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Sunday, September 8, 2024

5:00 PM – 7:00 PM EDT

Early Bird Reception

5:00 PM – 7:00 PM EDT

Early Registration

Monday, September 9, 2024

7:00 AM – 6:00 PM EDT

Registration Open

7:30 AM – 8:30 AM EDT

Continental Breakfast

8:30 AM – 9:05 AM EDT

BANCU2401. Welcome | AICPA Update: Accelerate & Lead

Speakers: Barry Melancon, Sydney Garmong, Bryan Mogensen
9:10 AM – 10:25 AM EDT

BANCU2402. Keynote: The Economy 2025 - Monetary and Fiscal Policy in a New Era

Speakers: Marci Rossell
10:25 AM – 10:55 AM EDT

Networking Break & Exhibits

10:25 AM – 10:55 AM EDT

Virtual Networking Break

10:55 AM – 12:10 PM EDT

BANCU2403. FASB Update: 2024 and Beyond

Speakers: Fred Cannon, Jackson Day, Rosemarie Sangiuolo
12:10 PM – 1:10 PM EDT

Networking Lunch

1:10 PM – 2:00 PM EDT

BAN2401. SEC Updates from the Office of the Chief Accountant

Speakers: Jonathan Wiggins, Gaurav Hiranandani, Paul Munter
1:10 PM – 2:00 PM EDT

CU2401. Credit Unions in 2024: Challenges, Opportunities & Key Questions

Speakers: Jay Johnson
2:05 PM – 2:55 PM EDT

BAN2402. Federal Banking Agencies: A Fireside Chat with the Chief Accountants

Speakers: Lara Lylozian, Amanda Freedle, Shannon Beattie, Sydney Garmong
2:05 PM – 2:55 PM EDT

CU2402. NCUA Update

Speakers: Larry Fazio, Chris McGrath
2:55 PM – 3:25 PM EDT

Networking Break & Exhibits

2:55 PM – 3:25 PM EDT

Wellness Break: Live Desk Stretches

3:25 PM – 4:15 PM EDT

BAN2403. Federal Banking Agencies: A Fireside Chat with the Chief Accountants Q&A

Speakers: Lara Lylozian, Amanda Freedle, Shannon Beattie, Sydney Garmong
3:25 PM – 4:15 PM EDT

CU2403. CECL Behavior Post Implementation

Speakers: Anthony Porter, Neal Boocock, Allen Bach, Amy Doll
4:25 PM – 5:40 PM EDT

BANCU2404. Keynote: 21st Century Internet Alert - Tech Is Just as Destructive as Transformative!

Speakers: Thomas Vartanian
5:40 PM – 6:45 PM EDT

Networking Reception

Tuesday, September 10, 2024

6:00 AM – 7:00 AM EDT

Morning Yoga

7:00 AM – 5:00 PM EDT

Registration Open

7:30 AM – 9:00 AM EDT

Continental Breakfast

8:00 AM – 8:50 AM EDT

BANCU24SS01. Designing and Tracking Effective Incentive Compensation Plans, presented by Syntellis Performance Solutions

Speakers: Heather Hinchley
8:00 AM – 8:50 AM EDT

BANCU24SS02. Practical Application of GenAI: Application Modernization, presented by KPMG

Speakers: Michael Harper, Himanshu Arora
8:00 AM – 8:50 AM EDT

BANCU24SS03. The CFO Finance Hub: Why CFOs are Rethinking their Systems and Processes, presented by SS&C Technologies

Speakers: Michael Therrien, Karen Wong
9:00 AM – 10:15 AM EDT

BANCU2405. U.S. Real Estate Market Update

Speakers: Douglas Duncan
10:25 AM – 11:15 AM EDT

BAN2404. Regulatory and Legislative Developments: Perspectives on the State of the Banking Industry

Speakers: Jonathan Gould
10:25 AM – 11:15 AM EDT

CU2404. ASB's Commitment to Relevant Auditing Standards: An Update on ASB Activities

Speakers: Audrey Gramling
10:25 AM – 11:15 AM EDT

CU2405. How to Effectively Monitor and Manage Product Profitability & Why?

