2022 Crowe Financial Services Conference

2022 Crowe Financial Services Conference

Focus on business value

Get the big picture on business value

In the face of unprecedented change, it’s not unusual to look for guidance. But what if someone could guide you through those changes fast and help your business get ahead of the curve? The Crowe financial services team can help you locate the opportunities that create value for your business – and help strengthen that value by addressing risk head-on. Join us in a city near you.

Why you should attend

At the 2022 Crowe Financial Services Conference, you’ll have a chance to hear our industry specialists discuss how to create and strengthen business value in the areas of operational resiliency; environmental, social, and governance (ESG) issues; compliance; and reporting as well as other key topics related to risk, tax, and advisory – all while earning up to 11 hours of CPE credit. 

Each year we cover important topics and trends in the industry. Check out these archived presentations from the 2021 Financial Services Conference.

Agenda

Day 1
Day 2
Day 1
1:00 pm-1:30 pm: Registration and welcome  
 
1:30 pm-3:10 pm: Operational resiliency – Banking as a service, new business models and digital transformation, and tech encroachment

In recent years, the banking industry has demonstrated tremendous resiliency, undergoing rapid transformation to serve customers during COVID-19. This session focuses on creating value for the bank and its shareholders during these times of unprecedented change and delves into ways to protect the value of what the bank has already created. It will provide examples of ways the bank can not only be more profitable but also protect its value in the face of significant change. How can banks do more with the tried-and-true traditional strategies? How can banks stay viable in an evolving market with changing customer demand? Explore new business models using banking as a service, crypto and digital assets, process automation, and financial technologies to enable banks to maintain their profitability, growth, and viability.

By the end of this session, participants should be able to identify new ways to create value, recommend new business models to improve growth and profitability, and define asset protection strategies for their organizations.

View presentation

3:10 pm-3:30 pm: Break
3:30 pm-5:10 pm: Operational resiliency – Workforce talent pools and new products in the face of risk and compliance

In recent years, the banking industry has demonstrated tremendous resiliency, undergoing rapid transformation to serve customers during COVID-19. This session focuses on creating value for the bank and its shareholders during these times of unprecedented change and delves into ways to protect the value of what the bank has already created. It will provide examples of ways the bank can not only be more profitable but also protect its value in the face of significant change. How can banks do more with the tried-and-true traditional strategies? How can banks stay viable in an evolving market with changing customer demand? Explore workforce talent pools and new products in the face of risk and compliance to enable banks to maintain their profitability, growth, and viability.

By the end of this session, participants should be able to identify new ways to create value, recommend new business models to improve growth and profitability, and define asset protection strategies for their organizations.

View presentation

5:10 pm-5:20 pm: Wrap-up
 
5:20 pm-6:30 pm: Reception
 
Day 2
8:00 am-8:45 am: Registration and breakfast
8:45 am-9:00 am: Welcome
 
9:00 am-9:50 am: Carpe diem – Capitalizing on ESG

ESG is shaping the way banks and credit unions design and execute on their commitments to their various stakeholders. Learn how organizations are engaging with their customers, employees, communities, regulators, and investors to create value and grow their business. This session shares examples and demonstrates how a properly designed ESG approach fits within the overall business design.

By the end of this session, participants will understand the language around ESG, how banks are leveraging ESG initiatives, and how to navigate the ESG landscape.

View presentation

9:50 am-10:40 am: Regulatory hot topics in consumer compliance

This session will outline the top consumer compliance issues as evidenced by federal financial regulators’ key areas of focus in recent safety and soundness examinations. Topics will include the Consumer Financial Protection Bureau, fair lending, anti-money laundering, and more – 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

View presentation

10:40 am-10:55 am: Break
 
10:55 am-11:45 am: Accounting and financial reporting developments part I

This session will focus on the latest accounting and financial reporting developments of interest to financial institutions, covering recent developments from the: 

  • Financial Accounting Standards Board (FASB)
  • Securities and Exchange Commission (SEC)
  • Public Company Accounting Oversight Board (PCAOB)
  • American Institute of Certified Public Accountants (AICPA)
  • Federal financial institutions 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.

View presentation

11:45 am-12:45 pm: Lunch
 
12:45 pm-1:35 pm: Accounting and financial reporting developments part II 

This session will focus on the latest accounting and financial reporting developments of interest to financial institutions, covering recent developments from the: 

  • Financial Accounting Standards Board (FASB)
  • Securities and Exchange Commission (SEC)
  • Public Company Accounting Oversight Board (PCAOB)
  • American Institute of Certified Public Accountants (AICPA)
  • Federal financial institutions 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.

View presentation

1:35 pm-2:25 pm: Economic update

This session will look at the current state of the economy amid the ongoing pandemic and what it means going forward for overall growth, interest rates, and monetary policy. It will cover macroeconomic trends in consumer spending and investment in addition to new monetary and fiscal policy initiatives and the potential economic effects of these changes. It also will examine the changing global and political environment and how it will affect the economic recovery.

By the end of this session, participants should be able to advise management teams on the possible effect of economic issues on their organization.

Please contact Laura Snyder if you would a copy of this session presentation.

2:25 pm-2:40 pm: Break
 
2:40 pm-3:30 pm: Financial institution hot topic – Emerging investments and activities

Institutions are broadening the scope of their nontraditional activities like never before. This session will examine accounting implications specific to these activities, such as investments in low-income housing and other tax credits, the intersection of revenue recognition and fintech partnerships, investments in fintechs, and other venture capital investments. We also will discuss relevant key performance indicators for reporting and monitoring these unique activities.

By the end of this session, participants should be able to:

  • Apply best practices in accounting for emerging alternative investments
  • Evaluate financial reporting considerations
  • Explain what key performance indicators might be helpful in measuring these investments

View presentation

3:30 pm-4:20 pm: Income tax developments and planning strategies

This session will provide attendees with an overview of current federal income tax developments that affect the financial services industry and will be presented in terms that nontax professionals can understand. Topics include an overview of the current tax legislative environment, recent U.S. Department of the 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:

  • Understand the current legislative environment as it pertains to financial services tax matters
  • Identify recent Treasury pronouncements and understand their impact on the financial services industry
  • Assess and apply tax planning strategies available under the current tax landscape

View presentation

4:20 pm-4:30 pm: Wrap-up and Q&A
 

Register today

Meet our financial services specialists and industry colleagues in a city near you. Register for the 2022 Crowe Financial Services Conference: Focus on business value.

Register now

Cost for in-person attendance: $150

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, and risk and compliance professionals at banks, credit unions, and financial services companies

Additional CPE information

 

Advance preparation: None
Prerequisites: None
Program level: Basic
Delivery method: Live group
Field of study: Accounting, tax, economics, and specialized knowledge

This event is recommended for a maximum of 11.0 hours of CPE credit.

Have a question?

If you have any questions about the 2022 Crowe Financial Services Conference regarding registration or the event itself, please reach out and let us know.