2026 Financial Institutions Conference: Morning Sessions
Available Until
Online
4.40 Credits
Member Price $209.00
Non-Member Price $259.00
Overview
Sessions covered in this On-Demand replay of the Financial Institutions Conference:
A Guide to the Markets
What does the crystal ball predict about the new administration's government policy, the economy and the U.S. equity and fixed-income markets? This session will provide forecasts for 2026 GDP, Fed policy, interest rates and investment opportunities.
Building the Next Generation of Financial Services with Digital Assets
This session will explore the next frontier of financial services, break down the shift toward digital assets -- including stablecoins and tokenized payments -- and demonstrate real-world use cases that are changing the way individuals and organizations interact with money.
Rethinking Credit Union Profitability: From Branch Performance to Channel Economics
Traditional branch level profitability models often rely on assigning members to a single "home" branch -- an increasingly arbitrary and misleading assumption in today's environment where members interact through multiple digital and physical channels. In this session, you will be introduced to a modern profitability framework that evaluates performance through channels, not branches. You will learn how shifting to a channel based model more accurately reflects real member behavior, improves decision making, aligns financial reporting with strategic priorities and provides clearer insight into which delivery channels truly drive value. You will leave with actionable methods to update your internal reporting, enhance transparency and better support strategic planning across your lending, retail and digital teams.
Tax & Accounting
This timely session will review recent GAAP and federal and state tax law changes and their impact on financial reporting. You'll also get an overview of enacted and proposed changes for 2026 and beyond -- along with guidance on how your accounting teams can start preparing now.
NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Leader(s):
Leader Bios
Alexander Eben, Audit Manager, Baker Tilly
Alex Eben is a manager in public accounting with experience serving financial institutions, including banks and other lending institutions, as well as asset managers and investment funds. Alex specializes in accounting and auditing matters under US GAAP, including complex valuation, investment accounting, credit loss considerations, and internal control over financial reporting (ICFR). He has worked extensively on audits involving lending activities, capital markets transactions, and investment company reporting, and regularly advises clients on emerging accounting and regulatory developments impacting financial institutions
Jordan Jackson, Executive Director, Global Market Strategist, J.P. Morgan Asset Management
Jordan Jackson, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jordan is responsible for delivering timely market and economic commentary to clients across the country and is a frequent guest on Bloomberg, CNBC, and other financial news outlets.
He has authored several papers on the economy and markets, with a focus on public fixed income and monetary policy, and is often quoted in the financial press. In addition, Jordan is responsible for conducting research on the global economy and capital markets as well as publications such as the Guide to the Markets and weekly blog posts.
An employee since 2015, prior to his role on Global Market Insights, he worked on the Global Consultant Strategy Group based in New York where he was responsible for serving the investment needs of institutional asset management consultants in North America and Canada.
He earned a B.A. in African-American Studies from the University of Virginia and holds Series 7 and 63 licenses.
Mike Seifert, President, Block Time Financial
Mike is a technology leader and fintech veteran leading the development of enterprise-ready digital asset and tokenization infrastructure as the President of Wisconsin-based Block Time Financial. With a 25-year career in enterprise software – including 15 years at Fiserv – he specializes in bridging the gap between traditional finance and blockchain innovation. Mike is an expert in Digital Asset Strategy, Digital Product Innovation, and Enterprise Risk Management (ERM), focusing on “industry-first” solutions like the Digital Core Platform to modernize financial services.
Nikola Schaumberg, CFO, Fox Communities Credit Union
Niki Schaumberg serves as the Chief Financial Officer of Fox Communities Credit Union, a $3.4 billion financial cooperative serving more than 130,000 members across Northeast Wisconsin. With over 25 years of experience in accounting, finance, and strategic leadership, she oversees the credit union’s financial performance, asset liability management, budgeting, data analytics, and enterprise wide profitability strategies. Niki is known for modernizing Fox Communities’ finance function—leading initiatives that strengthen financial resilience, enhance data driven decision making, and support long term member value. She recently spearheaded transformational work in profitability modeling, margin planning, and enterprise analytics, including the development of a custom profitability framework used across lending and retail leadership teams. Before joining Fox Communities Credit Union, Niki held progressive leadership roles at Westbury Bank, FFBW, KPMG, and nonprofit organizations, giving her a broad perspective across financial services. She is a Certified Public Accountant and a graduate of the UW–Madison Graduate School of Banking.
Niki is an active contributor to the credit union movement through her involvement in the Financial Managers Society, where she has served in multiple leadership positions. She is also dedicated to community service, having volunteered extensively with organizations including the Kiwanis Club of Waukesha and Meals on Wheels. She is actively involved in community service as Treasurer and Board Member of Casa Segura de Dios in Milwaukee and as a Finance Committee member for LEAVEN in the Fox Valley.
A champion of continuous improvement, team development, and financial stewardship, Niki brings a pragmatic and forward looking approach to the finance challenges facing credit unions today.
Tanya Thomas, Tax Principal, Baker Tilly
Tanya is lead bank and capital markets tax principal of Baker Tilly. Tanya has over 30 year’s experience in public and private corporate taxation and accounting. She specializes in ASC740, SEC tax reporting and regulatory reporting for financial services, including banking institutions, nontraditional lenders, mortgage originators, loan servicers, broker-dealers and insurance companies
Non-Member Price $259.00
Member Price $209.00