Financial Services Group Finance, Accounting, and Strategy Forum

Join us for Elliott Davis’s annual Financial Services Group Finance, Accounting, and Strategy Forum, a year-end program designed to help financial services leaders understand the trends, issues, and opportunities shaping the year ahead. This forum will bring together Elliott Davis professionals and industry voices to discuss key developments across M&A, purchase accounting, artificial intelligence, SEC and regulatory updates, industry trends, and human capital strategy.

Throughout the program, participants will hear practical perspectives on the forces influencing today’s financial services environment, including how institutions are approaching strategic transactions, navigating purchase accounting considerations, evaluating AI opportunities and risks, and preparing for evolving SEC expectations. The forum will also explore best practices going forward, including how leaders can strengthen decision-making, align talent and growth strategies, and position their organizations for success in the coming year.

Learning Objectives

Attendees will be able to:

• Discuss current M&A trends impacting financial institutions, including strategic considerations for buyers and sellers.
• Identify key purchase accounting considerations and related financial reporting implications for transactions.
• Interpret recent SEC updates and regulatory developments relevant to financial services organizations.
• Recognize emerging industry trends and best practices that may influence strategic planning and operational priorities.
• Assess how bank valuations compare to the outlook for profitability, with emphasis on funding trends, deposit costs, loan growth, and credit quality.
• Examine practical AI use cases, risks, and governance considerations across finance, accounting, operations, and risk functions.
• Evaluate the human capital mindset shifts needed when adopting AI, including leadership alignment, talent readiness, culture change, and organizational readiness for new ways of working.

Who Should Attend

This forum is designed for professionals across the financial services sector who are responsible for driving strategic, financial, operational, regulatory, and people-focused priorities, including:

• CEOs, presidents, and executive leaders
• CFOs, controllers, CAOs, and finance leaders
• Board members and audit committee members
• Strategy, operations, and risk leaders
• Human resources and human capital leaders
• Accounting, reporting, compliance, and internal audit professionals
• Leaders involved in M&A, purchase accounting, AI adoption, SEC reporting, or organizational transformation

CPE Information

Continuing Education: Up to 4 hours of CPE credits (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.

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