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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.
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.


This article provides a guide for financial institutions to establish Model Risk Management programs, covering governance, compliance with SR 11-7, model inventory, risk assessments, and validation processes.


In anticipation of the US presidential administration transition, this webinar covers a variety of topics including expiring TCJA provisions, accounting methods, individual, trust, and estate tax implications, international tax, and tariffs and trade.