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. 


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. 



Lindsey Piegza
Chief Economist, Ph.D, Stifel


Todd Desjardins
Principal, BerryDunn


Jeffery Ring
Principal, BerryDunn

Ryan Henley
Managing Director, Stifel

Tracy Harding
Principal and Chair, Auditing Standards Board

Access Event Materials