Financial Services Group Quarterly Accounting and Reporting Update

Join us for our quarterly Financial Services Accounting and Reporting Update Webinar, where key developments and practical insights are shared in a clear, approachable format. The session highlights recent regulatory changes, emerging accounting trends, and common reporting challenges impacting financial institutions.

Submit your questions ahead of time by including them in your registration. Reserve your spot today.

Learning Objectives

• Understand key accounting and financial reporting hot topics impacting financial institutions, including the SEC’s proposed transition from quarterly to semiannual Form 10-Q reporting.
• Assess developments in interest rate and liquidity risk management by evaluating key balance sheet and market drivers, analyzing ALM strategies, and applying regulatory guidance to enhance governance and oversight in changing economic environments.
• Develop insight into evolving credit risk monitoring trends, identify emerging risks facing financial institutions, and apply practical considerations for evaluating those risks within your institution.

Who Should Attend

• Chief Financial Officers (CFOs)
• Controllers and Assistant Controllers
• Chief Accounting Officers (CAOs)
• Financial Reporting Directors and Managers
• Audit and Risk Professionals

Presenters

• Mark Scriven, Shareholder (Host)
• Blake Patterson, Senior Manager
• Nick Goode, Manager
• Maurice Walker, Manager

CPE Information

Continuing Education: 1 hours of CPE credits (*To earn the full 1.0 credit, participants must attend a minimum of 50 minutes and respond to a minimum of 3 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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The information provided in this communication is of a general nature and should not be considered professional advice. You should not act upon the information provided without obtaining specific professional advice. The information above is subject to change.