Our expert advisors will be covering many timely topics—including balance sheet management strategies for 2021, the impact of tax and accounting changes, a guided interactive discussion on pressing topics, and an economic update by Lindsey Piegza, Chief Economist from Stifel.
Who should attend?
CFOs, CEOs, Finance Executives, and Controllers of financial institutions
You will gain insight into:
|•||Tax and accounting planning for 2020 year-end and 2021|
|•||Virtual networking session with BerryDunn and Stifel professionals|
|•||This unique operating environment, and how isolating core strategies and optimal balance sheet structure for your institution will be paramount for sustainable growth|
|•||New England banking leaders' top challenges and a panel discussion to address those topics|
Continuing Professional Education (CPE)
This overview session is designed to provide 4 CPE credits under standards established by the American Institute of Certified Public Accountants. Please check with your relevant licensing body to determine your qualification for CPE credits.
Chief Economist, Ph.D, Stifel
Principal and Chair, Auditing Standards Board