Financial Institutions Webinar Series
Join The Bonadio Group for our highly anticipated Annual Financial Institutions Professionals Series on December 10, 11, and 12. This complimentary event gathers top industry experts who delve into the latest trends, challenges, and insights shaping financial institutions’ future. Customize your experience by choosing the sessions most relevant to your interests and goals. Seize this unique opportunity to enhance your knowledge and stay ahead in a dynamic industry.
Register now to chart a clear path for the coming year while earning valuable CPE credits.
Event Count Down
The details for Continued Professional Education (CPE) are available on each session’s registration page.
Economic Update: Surging Debt & Falling Inflation
This presentation will delve into specific fiscal measures that could precipitate a new rise in inflation, pinpointing the critical policy shifts that could influence future economic conditions.
- Tuesday, 12/10/24
- 9:00 AM to 10:00 AM EST
- 1 CPE, Economics
The Patelco Ransomware Attack: Cybersecurity & Communication Insights
This session will explore the major ransomware attack that hit Patelco Credit Union earlier this year. We’ll discuss the details of the ransomware attack, including its impact on Credit Unions.
- Tuesday, 12/10/24
- 10:30 AM to 11:30 AM EST
- 1 CPE, Information Technology
State of the Industry
With 2024 Presidential election behind us, this presentation will discuss the potential impact of the election on the banking and credit union industry and what boards and management teams should prioritize as they head into 2025.
- Tuesday, 12/10/24
- 12:00 PM to 1:00 PM EST
- 1 CPE, Business Management & Organizations
Accounting and Tax Update
Join us for an accounting and tax update, where we’ll explore current hot topics and their implications, including BOLI exchanges and surrenders, and key issues in PCD loans. We’ll also discuss other relevant industry trends.
- Wednesday, 12/11/24
- 9:00 AM to 10:00 AM EST
- 1 CPE, Accounting
Emerging Fraud Trends: Protecting You & Protecting Them
In this interactive session, The Bonadio Group Fraud & Forensics Partner Karen Webber Skuse will discuss fraud trends affecting organizations of all sizes – who commits fraud, how they do it, and how to mitigate risk.
- Wednesday, 12/11/24
- 10:30 AM to 11:30 AM EST
- 1 CPE, Specialized Knowledge
IT Audits: Demystifying the Complex
In this webinar, our expert will explore the critical role of IT audits in safeguarding the integrity, availability, and confidentiality of information systems.
- Wednesday, 12/11/24
- 12:00 PM to 1:00 PM EST
- 1 CPE
Special Purpose Entities in Private Equity
This webinar on Special Purpose Entities (SPEs) in private equity will explore how these structures enhance investment management, facilitate risk mitigation, and optimize tax efficiency.
- Thursday, 12/12/24
- 9:00 AM to 10:00 AM EST
- 1 CPE, Specialized Knowledge
Asset Liability Management
Note: The registration link and details will be available soon. Please bookmark this page and check back later for session information.
- Thursday, 12/12/24
- 10:30 AM to 11:30 AM EST
- 1 CPE, Specialized Knowledge
M&A Tax Planning for the Regional Banking Sector
This session will explore key issues for financial institutions to consider in today’s environment, including due diligence considerations, executive compensation arrangements, optimizing post-merger state tax structure, transaction costs, termination of pension plans, and more.
- Thursday, 12/12/24
- 12:00 PM to 1:00 PM EST
- 1 CPE, Tax
The Bonadio Group: Financial Services Team Leaders
The Bonadio Group offers innovative services to banks, credit unions, mortgage companies, and investment firms. We provide deep specialization and a skill set to match your unique challenges.
Our Financial Services team consists of professionals who have worked at financial institutions or have focused exclusively on serving them, which allows us to share our practical and relevant experience to address all your needs.