As industry uncertainty continues, it’s critical to seek timely insight and respond quickly to emerging trends and risks.
You can’t afford to be in the dark – which is why you can’t afford to miss the 2024 Crowe Financial Services Conference. Let our team help you guide your institution through current industry volatility.
Registration and welcome
As one of the most highly regulated industries on the forefront of digital transformation, banking is never boring. And neither is this session, which offers a fast-paced, fun look at hot topics in banking. Crowe subject-matter specialists will highlight recent accounting and regulatory requirements and operational best practices.
By the end of this session, attendees will be able to:
Field of study: Accounting
CPE hours: 1.0
Program level: Basic
Prerequisite: None
Advance preparation: None
As one of the most highly regulated industries on the forefront of digital transformation, banking is never boring. And neither is this session, which continues Industry Trivia 1’s fast-paced, fun look at hot topics in banking. Crowe subject-matter specialists will highlight recent accounting and regulatory requirements and operational best practices.
By the end of this session, attendees will be able to:
Field of study: Tax
CPE hours: 1.0
Program level: Basic
Prerequisite: None
Advance preparation: None
Tabletop simulations are an effective way to practice crisis response and operational recovery capabilities and help elevate preparedness by equipping response team members to better safeguard their organization from the financial, reputational, legal, and operational impacts resulting from an incident of any kind.
In this session, we will walk through a fictional, tailored scenario – and the challenges resulting from the scenario – in a relaxed, low-stress atmosphere while fostering collaborative conversation and exploring critical decision-making throughout the evolution of the crisis.
By the end of this session, attendees will be able to:
Field of study: Information technology – technical
CPE hours: 1.0
Program level: Basic
Prerequisite: None
Advance preparation: None
Tabletop simulations are an effective way to practice crisis response and operational recovery capabilities and help elevate preparedness by equipping response team members to better safeguard their organization from the financial, reputational, legal, and operational impacts resulting from an incident of any kind.
In this continuation from Part 1, we will walk through a fictional, tailored scenario – and the challenges resulting from the scenario – in a relaxed, low-stress atmosphere while fostering collaborative conversation and exploring critical decision-making throughout the evolution of the crisis.
By the end of this session, attendees will be able to:
Field of study: Information technology – technical
CPE hours: 1.0
Program level: Basic
Prerequisite: None
Advance preparation: None
Registration, breakfast, and welcome
As organizations’ development, delivery, and adoption of AI increases, there is greater emphasis on the need for strong governance. This session will enhance participants’ understanding of the frameworks, expectations, and roles and responsibilities related to managing risks when using AI models.
This session will help increase awareness and support the establishment of strong governance structures within attendees’ organizations.
By the end of this session, attendees will be able to:
Field of study: Information technology – technical
CPE hours: 1.0
Program level: Basic
Prerequisite: None
Advance preparation: None
This session will examine accounting topics facing clients in 2024 in light of current economic conditions. It also will address what some organizations have been working through related to their strategic investments as well as new accounting standards.
By the end of this session, attendees will be able to:
Field of study: Accounting
CPE hours: 1.0
Program level: Basic
Prerequisite: None
Advance preparation: None
This session will focus on the latest accounting and financial reporting developments of interest to financial institutions, covering recent developments from the Financial Accounting Standards Board, the Securities and Exchange Commission, the Public Company Accounting Oversight Board, the American Institute of Certified Public Accountants, and the federal financial institutions regulators.
By the end of this session, attendees will be able to:
Field of study: Accounting
CPE hours: 1.0
Program level: Basic
Prerequisite: None
Advance preparation: None
This session will continue Part 1’s focus on the latest accounting and financial reporting developments of interest to financial institutions, covering recent developments from the Financial Accounting Standards Board, the Securities and Exchange Commission, the Public Company Accounting Oversight Board, the American Institute of Certified Public Accountants, and the federal financial institutions regulators.
By the end of this session, attendees will be able to:
Field of study: Accounting
CPE hours: 1.0
Program level: Basic
Prerequisite: None
Advance preparation: None
As organizations mature and grow in size and complexity within a rapidly changing environment, there is an increasing emphasis on the need for strong governance. This session will enhance participants’ understanding of the Three Lines of Defense model, their roles and responsibilities within it, and the importance of collaborating and coordinating to effectively manage risks. This will help establish strong governance structures within attendees’ organizations.
By the end of this session, attendees will be able to:
Field of study: Specialized knowledge
CPE hours: 1.0
Program level: Basic
Prerequisite: None
Advance preparation: None
This session will focus on the latest accounting and financial reporting developments for current expected credit loss (CECL) model refreshes.
By the end of this session, attendees will be able to:
Field of study: Specialized Knowledge
CPE hours: 1.0
Program level: Basic
Prerequisite: None
Advance preparation: None
This session will cover how high interest rates affect the approach to tax planning for financial institutions, including strategies that can directly reduce income tax liabilities and income tax expenses as well as those that maximize the deferral of income tax payments. In addition, this session will address recent federal tax developments affecting the financial services industry and how they might affect corporate tax returns and financial statements. All topics will be presented in terms that the non-tax professional can understand.
By the end of this session, attendees will be able to:
Field of study: Tax
CPE hours: 1.0
Program level: Basic
Prerequisite: None
Advance preparation: None
Meet our financial services specialists and your industry peers in a city near you. Register for the 2024 Crowe Financial Services Conference.
Cost for in-person attendance: $150
Note: Discounted rooms are available for registrants needing overnight accommodation. Information will be included as part of the registration process.
Who should attend: CEOs, CFOs, finance directors, audit committee members, controllers, board members, supervisory committee members, and risk and compliance professionals at banks, credit unions, and financial services companies
Advance preparation: None
Prerequisites: None
Program level: Basic
Delivery method: Live group
Field of study: Accounting, tax, and specialized knowledge
This event is recommended for a maximum of 11.0 hours of CPE credit.