2025 Financial Institutions Conference: Morning Sessions
Presenters
Lindsey Sabelko,
Partner,
Wipfli LLP
Jordan Jackson,
Executive Director, Global Market Strategist,
J.P. Morgan Asset Management
David Twomey,
Senior Manager,
Baker Tilly
Bart Smith,
Managing Director & Partner,
Performance Trust Capital Partners, LLC
Brett Schwantes,
Director,
Wipfli LLP
Overview
Sessions covered in this On-Demand replay of the Financial Institutions Conference:
Economic & Financial Markets Outlook
What does the crystal ball predict about the new administration's government policy, the economy, and our U.S. equity and fixed-income markets? This session will provide forecasts for 2025 GDP, Fed policy, interest rates and investment opportunities in the fixed-income markets.
Navigating Current Tax Developments & Accounting Changes
Stay ahead of the curve with the latest tax developments and tax planning strategies. This session covers recent tax law changes, their potential impact on the industry and steps to ensure compliance. Upcoming accounting changes will also be reviewed, including FASB's project on purchased financial assets. Gain practical insights on tax planning, regulatory updates and strategies to keep your business compliant and proactive in an evolving landscape.
AML in Fintech: Compliance & Risk Management Essentials
This session will explore the risks associated with fintech companies and their banking partners in the context of the Bank Secrecy Act and anti-money laundering regulations. Learn how fintechs can effectively manage compliance risks, implement robust AML programs and navigate the regulatory landscape.
Leveraging the Changing Regulatory Environment
One of the biggest obstacles to bank performance is regulatory constraints. Understanding and actively managing those constraints can create real strategic advantages for a knowledgeable organization. In this session, a former senior official with the FDIC, will share insider tips and insights into how to manage risk and regulation in the current examination environment. Gain clarity around common misconceptions as the key issues that are top of mind for your examiners are explored.
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.
