• How has the pandemic changed banking, either temporarily or permanently?
• Have valuations returned? If not, will they?
• Bridging the disconnect between bank strategy and bank activity
• How banks are building a sustainable future

Speakers

Jeff Marsico
Executive Vice President
The Kafafian Group Inc.

• Origins of corporate governance requirements 
• Who decides what “best practices” are?
• Practical takeaways on corporate governance for your organization

Speaker

Kimberly J. Decker, JD 
Partner
Barley Snyder

• Ramifications of COVID-19 on financial institutions and how it will affect the enforcement landscape
• Compliance and risk management
• Unfair/deceptive consumer practices
• Cybersecurity

Speaker

Howard Fischer, JD
Partner 
Moses & Singer LLP

• CECL Implementation Update
• COVID 19 Impact on Accounting and Disclosures
  • Loan modifications & TDR accounting
  • Interest income recognition
  • Impact on the allowance for loan loss calculation
• Accounting for PPP Loans
  • SBA origination fee recognition
  • Accounting as a loan or as a grant
  • Lessons learned
• Other issues arising from pandemic/economic crisis

Moderator:

Patrick J. Mulloy, CPA
Partner, Audit Services
RSM US LLP

Panelists:

Dominic C. Canuso
Executive Vice President and CFO
WSFS Bank

Charles Mosher, CPA
Chief Accounting Officer
WSFS Bank

Michele Clarkson, CPA
Senior Director for Technical Accounting Consulting
RSM US LLP

Timothy A. Vecchiarelli, CPA
Audit and Assurance Partner
Deloitte

Join Barry Pelagatti, audit partner with RKL, and members of the RKL financial services industry team, for a brief lunchtime session on navigating the "new normal." Barry and the RKL team will provide high-level insight into mitigating your risk exposure in internal audit, IT, compliance, and accounting, and will be available to answer your questions live. CPE credit will not be given for this session.
All attendees are entered to win a $100 AMEX gift card!

Sponsored by 

Barry Pelagatti, CPA
Partner - Audit Services Group
RKL LLP

Juliya Kofman Greenfield
Principal – Financial Services Industry Group
RKL LLP

Michael McAllister, CPA, CITP, CISA
Practice Leader - IS Assurance & Advisor Services
RKL LLP

Rosemary Ondeck, CFSA, MBA
Principal – Audit Services Group
RKL LLP

• CARES Act - NOLs, AMT credits, payroll tax credits, Qualified Improvement Property, and more
• SECURE Act - Retirement plan changes passed in late 2019
• PPP Loans - Impact of loan forgiveness, the deductibility of expenses, and other IRS guidance developments
• State tax developments - Update on all IRS guidance related to the COVID-19 crisis 

Speaker

Charles Marston, CPA, MST
President and Director of Tax Group
SR Snodgrass PC

• Defining "insider threat" and ways to mitigate it
• Insider threat and the remote workforce
• Third-party risk as it relates to financial institutions
• Identifying and mitigating risk at the business unit level before it becomes unmanageable and grips the organization

Speakers

Jordan Diamond, CIA
Manager, Business Risk Consulting Practice
Crowe

Stacia Schacter, CFE
Financial Services IA Operational Manager
Crowe

• Case examples regarding business email compromise, email spoofing and online romance schemes
• How members of the financial sector employees can help identify scams and prevent their clients, employers and partners avoid loss

Speaker

Ned Conway
FBI Agent
FBI Philadelphia

• Telecommuting and cybersecurity: what are the risk factors?
• What is blockchain security, and will it ever happen?
• Impact (or exaggerated impact?) of new technology on the banking industry 

Speaker

Michael T. McAllister, CPA, CITP, CISA
Practice Leader / IS Assurance & Advisor Services
RKL LLP