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Conferences
AICPA National Conference on Banks & Savings Institutions
Sep. 9–Sep. 11, 2019
|
Gaylord National Hotel and Convention Center, National Harbor, MD
| Live online
Conference details

Trusted answers come from trusted sources.

It’s time again to look to the banking industry’s most reliable guidance. You’ll find coverage of banking’s pressing issues and opportunities across three days that will shape the rest of your year.

25+ intensive sessions relevant to banks of all sizes

35+ speakers, including representatives from

  • FASB
  • SEC
  • Fannie Mae
  • PCAOB
  • Federal Banking Agencies

12
networking breaks
and meals to share ideas with peers

Essential sessions

  • Economic Update
  • FASB, SEC, and PCAOB Updates
  • CECL Implementation
  • Performance & Outlook in Banking
  • Community Bank Hot Topics
  • Ask the Experts — Large Banks
  • CFO Panels — Regional/Small Community Banks

An agenda designed for:

  • Public practitioners with banks and savings institution clients
  • Preparers and auditors of financial statements
  • CFOs, controllers and financial executives in institutions of all sizes
  • Regulators in government and industry
Download brochure

Agenda

MONDAY, September 9
3:00PM - 7:00PM

Registration

Early Registration Open

7:00AM - 6:00PM

Registration

Registration Open

7:00AM - 8:00AM

Breakfast

Continental Breakfast

8:00AM - 8:15AM

General Session

Welcome & Introductory Remarks

8:15AM - 9:30AM

Keynote

BAN1901. Economic Forecast 2020: Big Election, No Recession
Field(s) of Study: TBD
Knowledge Level: | CPE: 1.5

Speaker: Marci Rossell, PhD, Former Chief Economist, CNBC


One of the most trusted names in financial reporting and economics, Dr. Rossell analyzes America's financial future and the U.S. role in the global economy. Drawing on history, theory and her ringside seat to Wall Street, she delivers an insider perspective on the most important economic events of our time.

Learning objectives:

  • Factors that are responsible for recessions in any economy
  • A discussion of how elections typically affect the business cycle and financial markets
  • Outlook for the U.S. economy over the next 18-24 months

Prerequisite: None
Advanced prep: None

9:30AM - 9:35AM

Change Break

Transition

9:35AM - 10:05AM

General Session

BAN1902. SEC Updates from the Chief Accountant
Field(s) of Study: TBD
Knowledge Level: Advanced (6-10+ years in the profession) | CPE: 0.5

Speaker: Sagar Teotia, CPA, Chief Accountant, U.S. Securities & Exchange Commission


This session will provide an update on SEC related domestic and international accounting matters.

Prerequisite: None
Advanced prep: None

10:05AM - 10:25AM

Networking Break - Refreshments & Vendor Displays

Networking Break - Refreshments & Vendor Displays

10:25AM - 11:40AM

General Session

BAN1903. Standards That Work: Rising to Meet the Future
Field(s) of Study: Accounting
Knowledge Level: | CPE: 1.5

Speaker: Shayne Kuhaneck, CPA, Acting Technical Director, Financial Accoounting Standards Board; Hal Schroeder, CPA, Board Member, Financial Accoounting Standards Board


The FASB develops standards that work today and for the future. The Board does this by providing implementation support, engaging in robust research, and developing standards that can evolve to meet future needs. During this session, FASB Member Hal Schroeder will discuss how the FASB is supporting successful implementation of its standards—including credit losses—right now. He'll also discuss current FASB agenda projects aimed at ensuring high-quality standards in the future. They include the Board's look at a new effective date philosophy, reference rate reform, and Hedging. At the end of the session, FASB Acting Technical Director Shayne Kuhaneck will join Mr. Schroeder to answer audience questions.

Prerequisite: None
Advanced prep: None

11:40AM - 12:40PM

Lunch

Networking Lunch

12:40AM - 1:30PM

General Session

BAN1904. SEC Updates from the Deputy Chief Accountants
Field(s) of Study: Accounting & Auditing
Knowledge Level: Intermediate (3-5 years in the profession) | CPE: 1

Speaker: Marc Panucci, CPA, Deputy Chief Accountant, U.S. Securities & Exchange Commission; Kevin Vaughn, CPA, Senior Associate Chief Accountant, U.S. Securities & Exchange Commission


Hear updates on accounting and auditing matters from representatives of the SEC's Office of the Chief Accountant.

Learning objectives:

After attending this session, participants will:

  • Have a better understanding of emerging issues impacting audits of financial statements of public companies
  • Understand emerging accounting issues impacting public companies

Prerequisite: None
Advanced prep: None

1:30PM - 1:40PM

Change Break

Transition

1:40PM - 2:30PM

General Session

BAN1905. Applying Emerging Technologies in Finance at Bank of America
Field(s) of Study: Accounting; Computer Software & Applications
Knowledge Level: Basic (1-2 years in the profession) | CPE: 1

Speaker: Rudolf Bless, CPA, Chief Accounting Officer, Bank of America


This session will provide an overview of Finance approach at Bank of America for emerging technologies including discussion of a number of use cases.

Learning objectives:

  • Gain insights as to how Finance at a large financial institution organizes its efforts regarding technology
  • Learn about specific examples of applying emerging technology tools in finance processes

Prerequisite: None
Advanced prep: None

2:30PM - 3:00PM

Networking Break - Refreshments & Vendor Displays

Networking Break - Refreshments & Vendor Displays

3:00PM - 4:15PM

Concurrent Sessions (Select One)

BAN1906. SEC Update: Developments from Corporation Finance
Field(s) of Study: TBD
Knowledge Level: Intermediate (3-5 years in the profession) | CPE: 1.5

Speaker: John Nolan, CPA, MBA, Senior Assistant Chief Accountant, U.S. Securities & Exchange Commission; Catherine Brown, Deputy Chief Risk Officer, U.S. Securities & Exchange Commission; Lindsay McCord, Deputy Chief Accountant,  U.S. Securities and Exchange Commission


This session will provide an update on relevant topics and issues from the Division of Corporation Finance.

Learning objectives:

  • Filing Review Observations
  • Market Risk Disclosure themes
  • Rulemaking initiatives update

Prerequisite: None
Advanced prep: None

3:00PM - 4:15PM

Concurrent Sessions (Select One)

BAN1907. Strategies for Successfully Managing Through a Flattening/Inverted Yield Curve Environment
Field(s) of Study: Accounting, Economics, Finance
Knowledge Level: Intermediate (3-5 years in the profession) | CPE: 1.5

Speaker: Frank Farone, Managing Director, Darling Consulting


Margins are experiencing the cyclical tight squeeze as interest rates are rising and the curve is flattening to disturbing levels. The tipping point has arrived and cost of funds is quickly increasing. Meanwhile, loan rates are lagging due to competitive pressures; unrealized losses on bonds have resurfaced; EVE risk is rising and regulatory scrutiny is accelerating. Many will hit the "panic" button at precisely the wrong time and take action they will likely regret down the road for long time. Forewarned is Forearmed!

Learning objectives:

  • Discover strategies to consider and avoid in a low rate/inverted curve environment
  • High performing ALCOs: What separates the best from the rest?

Prerequisite: None
Advanced prep: None

4:15PM - 4:25PM

Change Break

Transition

4:25PM - 5:40PM

Concurrent Sessions (Select One)

BAN1908. PCAOB Standard-Setting Update and Planning for the New Estimates and Specialists Auditing Standards
Field(s) of Study: Auditing
Knowledge Level: Basic (1-2 years in the profession) | CPE: 1.5

Speaker: Megan Zietsman, CPA, Chief Auditor, Public Company Accounting Oversight Board


This session will provide an update on PCAOB standard- setting activities and will include a discussion on planning for the new Estimates and Specialists auditing standards.

Learning objective:

  • Understand current standard- setting activities at the PCAOB and implementation consideration for adopting the new Estimates and Specialists auditing standards

Prerequisite: None
Advanced prep: None

4:25PM - 5:40PM

Concurrent Sessions (Select One)

BAN1908. PCAOB Standard-Setting Update and Planning for the New Estimates and Specialists Auditing Standards
Field(s) of Study: Auditing
Knowledge Level: Basic (1-2 years in the profession) | CPE: 1.5

Speaker: Barbara Vanich, CPA, Associate Chief Auditor, Public Company Accounting Oversight Board


This session will provide an update on PCAOB standard- setting activities and will include a discussion on planning for the new Estimates and Specialists auditing standards.

Learning objective:

  • Understand current standard- setting activities at the PCAOB and implementation consideration for adopting the new Estimates and Specialists auditing standards

Prerequisite: None
Advanced prep: None

4:25PM - 5:40PM

Concurrent Sessions (Select One)

BAN1909. CECL for Community Banks: Perspectives from the FASB
Field(s) of Study: TBD
Knowledge Level: | CPE: 1.5

Speaker: Christopher Cryderman, CPA, Practice Fellow, Financial Accounting Standards Board


Hear directly from the FASB staff regarding CECL implementation for banks. In addition to covering recent FASB staff Q&A documents, including the Weighted Average Remaining Maturity (WARM) method, the FASB staff will answer your questions.

Prerequisite: None
Advanced prep: None

4:25PM - 5:40PM

Concurrent Sessions (Select One)

BAN1909. CECL for Community Banks: Perspectives from the FASB
Field(s) of Study: TBD
Knowledge Level: | CPE: 1.5

Speaker: Amin Mohomed, Assistant Project Manager, Financial Accounting Standards Board; Jay Shah, CPA, Project Manager, Financial Accounting Standards Board


Hear directly from the FASB staff regarding CECL implementation for banks. In addition to covering recent FASB staff Q&A documents, including the Weighted Average Remaining Maturity (WARM) method, the FASB staff will answer your questions.

Prerequisite: None
Advanced prep: None

5:40PM - 6:40PM

Reception

Networking Reception

TUESDAY, September 10
6:30AM - 5:30PM

Registration

Registration Open

7:00AM - 8:30AM

Breakfast

Continental Breakfast

7:30AM - 8:20AM

Early Riser

BAN19201. Bank Finance Modernization
Field(s) of Study: TBD
Knowledge Level: | CPE: 1

Speaker: Jade Shopp, Partner, Deloitte & Touche LLP


In light of today's Finance teams having a broad span of responsibilities and contributions that impact overarching business priorities, we are advancing a forward-thinking view on how the finance organization should optimize its processes and controls, utilizing contemporary technologies, and align the organization to appropriately protect and enable the financial institutions.

Prerequisite: None
Advanced prep: None

7:30AM - 8:20AM

Early Riser

BAN19202. CECL Parallel Run Readiness, Execution & Lessons Learned
Field(s) of Study: TBD
Knowledge Level: | CPE: 1

Speaker: Chris Boyles, Partner, Advisory, KPMG; Reza Van Roosmalen, Principal, Advisory, KPMG; John Lankenau, Senior Vice President – Product and Operations, SS&C Primatics


In this session, KPMG will present entry criteria, execution and exit criteria in order to conduct and coordinate a meaningful parallel run program. We will share lessons learned and pitfalls from prior engagement fieldwork that resulted in substantial rework post adoption. This comprehensive session will provide tools that financial firms can utilize in order to prevent or detect infrastructure (e.g., process, system or data and personnel) risks. In addition, an overview of the financial impacts for mergers and acquisitions under pre and post CECL adoption scenario will be discussed.

Learning objectives:

  • Provide insight into the activities of the 3 lines of defense represents in order to present an operating framework
  • Discover what impacts look like for different products as well as an analysis of CECL SAB 74 disclosures and further expectations

Prerequisite: None
Advanced prep: None

8:20AM - 8:30AM

Change Break

Transition

8:30AM - 8:35AM

General Session

Chair Remarks

8:35AM - 9:50AM

Keynote

BAN1910. Housing and Economic Update
Field(s) of Study: TBD
Knowledge Level: Update (1-2 years in the profession) | CPE: 1.5

Speaker: Douglas Duncan, Senior Vice President and Chief Economist, Fannie Mae


Despite a strong start to the year, growth appears to have slowed in the second quarter as macro-level uncertainty disincentivizes business fixed investment and starts to weigh on consumer spending. In order to sustain the longest expansion in more than 70 years, we expect the Fed to once again begin easing monetary policy and to cut its interest rate target.

Prerequisite: None
Advanced prep: None

9:50AM - 9:55AM

Change Break

Transition

9:55AM - 11:35AM

General Session

BAN1911. Federal Banking Regulator Chief Accountant Panel
Field(s) of Study: TBD
Knowledge Level: | CPE: 2

Speaker: Lara Lylozian, Assistant Chief Accountant, Federal Reserve Board; Sydney Menefee, CPA, Deputy Chief Accountant, Office of the Comptroller of the Currency; Robert Storch, CPA, Chief Accountant, Federal Deposit Insurance Corporation


Hear from the Chief Accountants of the Federal Bank Regulatory Agencies as they discuss recent developments as well as current perspectives from the agencies. Learn the latest on accounting, reporting and other developments directly from the chief accountants. Participants will here views from the banking regulators on CECL as well as other emerging issues.

