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Financial Services Finance, Accounting, and Strategy Forum

12/08/2021 @ 10:00 am - 3:00 pm

Join us Wednesday, December 8th for this virtual forum, as we provide clarification on the latest financial institution hot topics related to CECL adoption, ESG considerations, impacts of Guide 3 updates, improving ALCO meetings, tax legislative changes, tax planning for 2022, and more.


Learning Objectives
• Identify key steps to complete before CECL adoption
• Discuss ESG preparation and disclosure considerations
• Discuss safety & soundness as well as big picture exam issues with Scotty Duncan from the OCC
• Consider impacts of updates to Guide 3
• Recognize which part of the yield curve is relevant for your institution to improve plan for exposures and equity at risk
• Discuss recent successful M&A transactions that drive growth
• Discuss recent capital raises that support growth
• Get more from ALCO – learn to turn these meetings from mundane approvals to proactive strategy sessions
• Identify tax legislative changes and tax planning for 2022
• Learn about strategic areas of focus from peer bank executives


CPE Credit Information
Continuing Education: Up to 4 CPE Credit Hour, Field of Study – Specialized Knowledge
Course Level: Basic
Delivery Method: Group Internet Based
Prerequisite: None
Advanced Preparation: None
Cost: Free
Refund Policy: As this event is free of charge, no refunds will be issued


For questions or concerns, contact Kelley Pettus Sanders | kelley.sanders@elliottdavis.com





10:00 am - 3:00 pm
Event Category:


Financial Services