Financial Institutions

conference WEBCAST

Sept. 22
7:45 a.m.-4:00 p.m.

PICPA Member: $345 | Nonmember: $445

Check back soon for the 2020 agenda!

Learn More: 

  • Flattening and Inverted Yield Curve Strategies for Financial Institutions

    Long-term yields on interest rates have fallen quickly since the October 2018 “Powell Pivot,” which was when Federal Reserve Chairman Jerome Powell chose not to raise interest rates until inflation accelerates. Frank L. Farone, managing director of Darling Consulting Group in Newburyport, Mass., discusses the challenges CPAs working with financial institutions now face, as well as a few lending and funding strategies they should consider. Farone will present this topic at PICPA’s 2019 Financial Institutions Conference on Sept. 17 at Penn State Great Valley in Malvern, Pa.
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  • 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.
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“This conference is an excellent refresher on various critical emerging trends that are imperative to know in order to successfully overcome the potential and upcoming challenges that are being faced by the financial institutions industry, as well as the profession.”

Yuliya Goykhman, CPA | The Bancorp