Fintechs have found many strengths through innovative approaches that serve an eager and growing customer base. However, maintaining success often requires navigating complex regulatory, compliance, and operational issues.
In this webinar series, Crowe specialists will discuss keys to addressing regulatory scrutiny and forging healthy bank-fintech partnerships.
Each session of this series is recommended for up to 1.0 hour of CPE credit.
Advance preparation: None
Prerequisites: None
Program level: Overview
Field of study: Varies by session
Delivery method: Webinar (group internet based)
This series is recommended for 3.5 hours of CPE credit.
There is no fee to participate in this event; therefore, there is no cancellation fee.
Led by Clayton Mitchell, this series features a variety of Crowe financial services specialists. Certain webinars will also offer additional insights from invited guest speakers.
Representatives from fintechs and financial services organizations
For additional information on this event, please contact Jonathan Losey.
Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the presentation. Crowe is unable to grant CPE credit for groups viewing the webinar.
Evaluating supervisory actions in bank-fintech partnerships
Watch the webinar recording
Hosts:
Clayton Mitchell, Managing Principal, Fintech
Mandi Simpson, Partner, Accounting Advisory
Mary Harbaugh, Senior Manager, Consulting
Kirsten Muetzel, Founding Principal, KLM Advisory LLC
Fintech trends in M&A, AI, and income tax
Watch the webinar recordingHosts:
Clayton Mitchell, Managing Principal, Fintech
Kevin Brand, Partner, Consulting
Cody Lewis, Partner, Tax
David Moncure, Principal, Consulting
Bank-Fintech Partnerships Update, Importance of SOC Reporting, and Data Management for Enabling AI
Tuesday, October 29, 2024
Watch the webinar recording
Presenters/hosts:
Clayton Mitchell, Managing Principal, Fintech
Mandi Simpson, Partner, Accounting Advisory & Finance Transformation Leader
Vikas Sharma, Principal, Audit & Assurance
Trent Teister, Consulting