Speakers: Bryan Ridgway, Will Newcomer
10:25 AM – 11:15 AM EDT

CU2406. Update on Credit Union M&A

Speakers: Bob Parks, Nick Ambrosini, Patrick Vernon
11:15 AM – 11:45 AM EDT

Networking Break & Exhibits

11:15 AM – 11:45 AM EDT

Virtual Networking Break

11:45 AM – 12:35 PM EDT

BAN2405. PCAOB Update

Speakers: Barbara Vanich, Jason Bullington
11:45 AM – 12:35 PM EDT

BAN2406. Tax Planning in a High Interest Rate Environment and Other Tax Developments

Speakers: David Thornton
11:45 AM – 12:35 PM EDT

BAN2407. The Tortured Bankers Department - A Former Bank Examiner’s Anthology

Speakers: Sydney Menefee
11:45 AM – 12:35 PM EDT

BANCU2406. Hot Topics in Auditing Issues

Speakers: John Miller, Sal Inserra
11:45 AM – 12:35 PM EDT

CU2407. Optimizing the Balance Sheet in the Current Interest Rate Environment

Speakers: Fred Eisel
12:35 PM – 1:35 PM EDT

Networking Lunch

1:35 PM – 2:50 PM EDT

BAN2408. Fintech: Relationships are Complicated

Speakers: Mandi Simpson, Sara Shackelford, Kirsten Muetzel
1:35 PM – 2:50 PM EDT

BAN2409. Current Developments on Climate Regulations

Speakers: Diana Stoltzfus, Mike Gullette, Michael Tovey
1:35 PM – 2:50 PM EDT

BAN2410. Reacquiring Our Balance Sheets in a Post Pandemic Environment

Speakers: Scott Hildenbrand
1:35 PM – 2:50 PM EDT

BAN2411. Mid-Size Bank Chief Accounting Officer Panel

Speakers: David Cornish, Nancy Maloney, Michael Hall, Tendai Mangwiro
1:35 PM – 2:50 PM EDT

CU2408. Breaking Down ALM to Build It Back Up

Speakers: Caleb DeMoss
1:35 PM – 2:50 PM EDT

CU2409. Internal Controls and Impact on Changing Risk Environment

Speakers: Dean Rohne, Ilene Solis, Matthew Birkelien
3:00 PM – 3:50 PM EDT

BAN2412. SEC Updates from Corporation Finance and Office of the Chief Accountant

Speakers: Stephanie Sullivan, Amit Pande, Rachel Mincin
3:00 PM – 3:50 PM EDT

BAN2413. Performance & Outlook for Banks

Speakers: Christopher Mihok
3:00 PM – 3:50 PM EDT

BAN2414. ASU 2023-02 Adoption Issues for Tax Credit Equity Investments and Tax and Financial Statement Impact of Purchased Tax Credits

Speakers: Dan Janiak, David Thornton, Nick Tricarichi
3:00 PM – 3:50 PM EDT

BANCU2407. Derivatives and Hedging Strategies

Speakers: Ryan Henley
3:00 PM – 3:50 PM EDT

CU2410. Hot Topics in Regulatory Compliance

Speakers: Niall Twomey
3:00 PM – 3:50 PM EDT

CU2411. Recent Fraud Schemes and Prevention

Speakers: George Kohlweiler, Oduntan Fasehun
3:50 PM – 4:20 PM EDT

Networking Break & Exhibits

3:50 PM – 4:20 PM EDT

Wellness Break: Live Meditation

4:20 PM – 5:35 PM EDT

BANCU2408. Keynote: Our Digital Future: AI, Blockchain, and Beyond

Speakers: Lamont Black
6:15 PM – 7:00 PM EDT

Evening Networking Walk

Wednesday, September 11, 2024

6:00 AM – 7:00 AM EDT

Morning Yoga

7:00 AM – 1:00 PM EDT

Registration

7:30 AM – 9:00 AM EDT

Continental Breakfast

8:00 AM – 8:50 AM EDT

BANCU24SS04. Open Banking - Achieving Compliance with CFPB Rule 1033, presented by Deloitte

Speakers: Jade Shopp, Ulrike Guigui
9:00 AM – 9:50 AM EDT

BAN2415. My Career in Banking - How I Got Here and Lessons Along the Way

Speakers: Muneera Carr, Sydney Garmong, Sydney Menefee
9:00 AM – 9:50 AM EDT

CU2412. Keynote: Empathy Rates Rising: Investing in Inclusive Leadership

Speakers: Nicole Price
9:50 AM – 10:20 AM EDT

Networking Break & Exhibits

10:20 AM – 11:35 AM EDT

BAN2416. What Keeps Community Bank CFOs Up at Night?

Speakers: Lisa O'Neill, Janet Verneuille, Jason Long, Martin Caine, