2023 Financial Services Group Accounting & Reporting 1st Quarter Update

Join us for this Quarterly Accounting & Reporting Update hosted by our Financial Services team to hear about all of the latest updates affecting the financial services industry. April 6, 2023 2-3 pm ET (1-2 CT)   Register   CPE Information: Up to 1 hour of CPE credit Field of Study: Specialized Knowledge Delivery Method: Group Internet Based Program Level: Basic Prerequisites: None Advance Preparation: None Refund Policy: As this session is free of charge, no refunds will be issued Learning Objectives: Recognize the impact of recent liquidity events in the banking industry and how they will impact your disclosures […]

2023 1st Quarter Update: Focus on Data Analytics

Thursday, April 27th – 1:30- 2:30   Register   During economic uncertainty, you need to make decisions that move your business forward with confidence. And during these unpredictable times, most businesses approach significant expenditure with caution. Join us for this webinar where we will explore smart investment options to uncover key business performance drivers. We will examine real-world case studies, taking a closer look at methods others are using to answer the ‘why’ of their business performance and identifying areas to reduce costs, adjust product and/or service portfolio or mix, and meet customer and employee demands. Observe live demonstrations of […]

2023 Financial Services Group Accounting & Reporting 2nd Quarter Update

Join us for this Quarterly Accounting & Reporting Update hosted by our Financial Services team to hear about all of the latest updates affecting the financial services industry. June 29, 2023 2-3 pm ET (1-2 CT)   Register   CPE Information: Up to 1 hour of CPE credit Field of Study: Specialized Knowledge Delivery Method: Group Internet Based Program Level: Basic Prerequisites: None Advance Preparation: None Refund Policy: As this session is free of charge, no refunds will be issued Learning Objectives: More information to come. For questions or concerns, please contact Kelley Sanders at kelley.sanders@elliottdavis.com or 803.255.1218

2023 2nd Quarter Update – Emerging Developments and Hot Topics

Wed, July 12th – 1:30 – 2:30   Register   How will emerging accounting, regulatory, and market developments impact your organization? Join us for a webcast designed to provide insight into recent discussions, actions, and news. CPE Information: Up to 1 hour of CPE credit Field of Study: Accounting Delivery Method: Group Internet Based Program Level: Basic Prerequisites: None Advance Preparation: None Refund Policy: As this session is free of charge, no refunds will be issued Learning Objectives: More information to come. For questions or concerns, please contact Laura Preslar at laura.preslar@elliottdavis.com or 980.201.3172

Financial Services Group BSA & Regulatory Compliance Webinar

Asking the right questions is the first step in getting the right answers. Financial institutions are facing an ever-changing and more complex set of uncertainties than they ever have in recent memory. These uncertainties are developing more quickly than ever, in ways that are less predictable and carry the potential to shift from risk to opportunity or crisis rapidly. Our compliance experts will be addressing questions and providing commentary to help institutions deal with uncertainly, manage risk and offer greater insights for decision making and effective risk management. Date/Time: July 13, 2023 2pm- 3 pm ET (1-2 CT) Register Up […]

Financial Services Group Credit Risk Services Webinar

It is more important than ever for your financial institution to detect loan problems early, adhere to underwriting standards and examine credit policies to ensure you are adequately protected.  We will be addressing commonly heard questions and providing commentary to help your financial institution during this time of uncertainty. Date/Time: August 17, 2023 2 pm- 3 pm ET (1-2 CT) Register Up to 1 hour of CPE credit Field of Study: Specialized Knowledge Delivery Method: Group Internet Based Program Level: Basic Prerequisites: None Advance Preparation: None Refund Policy: As this session is free of charge, no refunds will be issued. […]

Financial Services Group CECL – Lessons Learned and the Road Ahead

Join us for an informative webinar where Current Expected Credit Losses (CECL) experts share “tales from the trenches”. Topics will include: common validation findings, tips for strengthening internal controls, considerations for the ongoing management and monitoring of your model, and preparing for a stress free audit. September 14, 2023 2-3 pm ET (1-2 CT) Register This event will qualify for CPE, details to come. For questions or concerns, please contact Kelley Sanders at kelley.sanders@elliottdavis.com or 803.255.1218

2023 Financial Services Group Accounting & Reporting 3rd Quarter Update

Join us for this Quarterly Accounting & Reporting Update hosted by our Financial Services team to hear about all of the latest updates affecting the financial services industry. September 28, 2023 2-3 pm ET (1-2 CT)   Register   CPE Information: Up to 1 hour of CPE credit Field of Study: Specialized Knowledge Delivery Method: Group Internet Based Program Level: Basic Prerequisites: None Advance Preparation: None Refund Policy: As this session is free of charge, no refunds will be issued. Learning Objectives: More information to come. For questions or concerns, please contact Kelley Sanders at kelley.sanders@elliottdavis.com or 803.255.1218

2023 3rd Quarter Update – Emerging Developments and Hot Topics

Wed, Oct 4th – 1:30 – 2:30   Register   How will emerging accounting, regulatory, and market developments impact your organization? Join us for a webcast designed to provide insight into recent discussions, actions, and news. CPE Information: Up to 1 hour of CPE credit Field of Study: Accounting Delivery Method: Group Internet Based Program Level: Basic Prerequisites: None Advance Preparation: None Refund Policy: As this session is free of charge, no refunds will be issued Learning Objectives: More information to come. For questions or concerns, please contact Laura Preslar at laura.preslar@elliottdavis.com or 980.201.3172

Financial Services Group Tax Update Webinar

Join us for this webinar where our financial services tax experts will discuss the latest updates affecting the financial services industry. This event will qualify for CPE, more details to follow. Date/Time: October 25, 2023 2 pm- 3 pm ET (1-2 CT) Register   For questions or concerns, please contact Kelley Sanders at kelley.sanders@elliottdavis.com or 803.255.1218

2023 Financial Services Group Risk Management, Compliance, and Internal Audit Forum

Because risk is always present and evolving, pursuing and achieving your institution’s goals can be difficult.  While it is not possible for financial institutions to manage all potential outcomes of a risk, institutions can improve how they adapt to changing circumstances.  Our financial services experts will be addressing risk management, compliance, information technology, and internal audit topics to help your financial institution anticipate and respond to risks. Date/Time: November 16, 2023 10 am- 3 pm ET (9-2 CT)   Register   CPE Information: Up to 4 hours of CPE credit Field of Study: Specialized Knowledge Delivery Method: Group Internet Based […]

2023 Financial Services Group Finance, Accounting and Strategy Forum

Join us Thursday, December 7 for this virtual forum as Elliott Davis team members and friends of the firm will share insights on hot topics affecting the financial services industry. Date/Time: December 7, 2023 10 am- 3 pm ET (9-2 CT)   Register   Up to 4 hours of CPE credit Field of Study: Specialized Knowledge Delivery Method: Group Internet Based Program Level: Basic Prerequisites: None Advance Preparation: None Refund Policy: As this session is free of charge, no refunds will be issued. Learning Objectives: More information to come.   For questions or concerns, please contact Kelley Sanders at kelley.sanders@elliottdavis.com […]