Learning objectives:

  • Learn about recent regulatory reporting and supervisory policy developments at the Federal Bank Regulatory Agencies
  • Learn about the Agencies' perspectives on the implementation of recent accounting standards

Prerequisite: None
Advanced prep: None

11:35AM - 11:55AM

Networking Break - Refreshments & Vendor Displays

Networking Break - Refreshments & Vendor Displays

11:55AM - 12:45PM

General Session

BAN1912. Federal Banking Regulators Chief Accountant Q&A
Field(s) of Study: TBD
Knowledge Level: | CPE: 1

Speaker: Lara Lylozian, Assistant Chief Accountant, Federal Reserve Board; Sydney Menefee, CPA, Deputy Chief Accountant, Office of the Comptroller of the Currency; Robert Storch, CPA, Chief Accountant, Federal Deposit Insurance Corporation


Hear from the Chief Accountants of the Federal Bank Regulatory Agencies as they discuss recent developments as well as current perspectives from the agencies. Learn the latest on accounting, reporting and other developments directly from the chief accountants. Participants will here views from the banking regulators on CECL as well as other emerging issues.

Learning objectives:

  • Learn about recent regulatory reporting and supervisory policy developments at the Federal Bank Regulatory Agencies.
  • Learn about the Agencies' perspectives on the implementation of recent accounting standards

Prerequisite: None
Advanced prep: None

12:45PM - 1:45PM

Lunch

Networking Lunch

1:45PM - 3:00PM

General Session

BAN1913. CECL Implementation Preparer Panel: The Journey Continues
Field(s) of Study: Accounting
Knowledge Level: Intermediate (3-5 years in the profession) | CPE: 1.5

Speaker: Chris Lynch, Senior Vice President, Bank of America; Brent Saffell, CPA, SVP - Senior Manager,Credit Risk Management, Reporting & Administration, Bank of Oklahoma Financial; Balvinder Sangha, PhD, Principal, EY; Douglas Smith, SVP, Wells Fargo Bank N.A.


Join this discussion for insights around the implementation of CECL, findings, and challenges encountered.

Learning objectives:

  • Provide insight to participants to assist in the preparation for CECL implementation
  • Gain an understanding and appreciation of key challenges and solutions for CECL implementation

Prerequisite: None
Advanced prep: None

3:00PM - 3:30PM

Networking Break - Refreshments & Vendor Displays

Networking Break - Refreshments & Vendor Displays

3:30PM - 4:45PM

Concurrent Sessions (Select One)

BAN1914. Tax Update for Financial Institutions
Field(s) of Study: Taxes
Knowledge Level: Intermediate (3-5 years in the profession) | CPE: 1.5

Speaker: David Thornton, CPA, Partner, Crowe LLP


This session will provide an overview of tax developments impacting the financial services industry and will be presented in terms that the non-tax-professional can understand. Topics to be discussed include up-to-date details on the latest guidance offered for implementing recent tax reform measures, an overview of how banks can participate in the new tax-advantaged Qualified Opportunity Fund investment program, a discussion of the recent U.S. Supreme Court decision in South Dakota v. Wayfair and how it may impact banks with multi-state customers and an overview of tax considerations related to recent and pending FASB pronouncements.

Learning objectives:

After attending this session, attendees should be able to:

  • Properly implement the most recent IRS and Treasury guidance related to tax reform changes, some of which are still being implemented on yet-to-be-filed 2018 tax returns
  • Understand how banks can participate in the new Qualified Opportunity Fund investment program
  • Understand how the recent SCOTUS decision in South Dakota v. Wayfair impacts the multi-state tax compliance requirements and related exposure for banks with multi-state customers
  • Recognize what tax adjustments may be required in connection with the adoption of recent and pending FASB pronouncements

Prerequisite: None
Advanced prep: None

3:30PM - 4:45PM

Concurrent Sessions (Select One)

BAN1915. Coming to an Auditor's Report Near You: Critical Audit Matters (CAMs)
Field(s) of Study: TBD
Knowledge Level: | CPE: 1.5

Speaker: TBD


Prerequisite: None
Advanced prep: None

3:30PM - 4:45PM

Concurrent Sessions (Select One)

BAN1916. Performance & Outlook for Banks Nationwide: What is Happening and Where is the Industry Headed?
Field(s) of Study: TBD
Knowledge Level: | CPE: 1.5

Speaker: Robert Hutchinson, Head of Financial Institutions Group, Piper Jaffray & Co.


