2022 Financial Services Year-end Conference

2022 Financial Services Conference: Indianapolis 

Location: Marriott Indianapolis North, 3645 River Crossing Parkway, Indianapolis, IN  46240
Start date:

12/5/2022 1:00 PM Eastern

End date:

12/6/2022 4:30 PM Eastern

Services: Advisory, Audit, Consulting, Tax
Industries: Banking, Financial services
2022 Financial Services Year-end Conference

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.  

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Learning objectives

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. 

Join us for the following sessions:
Operational resiliency: Banking as a service, new business models and digital transformation, and tech encroachment 
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. 
Operational resiliency: Workforce talent pools and new products in the face of risk and compliance
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. 
Carpe diem: Capitalizing on ESG 
By the end of this session, participants should be able to design an ESG strategy for their organization. 
Regulatory hot topics in consumer compliance

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 
Accounting and financial reporting developments
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. 
Economic update  

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

Financial institution hot topic: Emerging investments and 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 
Income tax developments and planning strategies 

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 

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 information

For additional information, please contact Laura Snyder.

Discounted rooms are available for registrants needing overnight accommodation. Information will be included as part of the registration process.

Continuing professional education

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

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

Additional CPE information

Cost for in-person attendance: $150

Register now