Financial Services Group Finance, Accounting, and Strategy Forum 2025

December 4, 2025 | 10 AM-3 PM ET (9 AM-2 PM CT)

Join us virtually for our annual Financial Services Group Finance, Accounting, and Strategy Forum 2025 on December 4, as Elliott Davis team members and friends of the firm share insights and updates within the financial services industry.

This event will take place from 10:00am – 3:00pm EST, with a break for lunch.

Learning Objectives: Attendees will be able to:

• Demonstrate an understanding of emerging trends in the financial services industry
• Analyze recent developments in accounting and auditing
• Interpret key legal developments impacting financial services
• Gain insights into executive-level decision-making, leadership priorities, and apply them to forward-looking strategic decisions
• Assess best practices in balance sheet optimization to strengthen financial resilience and performance
• Evaluate current federal and state tax policy changes, planning opportunities, and compliance challenges affecting financial institutions

Who Should Attend:

This forum is designed for professionals across the financial services sector who are

driving strategic, financial, and operational excellence, including:

• CEOs
• CFOs
• VPs
• Directors of Finance
• Controllers
• CAOs
• Tax Leaders
• Board Members
• Audit Committee Members

CPE Information:

Continuing Education: Up to 4 hours of CPE Credit (*To earn the full 4.0 credits,

participants must attend a minimum of 200 minutes and respond to a minimum of 12 polls)

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisite: None

Advanced Preparation: None

Refund Policy: As this session is free of charge, no refunds will be issued

For questions or concerns, please contact elliottdavis@elliottdavis.com.

Elliott Davis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.