Prerequisite: None
Advanced prep: None

4:45PM - 4:55PM

Change Break

Transition

4:55PM - 5:45PM

Concurrent Sessions (Select One)

BAN1917. Community Bank Hot Topics
Field(s) of Study: TBD
Knowledge Level: | CPE: 1

Speaker: Sydney Garmong, Partner, Crowe LLP; Jeffrey Geer, CPA, Associate Chief Accountant, Office of the Comptroller of the Currency;


This panel discussion will focus on key accounting and financial reporting issues faced by community banks and their auditors. Join this moderator-led discussion for the hot topics of the day that are impacting community banks, including the latest issues on accounting, financial reporting, auditing, operational issues and more.

Prerequisite: None
Advanced prep: None

4:55PM - 5:45PM

Concurrent Sessions (Select One)

BAN1917. Community Bank Hot Topics
Field(s) of Study: TBD
Knowledge Level: | CPE: 1

Speaker:Mike Lundberg, CPA, Partner, RSM US LLP; Todd Sprang, CPA, Principal, CliftonLarsonAllen, LLP


This panel discussion will focus on key accounting and financial reporting issues faced by community banks and their auditors. Join this moderator-led discussion for the hot topics of the day that are impacting community banks, including the latest issues on accounting, financial reporting, auditing, operational issues and more.

Prerequisite: None
Advanced prep: None

4:55PM - 5:45PM

Concurrent Sessions (Select One)

BAN1918. Ask The Experts Panel - Large Banks
Field(s) of Study: Accounting
Knowledge Level: Overview (1-2 years in the profession) | CPE: 1

Speaker: Chris Ackerlund, CPA, MBA, Senior Vice President, Bank of America; Jessica Armour, CPA, MD Corporate Accounting Policies, JP Morgan Chase; Linda Bergen, Non-Financial/Non-Accounting - Director/Manager, Citigroup; Richard Juntilla, CPA, Accounting Policy Director, US Bancorp; Lee Keel, CPA, Accounting Policy Senior Manager, Wells Fargo


Don't miss this opportunity to ask controllers and accounting policy experts from larger banks your critical accounting and financial reporting questions.

Learning objectives:

  • Identify current accounting issues facing large banks
  • Understand status of standard implementations at large banks

Prerequisite: None
Advanced prep: None

WEDNESDAY, September 11
7:00AM - 4:30PM

Registration

Registration Open

7:00AM - 8:30AM

Breakfast

Continental Breakfast

7:30AM - 8:20AM

Early Riser

BAN19204. Finding Your Ethical Compass
Field(s) of Study: Behavioral Ethics
Knowledge Level: Overview (1-2 years in the profession) | CPE: 1

Speaker: Douglas Warren, CPA, CGMA, CFF, Chief Executive Officer, WarrenJackson CPAs PLLC


In today's challenging business environment, navigating our way through never ending ethical dilemma can be a difficult journey. Let's find your ethical compass to keep you safe and on the right path.

Learning objectives:

  • Find your ethical compass
  • Discover how to safely navigate daily ethical challenges

Prerequisite: None
Advanced prep: None

7:30AM - 8:20AM

Early Riser

BAN19205. Integrating Credit Risk with the Front Office
Field(s) of Study: TBD
Knowledge Level: | CPE: 1

Speaker: Amnon Levy, PhD, Managing Director, Moody's Analytics


This session will feature a view from accountants and credit experts on how banks will integrate their front office initiatives with credit risk viewpoints directly resulting from CECL.

