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December 11, 2025

Financial Services Group Finance, Accounting, & Strategy Forum Replay

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In this replay of our annual December forum, our panelists, including both Elliott Davis team members and friends of the firm, discuss the trends and best practices that shaped our industry this year and review developments poised to drive change in the year to come. Whether you're leading strategy, finance, or operations, this forum offers the insights and guidance needed to help your institution thrive in 2026.

Our speakers addressed the following topics:

  • Emerging trends in the financial services industry
  • ‍Recent developments in accounting and auditing
  • Key legal developments impacting financial services
  • Best practices in balance sheet optimization
  • Updates on current federal and state tax policy changes, planning opportunities, and compliance challenges affecting financial institutions

You can find the slides for each presentation here: Welcome & Intro Slides, Audit & Assurance Hot Topics, Tax Hot Topics, Balance Sheet Management.

CPE credit will not be available for watching the replay.

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.

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