Macroeconomic Update 1-Other

• Soaring money supply growth does not necessarily point to higher inflation
• Current, transitory inflation is being led by supply disruptions not simply increasing demand
• Demographics is more significant to growth and inflation than money supply
• Traditional Asset Allocation will be disappointing

The Future of Pa. Banking as I See It 1-Other

• Looking to the future and any lasting changes brought on by the pandemic
• The return of valuations
• Bridging the disconnect between bank strategy and bank activity
• How banks are building a sustainable future

A&A Update 1-A&A

Description: TBA

CECL: Lessons Learned and M&A Requirements 1-A&A

• Best practices and observations from a corporate governance perspective
• Economic update to support environmental and forecast factors
• M&A accounting requirements over CECL
• Overview of the disclosure requirements

Banking Regulatory Updates 1-A&A

• Top risks in the industry
• Exam and remote exams observations: internal audit and best practices and misses
• CECL compliance for community banks and the SCALE model
• Strategic planning in the current environment  
• Brokered deposit and interest rate restriction regulation changes

Tax Update 1-Tax

• Recent tax legislation and impact on financial institutions – including the Consolidated Appropriations Act, 2021, and the American Rescue Plan Act of 2021
• Future outlook for taxes – possible impact on financial institutions
• The carryback and amended tax return opportunities provided by the CARES Act
• Update on PPP loan issues

How to Attract and Retain Diverse Clients 1-Other

• Ensuring that your products and services are accessible to all your target consumers
• Key strategies to reach out to diverse clients and meet their needs to increase profitability

Emerging Risks and Internal Controls 1-A&A

• Emerging risks facing financial institutions
• Development of risk assessments
• Risk and control relationship
• Emerging risks in your internal control environment