Financial Institutions Conference Livestream

Financial Institutions Conference Livestream

Financial Institutions Conference Livestream

Overview

Attend this year’s Financial Institutions Conference to hear from local and national experts as they address important topics and issues affecting financial institutions, including regulation changes, accounting and tax updates, the economy, the impacts of COVID-19 on compliance monitoring, model validation, Nacha’s ACH Contact Registry, ethics and decision making, and more.

It’s essential for financial institution professionals to not only acknowledge these disruptions, but to adapt and remain current, which is why CPAs, CEOs, presidents, vice presidents, CFOs, controllers, directors, managers and other staff in important roles affecting financial institutions will benefit greatly by attending.

COVID-19 Notice: For the safety of attendees, presenters, staff and vendors, this year’s Financial Institutions 
Conference will be presented online via WICPA CPE Livestream.

8.0 CPE Credits

Registration

Registration is open through 05/21. Register by 05/07 for Early Bird Pricing.

Member Price

$329 / $299 Early-Bird pricing ends on 05/07/2021. / $279 Super Early-Bird pricing ends on 04/21/2021.

Nonmember Price

$429 / $399 Early-Bird pricing ends on 05/07/2021. / $379 Super Early-Bird pricing ends on 04/21/2021.

Student Price

$30

Friday, May 21

8:00am to 4:35pm (Check-In 8:00am)

Add to Calendar

Online

Agenda

Friday, May 21st

8:00AM TO 8:10AM / General Session

Angela Thomas, Expenditure & Revenue Accounting Section Chief, Wisconsin Department of Natural Resources

8:10AM TO 9:10AM / General Session

George Heyman, Professor Emeritus of Accounting & Economics, Oakton Community College

Joseph Schumpeter once said that the economy is never stationary and is always evolving. In this practical discussion of the economy, we will explore some of the events and conditions that got us here. It is important to understand how demographics, the political environment and trade considerations all impact the economy.

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9:25AM TO 10:25AM / General Session

Sheila Fisher, Senior Manager, Wipfli LLP

Traci Hollister, Partner, Wipfli LLP

Brace yourself. The audit and accounting world will continue to bring challenges and change. This session will address how the current environment calls for revisiting unique accounting issues of the past – while also digesting new standards with effective dates throughout 2021 and beyond.

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10:40AM TO 11:40AM / General Session

James Jarrett, Firm Director, Baker Tilly

Financial institutions need to look internally at their compliance monitoring programs and reevaluate processes, procedures and controls to ensure compliance in a COVID-19 banking environment. Enhanced compliance monitoring should be completed based on risk. In most financial institutions, this will include enhanced fair lending and monitoring of the Community Reinvestment Act, unfair, deceptive or abusive acts or practices, the Fair Credit Reporting Act and the Fair Accurate Credit Transactions Act. This presentation will discuss in detail the steps to ensure regulatory compliance and enhance monitoring within financial institutions.

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12:10PM TO 1:00PM / General Session

James Jarrett, Firm Director, Baker Tilly

Over the past year, one of the most commonly cited areas of examiner criticism is about the concept of sound model risk management. Model validation has been a significant requirement of the regulators over the past several years and the expectation of validation is increasing. Regulatory examination bodies have added model specialists, released supervisory guidance and increased regulatory enforcement actions related to sound and effective management of model risk. Improving the efficiency of implemented models is an ongoing exercise, and this session will walk through the components of a model validation and the keys to effective model risk management.

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1:15PM TO 2:15PM / General Session

Jessica Mac Naughton, Partner, Wipfli LLP

The session will address how the new tax laws will impact your operations and how you can have tax laws work for you.

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2:30PM TO 3:20PM / General Session

Michele Barlow, Senior Vice President, Macha/PAR

Nacha’s ACH Contact Registry opened for business on July 1, and within a matter of days, there were success stories to tell. This registry provides financial institutions of all sizes access to a database of information so they can reach their fraud and operations counterparts at other institutions. After all, the goal of the ACH Contact Registry is to make it easy to find help at another financial institution, eliminating a major pain point and helping financial institutions combat financial crimes. This session will cover how this valuable tool can help us all.

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3:35PM TO 4:35PM / General Session

George Heyman, Professor Emeritus of Accounting & Economics, Oakton Community College

In this practical guide to an ethical culture, we will explore underlying principles that can lead to better ethical decisions. The session will also cover the importance of understanding the different ethic requirements of CPAs in private and public practice, including the types of conflicts, threats and safeguards to independence.

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4:35PM TO 4:40PM / General Session

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