Best Practice… Bank CEO’s Perspective - Joe Brannen, Brian Schmitt, Mike Washburn, & David Wood

Members Only

Joe, Brian, Mike, and David share their cumulative 100+ years of experience in banking with the Banking CPAs group. This discussion focuses on how practicing CPAs can better serve their clients as they hear from these leaders in the industry. Bring your questions as this session will be interactive.

Added: July 10, 2019 - 1:51 PM  /  Views: 1139

Merger & Acquisition Trends in the Banking Community - Chris Marinac, FIG Partners

Members Only

Valuations for community banks are evolving in the current economic and political environment. With changes to the tax code, increases to interest rates, and pressures to transaction, community banks face a complicated set of circumstances. With this background, we will provide an overview of the current M&A market for community banks. Specifically, we will explore how bank buyers are currently pricing acquisitions and how to position for higher valuation premiums.

Added: July 10, 2019 - 1:48 PM  /  Views: 1122

Community Banking Tax Update - John Cederberg, John Cederberg CPA

Members Only

It has been only 17 months since the President signed the Tax Cuts and Jobs Act. The IRS has worked hard to issue guidance under the new law, but we are still working with a mix of proposed and final regulations, revenue procedures, and notices or announcements. Some issues have not been addressed yet. John will discuss the implications of the Act on the tax management of community banks, on whether to make, retain, or revoke the S election, and on changes of control. He will also alert the members to the most frequent questions that he has fielded in his consulting practice. Finally, as always, we expect a robust exchange of questions and ideas among the group.

Added: July 10, 2019 - 1:46 PM  /  Views: 1155

Regulatory Compliance Update For Financial Institutions - Brad Stumpe

Members Only

This session will cover recent compliance developments with a focus on HMDA, BSA, and Flood Insurance. As well as a discussion on recent enforcement actions covering fair lending, UDAAP, BSA and more.

Added: July 10, 2019 - 1:43 PM  /  Views: 1038

Bring Your Audit Practice into the Future - Steven Menges & Matt West, CPA.com

Members Only

As emerging technology continues to impact audit engagements, firms are responding by leveraging these tools to automate, gain more visibility into data and add higher value to this core service across the profession. New solutions are being developed to include data analytics and artificial intelligence (OnPoint PCR, Dynamic Audit Solution) to open the door for firms of all sizes to enhance their value and processes around assurance services.

Added: July 10, 2019 - 1:40 PM  /  Views: 1056

CECL Implementation: Moving Forward - Christopher Cryderman, FASB

Members Only

Since the FASB issued its credit losses standard in 2016, the Current Expected Credit Losses model—also known as “CECL”—has been the focus of preparers and practitioners from firms of all sizes. But how will it impact you? In this session, the FASB staff will discuss an overview of CECL and explain what you can do to prepare for a successful implementation. The session will conclude with an outline of available FASB implementation resources and how you can get your questions answered.

Added: July 10, 2019 - 1:32 PM  /  Views: 1166

What is the Banking CPAs Community?

Members Only

Learn more about this community platform for industry focused professionals who are serious about client growth and service.

Added: March 01, 2019 - 4:39 PM  /  Views: 1160

Tips on How to Take Your Website to the Next Level

5 Steps to Powerful Industry Websites.

Added: October 30, 2018 - 1:03 PM  /  Views: 1493

Member Tool: Listserv

Get the most out of your membership by using the tools that are provided with your Real Estate & Construction CPAs membership.

Added: October 17, 2018 - 2:44 PM  /  Views: 1418

Key Contacts to Help With Your Membership

Members Only

We want you to get the fullest out of your Banking CPAs membership. Learn who your key contacts are to assist you with all of your needs.

Added: October 16, 2018 - 4:02 PM  /  Views: 1120