Financial Institutions Webinar Series
The Bonadio Group hosted its highly anticipated Annual Financial Institutions Professionals Series on December 10, 11, and 12. This complimentary event brought together top industry experts who delved into the latest trends, challenges, and insights shaping the future of financial institutions. Attendees were able to customize their experience by choosing the sessions most relevant to their interests and goals.
Recordings and downloadable presentations are available for reference, providing a valuable opportunity to revisit the discussions and stay ahead in a dynamic industry.
REPLAY: Economic Update: Surging Debt & Falling Inflation
This presentation delved into specific fiscal measures that could precipitate a new rise in inflation, pinpointing the critical policy shifts that could influence future economic conditions. (CPE is only granted for attending the live session.)
REPLAY: The Patelco Ransomware Attack: Cybersecurity Insights
This session explored the major ransomware attack that hit Patelco Credit Union earlier this year. We discussed the details of the ransomware attack. (CPE is only granted for attending the live session.)
REPLAY: State of the Industry
With the 2024 Presidential election behind us, this presentation discussed the potential impact of the election on the banking and credit union industry and what should be prioritized as we head into 2025. (CPE is only granted for attending the live session.)
REPLAY: Accounting & Tax Update
This Accounting and Tax Update explored current hot topics and their implications, including BOLI exchanges and surrenders, and key issues in PCD loans. We also discussed other relevant industry trends. (CPE is only granted for attending the live session.)
REPLAY: Emerging Fraud Trends: Protecting You & Protecting Them
In this interactive session, The Bonadio Group Fraud & Forensics Partner Karen Webber Skuse discussed fraud trends affecting organizations of all sizes. (CPE is only granted for attending the live session.)
REPLAY: IT Audits: Demystifying the Complex
In this webinar, our expert explored the critical role of IT audits in safeguarding the integrity, availability, and confidentiality of information systems. (CPE is only granted for attending the live session.)
REPLAY: Special Purpose Entities in Private Equity
This webinar on Special Purpose Entities (SPEs) in private equity explored how these structures enhance investment management, facilitate risk mitigation, and optimize tax efficiency. (CPE is only granted for attending the live session.)
REPLAY: Pillars of High Performing Financial Institutions
In this webinar, we explored the key traits that set high-performing banks apart, highlighting how these characteristics drive superior performance. (CPE is only granted for attending the live session.)
REPLAY: M&A Tax Planning for the Regional Banking Sector
This session explored 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. (CPE is only granted for attending the live session.)
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.