What's new in New England banking?
Gain perspective.

BerryDunn and Stifel thank you for attending our 9th annual gathering of New England banking leaders.
A virtual event for 2020. 

AGENDA

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:

• The current state of the economy amid the ongoing pandemic and what it means going forward for overall growth, interest rates, and monetary policy
• 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. 

SPEAKERS
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Lindsey Piegza
Chief Economist, Ph.D, Stifel
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Todd Desjardins
Principal, BerryDunn
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Jeffery Ring
Principal, BerryDunn
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Ryan Henley
Managing Director, Stifel
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Tracy Harding
Principal and Chair, Auditing Standards Board

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“BerryDunn” is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP provide professional services. 

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