Financial Institutions Conference Livestream

Financial Institutions Conference Livestream

Financial Institutions Conference Livestream

Overview

Your Source For Key Updates & Insights On Timely Issues

Attend this year's Financial Institutions Conference to hear from local and national experts as they address important topics and issues affecting financial institutions, including economic changes, tax and regulatory updates, ALM hot buttons, anti-money laundering guidance for fintech, current business ethics issues, the impacts of AI in financial services, and more.

Audience

CEOs, CFOs, presidents, vice presidents, controllers, directors, managers and other staff in roles affecting financial institutions will benefit greatly by attending.

In-Person Option

For those looking to attend the conference in-person, this year's Financial Institutions Conference will be held at the WICPA. The registration page and more details for attending in person are available here.

Registration Changes

We are excited to provide the convenience of offering both in-person and livestream options for attending our conferences. However, if a registrant wishes to change from in-person to livestream attendance 14 days or less prior to a conference, the WICPA CPE Department must be contacted to make the change and a $25 fee will apply. For Cancellation Policy details, please see the registration form or visit wicpa.org/CPE.

8.3 CPE Credits

Registration

Registration is open through 05/13. Register by 04/29 for Early Bird Pricing.

Member Price

$359 / $329 Early-Bird pricing ends on 04/29/2025. / $309 Super Early-Bird pricing ends on 04/14/2025.

Nonmember Price

$459 / $429 Early-Bird pricing ends on 04/29/2025. / $409 Super Early-Bird pricing ends on 04/14/2025.

Student Price

$30

Tuesday, May 13

8:00am to 4:45pm (Check-In 7:30am)

Add to Calendar

Online

Agenda

Tuesday, May 13th

8:00AM TO 8:10AM / General Session

8:10AM TO 9:20AM / General Session

Jordan Jackson, Executive Director, Global Market Strategist, J.P. Morgan Asset Management

What does the crystal ball predict about the new administration's government policy, the economy, and our U.S. equity and fixed-income markets? This session will provide forecasts for 2025 GDP, Fed policy, interest rates and investment opportunities in the fixed-income markets.

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9:30AM TO 10:20AM / General Session

Lindsey Sabelko, Partner, Wipfli LLP

Brett Schwantes, Director, Wipfli LLP

Stay ahead of the curve with the latest tax developments and tax planning strategies. This session covers recent tax law changes, their potential impact on the industry and steps to ensure compliance. Upcoming accounting changes will also be reviewed, including FASB's project on purchased financial assets. Gain practical insights on tax planning, regulatory updates and strategies to keep your business compliant and proactive in an evolving landscape.

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10:30AM TO 11:20AM / General Session

David Twomey, Senior Manager, Baker Tilly

This session will explore the risks associated with fintech companies and their banking partners in the context of the Bank Secrecy Act and anti-money laundering regulations. Learn how fintechs can effectively manage compliance risks, implement robust AML programs and navigate the regulatory landscape.

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11:30AM TO 12:20PM / General Session

Bart Smith, Managing Director & Partner, Performance Trust Capital Partners, LLC

One of the biggest obstacles to bank performance is regulatory constraints. Understanding and actively managing those constraints can create real strategic advantages for a knowledgeable organization. In this session, a former senior official with the FDIC, will share insider tips and insights into how to manage risk and regulation in the current examination environment. Gain clarity around common misconceptions as the key issues that are top of mind for your examiners are explored.

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1:10PM TO 2:10PM / General Session

Cortney Arnold, Community Development Director, Filene Research Institute

Artificial Intelligence is one of the newest and most transformative change agents to impact the financial services industry, yet confusion rages about what is truly AI, what are the opportunities and risks of leveraging different types of AI in financial services, and how best to prepare for its impacts -- especially generative AI. In this session, we will review recent developments, introduce a framework for understanding AI in financial services, and examine how generative AI works, including its strengths and limitations.

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2:20PM TO 3:20PM / General Session

Marc Gall, Senior Vice President, BOK Financial

Following a period of dramatic interest rate shifts, what can financial managers expect in 2025? Even if rates stabilize, rebalancing balance sheets will likely be a key priority. This session will also address current liquidity monitoring and stress testing considerations.

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3:30PM TO 4:45PM / General Session

George Heyman, Professor Emeritus of Accounting & Economics, Oakton College

This practical guide to ethics explores underlying principles that can lead to better ethical decisions. This includes asking how the increase in remote work and use of artificial intelligence impacts our ethical decision making and accountability. The idea is to create an ethical culture in the workplace. 

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4:45PM TO 4:50PM / General Session

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