CPE Credit Event
$95 registration fee per person
You must cancel by July 21 for a full refund.
Invoices will be generated upon registration. Checks should be made payable to "Crowe Horwath LLP" and can be mailed to:
Crowe Horwath LLP
3399 Peachtree Road NE, Suite 700
Atlanta, GA 30326
Tuesday, July 31, 2018
3211 Odyssey CourtNaperville, IL 60563
10 a.m.-2:20 p.m.: Speakers and Lunch
2:20-4:30 p.m.: Reception and Topgolf
CFOs, controllers, and accounting and risk personnel at financial services organizations
Recommended for up to 4 hours of CPE credit.
Additional CPE InformationPrerequisites: NoneAdvanced preparation: NoneProgram level: OverviewRecommended Field of study: 1.0 Audit
2.0 Specialized knowledge
10-10:50 a.m., Tax Reform
Brett Labelle, partner, Crowe Horwath LLP
This session will provide an overview of federal tax reform initiatives and offer planning strategies aimed at maximizing the benefit of a federal income tax rate reduction. As a result of attending this session, participants should be able to describe the financial statement impact of a corporate tax rate reduction and identify associated planning strategies.
10:50-11:40 a.m., Legal Overview
TBD, attorney, Barack Ferrazzano Kirschbaum & Nagelberg LLP
This session will offer a legal overview of current national and local regulatory and governance issues affecting the banking industry. As a result of attending this session, attendees should be able to advise their organizations on emerging regulatory, governance, and legal issues in order to more effectively manage risks arising in those areas.
11:40 a.m.-12:40 p.m., Lunch
12:40-1:30 p.m., Audit Hot Topics
Andy Gripp, partner, Crowe Horwath LLP
This session will focus on the latest accounting and financial reporting developments of interest to financial services companies, covering recent developments from the FASB, the SEC, the Public Company Accounting Oversight Board (PCAOB), and the Federal Financial Institutions Examinations Council (FFIEC), as well as the developments’ likely impact on financial institutions. As a result of attending this session, participants should be able to interpret and apply final accounting standards and changes in financial reporting for financial services companies.
1:30-2:20 p.m., Risk Regulatory Topics of Interest
Bob Farrar, partner, Crowe Horwath LLP
This session will provide an update on emerging regulatory topics and current focus areas for federal regulators in safety and soundness examinations. Topics include but are not limited to: update on regulatory reform efforts, enhanced supervisory standards, third-party risk, and internal audit. As a result of attending this session, participants should be able to describe the risks affecting the industry, assess the regulators’ focus on risk, implement best practices for assessing and mitigating risk, and document documenting consideration of risks, from a strategic perspective.
2:20-4:30 p.m., Reception, Group Discussion and Topgolf
Join your peers for networking and group discussion over a round of Topgolf – a point-scoring game for all experience levels using microchipped golf balls and a 240-yard outfield with dartboard-like targets.
Space is limited at this live group event. For more information, please contact Laura Snyder or call +1 404 442 1637.
3211 Odyssey Court
Naperville, IL 60563
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In accordance with applicable professional standards, some firm services may not be available to attest clients.
© 2018 Crowe Horwath LLP, an independent member of Crowe Horwath International.
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