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Thank you to those who were able to attend the Financial Services Group Risk Management, Compliance & Internal Audit Forum webinar on November 16th. We hope you found the information valuable and educational. Please note, for those eligible for CPE, certificates will be emailed within 30 days.
You can view the webinar replay below. CPE credit will not be available for watching the replay.
Please free to contact us as you navigate the complexities of the ever-changing business environment.
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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.


The FFIEC has updated its IT examination guidelines, expanding the Development, Acquisition, and Maintenance (DA&M) booklet and retiring the Cybersecurity Assessment Tool (CAT) by August 31, 2025. Financial institutions must now enhance IT risk management and adopt alternative cybersecurity frameworks like NIST 2.0 and CISA Cybersecurity Performance Goals to stay compliant.