dec. 11-12
- Indianapolis, IN: Dec. 13-14
Note: Discounted rooms are available for registrants needing overnight accommodation. Information will be included as part of the registration process.
Continuing professional education
Who should attend: CEOs, CFOs, finance directors, audit committee members, controllers, board members, supervisory committee members, internal auditors and risk and compliance professionals at banks, credit unions, and financial services companies
Advance preparation: None
Prerequisites: None
Program level: Basic
Delivery method: Live group
Field of study: Accounting, tax, and specialized knowledge
This event is recommended for a maximum of 11.0 hours of CPE credit.