Learning objective:

  • Discover how the topics of concentration risk, earnings volatility and pricing will be impacted post-CECL

Prerequisite: None
Advanced prep: None

7:30AM - 8:20AM

Early Riser

BAN19205. Integrating Credit Risk with the Front Office
Field(s) of Study: TBD
Knowledge Level: | CPE: 1

Speaker: Masha Muzyka, Senior Director – Risk and Accounting Solutions, Moody's Analytics


This session will feature a view from accountants and credit experts on how banks will integrate their front office initiatives with credit risk viewpoints directly resulting from CECL. Learning objective: 1) Discover how the topics of concentration risk, earnings volatility and pricing will be impacted post-CECL

Prerequisite: None
Advanced prep: None

7:30AM - 8:20AM

Early Riser

BAN19206. Leveraging Automation to Enable Finance Data Strategy
Field(s) of Study: Computer Software & Applications
Knowledge Level: Basic (1-2 years in the profession) | CPE: 1

Speaker: Niraj Chatwal, Director, CrossCountry Consulting; Christina Gadrinab, Director, Business Transformation, CrossCountry Consulting; Nav Makol, CFA, FRM, Partner, CrossCountry Consulting


In this session, you will discover how to combine the power of automation and analytics to create efficiencies in order to drive your data strategy.

Learning objectives:

  • Leveraging automation to decrease manual effort for data identification and data quality.
  • Ability to combine structured & unstructured data to further drive business insights and decisions.
  • Improving efficiency and capacity with resources and allowing them to focus on value-add activities, such as business intelligence and visualization.
  • Creating a sustainable process for updating and refreshing data.

Prerequisite: None
Advanced prep: None

7:30AM - 8:20AM

Early Riser

BAN19207. Trust is in the Balance: Technology and Financial Reporting Confidence
Field(s) of Study: TBD
Knowledge Level: | CPE: 1

Speaker: Cyndi Millow, Solutions Consultant, Blackline


Only 38% of finance professionals say they "completely trust the accuracy of my financial data." Where there is doubt, trust suffers, and part of that doubt comes from the manual processes involved in producing financials. It can be hard to feel confident in producing financials when mired in manual processes. Over 41% of accountants said manual inputting leads to their overall distrust in the numbers. This session will explain options available to minimize the manual elements of closing the books and producing financial statements. Trust is in the Balance.

Learning objectives:

  • Whether you are a CFO, Controller, Manager or Accountant – understand what you can do TODAY to free your time from focusing on the mundane day-to-day accounting.
  • Learn how technology can not only help you manage risk, but also give you more time to partner with the broader organization.
  • Build trust within your organization by confidently delivering on the promises of high-quality financial reporting.

Prerequisite: None
Advanced prep: None

8:20AM - 8:30AM

Change Break

Transition

8:30AM - 8:35AM

General Session

Final Remarks

8:35AM - 9:50AM

Keynote

BAN1919. Perspectives on Regulatory Landscape
Field(s) of Study: Business Law & Regulatory Ethics
Knowledge Level: Overview (1-2 years in the profession) | CPE: 1.5

Speaker: Rodgin Cohen, JD, Senior Chairman, Sullivan & Cromwell LLP


This session will provide a legislative/regulatory update on the Financial CHOICE Act. Participants will leave the session with a greater familiarity with the new landscape and an awareness of potential future changes.

Learning objectives:

  • Discussion of actual changes, symbolic changes, and implications for the regulatory landscape

Prerequisite: None
Advanced prep: None

9:50AM - 9:55AM

Change Break

Transition

9:55AM - 11:10AM

General Session

BAN1920. FinTeh - Foe or Collaborator?
Field(s) of Study: TBD
Knowledge Level: | CPE: 1.5

Speaker: TBD


Prerequisite: None
Advanced prep: None

11:10AM - 11:40AM

Networking Break - Refreshments & Vendor Displays

Networking Break - Refreshments & Vendor Displays

11:40AM - 12:55PM

Concurrent Sessions (Select One)

BAN1921. CECL for Community Banks: Implementation Observations
Field(s) of Study: TBD
Knowledge Level: | CPE: 1.5

Speaker: Laura Beth Butler, CPA, CGMA, Executive Vice President, Chief Financial Officer & Secretary, First Citizens National Bank; Christopher Seidlich, Senior Vice President & CFO, Rollstone Bank & Trust


The FASB's credit losses standard, the Current Expected Credit Losses (CECL) model, will bring changes for both financial management and operations. As community banks are developing their path for adoption, questions arise on how to obtain data, which data is needed, which approach or model makes sense, what governance should be in place. Join this session to hear from a panel of community bankers who are down the road with answers to these questions. This session will cover practical implementation and operational considerations, and impact of the CECL model for community banks.

