Annual Financial Institution Professionals Webinar Series

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.

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The webinar and registration are closed. If you would like a link to the webinar recording, please contact us at https://www.bonadio.com/contact/

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.

Note: The registration link will be available soon. Please bookmark this page and check back later for session information.

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.

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.

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.

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.

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.

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.

Asset Liability Management

Note: The registration link and details will be available soon. Please bookmark this page and check back later for session information.

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.

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.

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