Multiple Dates

Join us at the ballpark this baseball season for one of five events designed to combine the benefits of educational meetings with peer networking for financial institution industry professionals.

Event Details

CPE Credit Event

Dates/Times/Locations

1:30-5 p.m. local time: Speakers
5-7 p.m. local time: Dinner and group discussion
7-10:30 p.m. local time: Baseball game and networking

Who Should Attend

CFOs, controllers, and accounting and risk personnel at financial institutions

Contact Information

Space is limited at this live group event. For more information, please email Laura Snyder or call +1 404 442 1637.

Continuing Professional Education

This program is recommended for up to four CPE hours.
Additional CPE Information

Program
Overview

Recommended Fields of Study
2.0 Accounting
1.0 Specialized knowledge
1.0 Tax

There are no course prerequisites, and no preparation is required. An $85 registration fee is required for attending this course. You must cancel 10 days prior to the event for a full refund. No-shows will be billed.  

Payment

Please mail checks payable to Crowe Horwath LLP to:
Laura Snyder
Crowe Horwath LLP
3399 Peachtree Road N.E., Suite 700
Atlanta, Georgia  30326-2832

Locations

April 25, 2017
1:30-10:30 p.m. Central

Globe Life Park
1000 Ballpark Way
Arlington, TX 76011
Texas Rangers vs. Minnesota Twins (7:05 p.m.)

Register Now

Speakers and Sessions

1:30-2:20 p.m., Financial Reporting and Accounting Developments
Mark Shannon, managing director – Crowe Horwath LLP

This session will focus on the latest accounting and financial reporting developments of interest to financial institutions including developments from the Financial Accounting Standards Board (FASB) and Securities & Exchange Commission (SEC). As a result of attending this session, participants should be able to describe financial reporting developments in process and how final standards apply to their organizations.

2:20-3:10 p.m., Practical Implementation Observations of the FASB’s Current Expected Credit Loss (CECL) Model
Chad Kellar, partner – Crowe Horwath LLP

This session will cover practical implementation of the CECL model, focusing on two key areas: risk identification and data inventory. Upon completion of this session, participants should be able to assess their organization’s status with respect to the FASB’s standard on credit losses.

3:20-4:10 p.m., Tax Developments, including the Latest on Tax Reform
Tom Tyler, partner – Crowe Horwath LLP

Gain a practical, real-world perspective on recent and anticipated tax developments that affect financial institutions. Topics are expected to include issues that emerge as a result of the recent presidential election and administration changes. Participants should be able to interpret, analyze, and more effectively apply these expected tax law changes at their institutions.

4:10-5 p.m., Preparing Your Community Bank for BSA/AML Compliance
Moe Elkadri – Crowe Horwath LLP
Get up to speed with respect to examiner expectations for community banks for Bank Secrecy Act and anti-money laundering compliance. Learn how changes to these regulations affect your policies, procedures, and disclosures. Participants should be able to assess their organization’s risks and develop practical approaches to implementation and prevention. 
May 16, 2017
1:30-10:30 p.m. Eastern

PNC Park
115 Federal Street
Pittsburgh, PA 15212
Pittsburgh Pirates vs. Washington Nationals (7:05 p.m.)

Register Now

Speakers and Sessions

1:30-2:20 p.m., Financial Reporting and Accounting Developments
Sydney Garmong, partner – Crowe Horwath LLP

This session will focus on the latest accounting and financial reporting developments of interest to financial institutions including developments from the Financial Accounting Standards Board (FASB) and Securities & Exchange Commission (SEC). As a result of attending this session, participants should be able to describe financial reporting developments in process and how final standards apply to their organizations.  

2:20-3:10 p.m., Practical Implementation Observations of the FASB’s Current Expected Credit Loss (CECL) Model
Jim Romask, partner and Jim Oleff – Crowe Horwath LLP

This session will cover practical implementation of the CECL model, focusing on two key areas: risk identification and data inventory. Upon completion of this session, participants should be able to assess their organization’s status with respect to the FASB’s standard on credit losses.

3:20-4:10 p.m., Tax Developments, including the Latest on Tax Reform
Jim Slivanya, partner – Crowe Horwath LLP

Gain a practical, real-world perspective on recent and anticipated tax developments that affect financial institutions. Topics are expected to include issues that emerge as a result of the recent presidential election and administration changes. Participants should be able to interpret, analyze, and more effectively apply these expected tax law changes at their institutions.

4:10-5 p.m., Preparing Your Community Bank for BSA/AML Compliance
George Kunkel, managing director – Crowe Horwath LLP

Get up to speed with respect to examiner expectations for community banks for Bank Secrecy Act and anti-money laundering compliance. Learn how changes to these regulations affect your policies, procedures, and disclosures. Participants should be able to assess their organization’s risks and develop practical approaches to implementation and prevention.
May 19, 2017
1:30-10:30 p.m. Eastern

SunTrust Park
1100 Circle 75 Parkway SE
Atlanta, GA 30339
Atlanta Braves vs. Washington Nationals (7:35 p.m.)

