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Forum 2020: ERM: What We’ve Learned in the Last 5 Years


The last five years have seen a lot of changes in how we experience Enterprise Risk Management (ERM)—from adopting the three lines of defense, to Risk Appetite Statements, to Key Risk Indicator (KRI) monitoring and reporting to the Board. So how do we realize the full potential of these activities while taking ERM to the next level? Attendees of this session will understand how similar organizations have gained value from their ERM programs over the last five years, and how the next wave of activities (such as measuring capital at risk) will keep that momentum moving forward.

Michael Cohn, Principal - WolfPAC Risk Management Solutions

Recorded June 17, 2020
You will receive a link to the recorded session and the presentation within 24-48 hours.
Price:   $99.95
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Forum 2020: Lessons Learned from SEC Inst's Adoption of CECL
 

Non-SEC financial institutions are having to implement the current expected credit loss standard. Joins us to learn some of the best practices and pitfalls to avoid during the implementation process and compare the current state of implementing CECL in community institutions. Key Take-Aways: discover how your institution compares to other community institutions regarding CECL implementation, learn how successful institutions have implemented CECL and learn from implementation horror stories on what not to do. 

Meagan Clark, Director - BKD, LLP 
Gordon Dobner, Partner - BKD, LLP 
Recorded June 15, 2020 
You will receive a link to the recorded session and the presentation within 24-48 hours.
Price:   $99.95
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Forum 2020: Stay Profitable in a Perfect Stom


Profitability is at the heart of any financial institution’s long and short-term strategy. Whether adding value for shareholders, members, or individual stakeholders, the need to provide and increase value is undeniable. Given the perfect storm that the industry has sailed into, including impacts from the COVID-19 pandemic, low and volatile interest rate environment, looming presidential election, and overall economic uncertainty, it is critical to understand what levers most impact performance and value.

n this session, Kaufman Hall finance experts Ken Levey and Bryan Ridgway will share insights to align your profitability and scenario analysis processes to best prepare for and navigate these turbulent times.

Bryan Ridgway, Senior Solutions Engineer of Financial Institutions - Kaufman Hall & Associates, LLC
Recorded June 16, 2020
You will receive a link to the recorded session and the presentation within 24-48 hours.
Price:   $99.95
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Forum 2020: Tax Changes/ Planning Opps Brought on by COVID-19


This session will provide attendees with an overview of COVID-19 tax developments impacting the financial services industry and will be presented in terms that the non-tax-professional can understand. Topics to be discussed include a summary of the CARES Act tax provisions, including tax planning strategies resulting from its enactment, an analysis of the GAAP and regulatory impact of these tax law changes, an up-to-date summary of Treasury and IRS guidance offering tax relief and a summary of significant industry issues, including the impact of certain acquisition structures on the tax-exempt status of bank-owned life insurance (“BOLI”).

David Thorton, Partner - Crowe LLP

Recorded June 15, 2020
You will receive a link to the recorded session and the presentation within 24-48 hours.
Price:   $99.95
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Forum 2020: The Holy Grail: Integrate ALM w/ Budget-Planning


For as long as banks have been running Asset/Liability Management systems, they have asked vendors for an integrated Budgeting and ALM platform. please join Empyrean Solutions to learn about what the issues are and how they are accomplishing this long-needed integration. Learn about the differences and similarity between the two practices and how it could help you have more accurate budgets and eliminate the need to reconcile the two systems.

Ken Levey, Managing Director and Bryan Ridgway, Senior Sales Engineer - Empyrean Solutions

Recorded June 14, 2021
You will receive a link to the recorded session and the presentation within 24-48 hours.
Price:   $99.95
Quantity:  


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Forum 2021: 2021 Tax Changes and their Impact on Your FI


With every change in presidential administration comes the possibility of significant tax law amendments. President-elect Biden’s proposed tax plan suggests a large overhaul of the current regulations, and institutions need to begin assessing the necessary tax planning opportunities to align with the possible new laws. The market is predicting that Biden’s proposed tax plan will significantly reverse much of President Trump’s tax act set in 2017 - meaning that taxes will likely increase, and institutions will have to plan accordingly. In this session, we’ll take a look at what might occur after the enaction of Biden’s plan (though subject to change), how you should prepare for these amendments, and strategies to handle tax reform reductions.

Charles J. Frago, CPA, Principal - Wolf & Company, P.C.

Recorded June 14, 2021
You will receive a link to the recorded session and the presentation within 24-48 hours.
Price:   $99.95
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Forum 2021: Balance Sheet Strategies vs. Tactics


There are effective tactics worth examining and executing in today’s rate environment and economic landscape. But don’t get comfortable that you have set a strategy simply by executing tactics. Scott Hildenbrand will cover a series of current themes, including liquidity, balance sheet efficiency, securities, derivatives, and capital. He will present advantageous tactics and longer-term strategy while highlighting the impact on asset/liability sensitivity.

Scott Hildenbrand, Managing Director and Head of Piper Sandler Financial Strategies - Piper Sandler

Recorded June 15, 2021
You will receive a link to the recorded session and the presentation within 24-48 hours.
Price:   $99.95
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Forum 2021: Banking in the Biden Administration


Banking will face a net set of challenges over the next four years beyond those created by technological and other market forces. As new regulators take their seats in 2021, along with a new Congress, they could significantly recalibrate the goals and regulation of American finance. This panel of industry experts will explore the issues that the Biden Administration will tackle, including capital, liquidity, ESG, CFPB enforcement, postal banking, COVID-19 relief, and fintech products and charters.

General Session Panel

Recorded June 14, 2021
You will receive a link to the recorded session and the presentation within 24-48 hours.
Price:   $99.95
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Forum 2021: Be Squared Away - Create Operating Discipline


This session will focus on serving financial Institutions’ four primary stakeholders: employees, customers, shareholders (if applicable) and communities. Jeff Marsico will provide insight and make a case that serving all is not a zero sum game, because an institution that builds a culture of operating discipline and follows stakeholder primacy can outperform peers over the long-term.

Jeffrey Marsico, Executive Vice President - The Kafafian Group, Inc.

Recorded June 15, 2021
You will receive a link to the recorded session and the presentation within 24-48 hours.
Price:   $99.95
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Forum 2021: CECL - Perspectives for those yet to adopt


Now as the more complex institutions have adopted CECL, many yet to adopt continue to weigh their options. This session is intended to provide an industry overview as to what we have seen to date as well as perspectives for focusing in on how the community institution yet to adopt can do so in a pragmatic fashion.

Ryan Abdoo, Partner - Plante Moran

Recorded June 14, 2021
You will receive a link to the recorded session and the presentation within 24-48 hours.
Price:   $99.95
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