Financial Institutions Conference

PICPA thanks the attendees and speakers of the 2017 Financial Institutions Conference!

A BIG round of applause to these organizations for being represented by multiple team members at the conference:

Baker Tilly Virchow Krause, LLP
BDO USA, LLP
Customers Bank

Mid Penn Bank
RKL LLP
S.R. Snodgrass, P.C.

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In-Person

Webinars

CPA Now

  • Ian McDowell, CPA

    The Dodd-Frank Act and the Effects on Community Banks

    Since enactment of the Dodd-Frank Act in July 2010, the law has dominated discussions at community banking forums and board meetings. Has all the fuss really been warranted? Has Dodd-Frank really been that detrimental to small community banks?
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  • Nick Zagacki, CPA

    Banking for Marijuana: Is It Worth the Risk?

    Medical marijuana may now be legal in Pennsylvania, but the U.S. Congress maintains that marijuana is a Schedule 1 drug. That means the illegal distribution and sale of marijuana is a serious crime. This creates hesitation from banks when considering accepting customers whose businesses relate to marijuana.
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Related Podcasts

  • Current Regulatory Issues Facing CPAs at Financial Institutions

    CPAs working for, or with, financial institutions are well aware of regulations and the implementation challenges that often accompany them. Barbara Stofflet, inspections leader with the Public Company Accounting Oversight Board (PCAOB), briefly discusses what CPAs working in this area need to key in on.
  • Bob Kafafian, president and CEO of The Kafafian Group Inc., stops by to explain what the concept of using management information to make informed decisions really means for CPAs working in the financial institutions industry. He also discusses how measurement trends and statistics support these decisions.

A Look Back at the 2017 Agenda

September 25, 2017 

  • A&A Update
  • CECL Implementation Strategies Panel
  • Investment Portfolio – What Works and What Doesn’t
  • Ransomware and the Aftermath
  • Regulatory Panel
  • The Essential Financial Institution Multistate Tax Briefing
  • The Impact on Financial Institutions from FASB's Targeted Improvements to Accounting for Hedging Activities
  • Utilizing Management Information to Make Informed Decisions

2017 Speakers