Register Now

Speakers and Sessions

1:30-3:10 p.m., Practical Implementation Observations of the FASB’s Current Expected Credit Loss (CECL) Model
Chad Kellar, partner and Scott Hunley – Crowe Horwath LLP

This session will cover practical implementation of the CECL model, focusing on five key areas: risk identification, data inventory, resource capabilities, enabling technology, and governance and oversight. Upon completion of this session, participants should be able to assess their organization’s status with respect to the FASB’s standard on credit losses.

3:20-4:10 p.m., Tax Developments, including the Latest on Tax Reform
Michael Giammalvo, partner – Crowe Horwath LLP

Gain a practical, real-world perspective on recent and anticipated tax developments that affect financial institutions. Topics are expected to include issues that emerge as a result of the recent presidential election and administration changes. Participants should be able to interpret, analyze, and more effectively apply these expected tax law changes at their institutions.

4:10-5 p.m., Preparing Your Community Bank for BSA/AML Compliance
Ralph Wright, principal – Crowe Horwath LLP

Get up to speed with respect to examiner expectations for community banks for Bank Secrecy Act and anti-money laundering compliance. Learn how changes to these regulations affect your policies, procedures, and disclosures. Participants should be able to assess their organization’s risks and develop practical approaches to implementation and prevention.
June 26, 2017
1:30-10:30 p.m. Pacific

AT&T Park
24 Willie Mays Plaza
San Francisco, CA 94107
San Francisco Giants vs. Colorado Rockies (7:15 p.m.)

Register Now

Speakers and Sessions

1:30-3:10 p.m., Practical Implementation Observations of the FASB’s Current Expected Credit Loss (CECL) Model
Kevin Brand – Crowe Horwath LLP

This session will cover practical implementation of the CECL model, focusing on five key areas: risk identification, data inventory, resource capabilities, enabling technology, and governance and oversight. Upon completion of this session, participants should be able to assess their organization’s status with respect to the FASB’s standard on credit losses.

3:20-4:10 p.m., Tax Developments, including the Latest on Tax Reform
Jim Goeller, partner – Crowe Horwath LLP

Gain a practical, real-world perspective on recent and anticipated tax developments that affect financial institutions. Topics are expected to include issues that emerge as a result of the recent presidential election and administration changes. Participants should be able to interpret, analyze, and more effectively apply these expected tax law changes at their institutions.

4:10-5 p.m., Preparing Your Community Bank for BSA/AML Compliance
Bret Schenewerk – Crowe Horwath LLP

Get up to speed with respect to examiner expectations for community banks for Bank Secrecy Act and anti-money laundering compliance. Learn how changes to these regulations affect your policies, procedures, and disclosures. Participants should be able to assess their organization’s risks and develop practical approaches to implementation and prevention.
July 24, 2017
1:30-10:30 p.m. Central

Busch Stadium
700 Clark Street
St. Louis, MO 63102
St. Louis Cardinals vs. Colorado Rockies (7:15 p.m.)

Register Now

Speakers and Sessions

1:30-2:20 p.m., Financial Reporting and Accounting Developments
Sydney Garmong, partner – Crowe Horwath LLP

This session will focus on the latest accounting and financial reporting developments of interest to financial institutions including developments from the Financial Accounting Standards Board (FASB) and Securities & Exchange Commission (SEC). As a result of attending this session, participants should be able to describe financial reporting developments in process and how final standards apply to their organizations.

2:20-3:10 p.m., Practical Implementation Observations of the FASB’s Current Expected Credit Loss (CECL) Model
Chad Kellar, partner – Crowe Horwath LLP

This session will cover practical implementation of the CECL model, focusing on two key areas: risk identification and data inventory. Upon completion of this session, participants should be able to assess their organization’s status with respect to the FASB’s standard on credit losses.

3:20-4:10 p.m., Tax Developments, including the Latest on Tax Reform
Brett LaBelle, partner – Crowe Horwath LLP

Gain a practical, real-world perspective on recent and anticipated tax developments that affect financial institutions. Topics are expected to include issues that emerge as a result of the recent presidential election and administration changes. Participants should be able to interpret, analyze, and more effectively apply these expected tax law changes at their institutions.

4:10-5 p.m., Preparing Your Community Bank for BSA/AML Compliance
Tamara Bowen – Crowe Horwath LLP

Get up to speed with respect to examiner expectations for community banks for Bank Secrecy Act and anti-money laundering compliance. Learn how changes to these regulations affect your policies, procedures, and disclosures. Participants should be able to assess their organization’s risks and develop practical approaches to implementation and prevention.