• Look at the Pennsylvania economy vs. the national economy with a short and long-term perspective
• How are banks delivering returns to shareholders and how are balance sheets being managed given where we are in the economic cycle
• Capital management: Is there such a thing as too much capital?
• Explore the differences in how balance sheets are managed and shareholder returns are generated in slow and robust markets.

Speakers

Charles (Chad) K. Hull
Managing Director
Boenning & Scattergood Inc.

Jeffrey P. Marsico
Executive Vice President
The Kafafian Group Inc

• Observations and trends from current bank examinations
• Viewpoint on the various changes in accounting standards such as revenue recognition, CECL, and lease accounting
• Current credit and interest rate environment and its impact on asset and liability management

Moderator

Barbara L. Stofflet, CPA
Partner
Citrin Cooperman & Company LLP

Panelists:

Eric K. Bowman
Supervisory Examiner
Federal Deposit Insurance Corporation

Christopher J. Hahne
Manager – Risk Analytics and Surveillance Unit, Supervision, Regulation and Credit Department
Federal Reserve Bank of Philadelphia

Robin L. Wiessmann
Secretary of Banking and Securities
Pennsylvania Department of Banking and Securities

• Lending strategies and loan portfolio management in an inverted yield curve environment
• Effective use of wholesale funding, policy considerations, and overcoming regulatory issues and concerns
• Solutions uncovered: Rising and/or falling rates
• Determining the right funding mix without fear of longer term pain if rates move in either direction
• Managing regulatory expectations while managing financial performance
• Having the right ALM process in place to make the most informed decisions
• High Performing ALCOs

Speaker

Frank L. Farone
Managing Director
Darling Consulting Group

• Impact of technology and ethical questions it presents
• Issues that employers, tech companies, and governments will encounter in a quickly changing world
• CPA’s role in the future of ethics

Speaker

Allison M. Henry, CPA
Vice President, Professional & Technical Standards
Pennsylvania Institute of CPAs

• Potential impact of the Internet of Things
• Differences between federal and state corporate tax issues
  • Solution to credit card fraud?
  • Are cryptocurrencies viable?
• Artificial Intelligence in the Financial industry

Speakers

Randy F. Coneby, CISA, MBA
Principal
RKL LLP

Robert Miller, CNE, ASE, CCFE
Vice President of Technical Services
RKL LLP

• State of the industry on implementation
• Common difficulties encountered
• Forecast data and reversion considerations

Speakers

Allison Minnis, CPA
Manager
Crowe LLP

Tim McPeak
Executive Risk Management Consultant
Abrigo

• Financial instruments
• Overview of new and emerging accounting pronouncements and requirements
• Lessons learned over the adoption of the FASB leasing standard
• CECL update and disclosure requirements

Speakers

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

Kevin Brady, CPA
Senior Manager, Audit Services
RSM US LLP

• TCJA issues faced by financial institutions in 2018
• Update on tax issues and trends in the banking industry
• New depreciation rules and tax benefits
• A look at the new rules related to business meals and entertainment expenses
• Tax update for Pennsylvania
• Accounting and regulatory issues related to tax changes

Speaker

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