Learning objectives:

  • Gain an understanding of community bankers are beginning the adoption process for CECL and assessing the impact
  • Understand how the CECL model impacts operations and best practices observed

Prerequisite: None
Advanced prep: None

11:40AM - 12:55PM

Concurrent Sessions (Select One)

BAN1922. CFO Panel Discussion: Mid-Sized Banks
Field(s) of Study: TBD
Knowledge Level: | CPE: 1.5

Speaker: TBD


Prerequisite: None
Advanced prep: None

12:55PM - 1:55PM

Lunch

Networking Lunch

1:55PM - 3:10PM

Concurrent Sessions (Select One)

BAN1924. CECL: What Will Be My Auditors Expectations?
Field(s) of Study: Auditing
Knowledge Level: Intermediate (3-5 years in the profession) | CPE: 1.5

Speaker: Sydney Garmong, Partner, Crowe LLP; Mike Lundberg, CPA, Partner, RSM US LLP; Kyle Owens, CPA, Professonal Practice Senior Manager, Crowe LLP


Hear directly from auditors about their approach to auditing CECL reserves. Topics will include a Practice Aid developed by AICPA, internal control and documentation expectations, and common pitfalls / challenges.

Learning objectives:

  • Learn what auditor's expectations will be for CECL to help prepare for the transition

Prerequisite: None
Advanced prep: None

1:55PM - 3:10PM

Concurrent Sessions (Select One)

BAN1925. Panel: Transitioning from LIBOR - The Journey
Field(s) of Study: Accounting
Knowledge Level: Overview (1-2 years in the profession) | CPE: 1.5

Speaker: Jeannine Hyman, CPA, Director, Citi; Susan Hughes, Wells Fargo Bank N.A.


Reference rates, or IBORs, such as the London Interbank Offered Rate (LIBOR) are widely used in a broad range of financial instruments and other agreements. Regulators in various jurisdictions have undertaken efforts, referred to as reference rate reform, to eliminate certain reference rates and introduce new reference rates or replacement rates.

Learning objectives:

  • Identify accounting topics impacted by reference rate reform
  • Understand potential resolution and timing

Prerequisite: None
Advanced prep: None

3:10PM - 3:20PM

Change Break

Transition

3:20PM - 4:35PM

Concurrent Sessions (Select One)

BAN1926. Hedging and Derivatives
Field(s) of Study: TBD
Knowledge Level: | CPE: 1.5

Speaker: Frederick Currie, Partner, PwC; Jeff Gabello, Supervising Project Manager, Financial Accounting Standards Board; Esther Mills,, Accounting Policy Plus; Aaron Netten,, Wells Fargo Bank N.A.


Prerequisite: None
Advanced prep: None

3:20PM - 4:35PM

Concurrent Sessions (Select One)

BAN1927. Community Bankers CFO Panel
Field(s) of Study: Management Services
Knowledge Level: | CPE: 1.5

Speaker: Tom Adams, CPA, Chief Financial Officer, American Bank, N.A.; Wendy Bell, Executive Vice President and CFO, Carter Bank and Trust; Martin Caine, CPA, Member of the Firm, Wolf & Company, PC


During this panel discussion, discover what is top of mind for Community Bank CFOs.

Learning objectives:

  • Understand the operational and financial issues that are most important to community bank CFOs
  • Understand what accounting and financial reporting issues are top of mind for community bank CFOs

Prerequisite: None
Advanced prep: None

Attendance options
AICPA National Conference on Banks & Savings Institutions: Flex Pass
Sep 09-Sep 11, 2019

New!
While you're at the conference, enjoy the flexibility of attending sessions on-site, or at your convenience online. (TBD CPE credits).

Already registered but interested in this new attendance option? Call AICPA member services to upgrade to Flex Pass: 888.777.7077.

Pricing:
Full Registration Rate
AICPA member: $1,845.00
Nonmember: $2,245.00
AICPA National Conference on Banks & Savings Institutions
Sep 09-Sep 11, 2019

Step away from your desk, and join us in National Harbor, MD. Youll interact directly with thought leaders and have the advantage of dedicated networking time with your professional community. (TBD CPE credits).

Pricing:
Full Registration Rate
AICPA member: $1,595.00
Nonmember: $1,995.00
AICPA National Online Conference on Banks & Savings Institutions
Sep 09-Sep 11, 2019

Sessions will be streamed live, in real time, direct to your computer or mobile device. Youll have access to audio and video sessions, remote networking through polls and chat rooms, and handouts and slides, just as if you were there on-site. (TBD CPE credits).

