Speakers and Topics
1:30-2:20 p.m. – Tax Reform
Jim Slivanya, partner, and Corey Pfeifer, 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.
2:20-3:10 p.m. – Legal Overview
John Gorman, partner, and Larry Spaccasi, partner, Luse Gorman PC
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.
3:20-4:10 p.m. – Audit Hot Topics
Bill Hoving, partner, and Jim Oleff, Crowe Horwath LLP (Philadelphia)
Greg McClure, partner, and Nicole Spiker, Crowe Horwath LLP (Pittsburgh)
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 Regulators (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.
4:10-5 p.m. – Risk Regulatory Topics of Interest
Dennis Hild, managing director, Crowe Horwath LLP, and James Adams, senior supervisory manager, Federal Reserve Bank of Philadelphia (Philadelphia)
Jim Romask, partner, Crowe Horwath LLP (Pittsburgh)
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, and implement best practices for assessing and mitigating risk, as well as documenting consideration of risks, from a strategic perspective.
5-7 p.m. – Dinner and Group Discussion
Join your peers for networking and group discussion over a traditional ballpark dinner.
7-10 p.m. – Baseball Game and Networking
Enjoy an evening of baseball with your Crowe hosts and other banking professionals.
- 1:30 p.m.-5 p.m. local time: Speakers
- 5 p.m.-7 p.m. local time: Dinner and group discussion
- 7 p.m.-10:30 p.m. local time: Baseball game and networking
Tuesday, July 24 – Philadelphia, PA
Philadelphia Phillies vs. Los Angeles Dodgers
Citizens Bank Park
1 Citizens Bank Way
Philadelphia, PA 19148
Thursday, July 26 – Pittsburgh, PA
Pittsburgh Pirates vs. New York Mets
115 Federal St.
Pittsburgh, PA 15212
Who Should Attend
CFOs, controllers, and accounting and risk personnel at financial services organizations
Continuing Professional Education
This program is recommended for up to 4.0 hours of CPE credit.
Additional CPE Information
Program level: Overview
Advanced preparation: None
Field of study: 1.0 Audit, 2.0 Specialized knowledge, 1.0 Tax
There are no course prerequisites, and no preparation is required. A $150 registration fee is required for attending this course. You must cancel no later than 10 days prior to the event for a full refund.
Space is limited at this live group event. For more information, please email Laura Snyder or call +1 404 442 1637.