Pricing:
Full Registration Rate
AICPA member: $1,595.00
Nonmember: $1,995.00
AICPA National Conference on Banks & Savings Institutions
Sep 09-Sep 11, 2019

When youre pressed for time, focus on the sessions that match your main area of business and dive in. Choose any 10 sessions to view online. (CPE credits vary by session).

Pricing:
Full Registration Rate
AICPA member: $995.00
Nonmember: $1,395.00
More details

CGMA Members Save an Additional $50

To receive the discount, you must be signed in as a registered user on this site. The discount will be applied automatically during checkout. Questions? Contact the AICPA Service Center at 888.777.7077 or service@aicpa.org.

Reach tech-savvy accounting and financial professionals, ready to learn about new products and solutions to enhance their businesses at AICPA Conferences.

View prospectus

Does your organization qualify for group registration?

If 10 or more individuals register for a single conference (or fewer people attend multiple conferences to total 10 or more registrations), you qualify for our group conference program. Benefits include:

  • Significant savings
  • Invoicing before or after event
  • Guidance through the registration process

Please reach out to the person in your firm that coordinates conference registrations to ensure you qualify for the best group discount. If you don’t have a firm contact or don’t know who that is, you can get more information or register your group by contacting conference group sales at: groupconference@aicpa-cima.com.

If you would like to register 2-9 individuals for a conference or to learn more about group registrations, please contact the AICPA customer service team at 888.777.7077 or conference group sales at groupconference@aicpa-cima.com.

Attending Online is easy! Check the System Requirements below and install Adobe Flash if you haven't already, then visit this demo page once you're ready to check for compatibility.

NOTE: For sessions that are audio-only, you use the same player and have the experience as the above demo page, but there will be a static image in place of the video stream.

  • Adobe Flash plugin (Click on link to install) http://get.adobe.com/flashplayer/
  • Supported Browsers: Internet Explorer 8 or Higher, Firefox, Chrome, Safari
  • Computer with Speakers / Headset
  • High speed internet connection

Accessibility

The Association of International Certified Professional Accountants (Association) is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services.  The Association is committed to making professional learning accessible to all.  This commitment is maintained in accordance with applicable law.  For additional information, please refer to the Association’s Website Accessibility Policy.

If this symbol is displayed under Delivery Type on the product page, this product offers closed captioning.

For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

On-Site/Flex Pass Conference: You may cancel without penalty if cancellation request is received up to and including 45 days prior to the start of the conference. Due to financial obligations incurred by the AICPA, a credit less 50% of the registration fee will be issued for requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event.

Online Conference: You may cancel and receive a refund if cancellation request is received up to and including 15 days prior to the start of the conference. You can cancel and receive a 100% credit if your registration is canceled within 7 days of the start of the conference. Due to financial obligations incurred by the AICPA, a 60% credit will be issued for requests received up to the day prior to the start of the conference. No refunds or credits will be issued on cancellation requests received once the online conference begins.

For more information about AICPA's conference cancellation policy, contact the AICPA Service Center at 1-888-777-7077 or service@aicpa.org.

Resolution of Disputes

Transactions at this site are covered by binding arbitration. Any controversy or claim arising out of or relating to the use of this Web site that cannot be settled to your satisfaction by our member satisfaction team shall be settled by arbitration in New York, New York. Such disputes will be administered by the American Arbitration Association (https://www.adr.org/), 335 Madison Avenue, 10th floor, New York, New York 10017-4605, (800) 778-7879, in accordance with its Arbitration Rules, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

Should you feel that there has been a breach to the integrity or security of this site, please contact the service center immediately at 888.777.7077.

Ratings and reviews
PRICING SUMMARY
AICPA National Conference on Banks & Savings Institutions: Flex Pass (Flex Pass)
$1,845.00–$2,245.00
$2,245.00
AICPA National Conference on Banks & Savings Institutions (In person)
$1,595.00–$1,995.00
$1,995.00
AICPA National Online Conference on Banks & Savings Institutions (Online Conference)
$1,595.00–$1,995.00
$1,995.00
AICPA National Conference on Banks & Savings Institutions (Online Conference: 10 Pack)
$995.00–$1,395.00
$1,395.00
CREDIT INFO
NASBA Field of Study
NONE
Level
Intermediate
Prerequisites
None
ADVANCE PREPARATION
None

Location & Accommodations

Location:

201 Waterfront Street
National Harbor, MD 20745

Room rate:

Cutoff date:

Hotel phone:

Reservations:

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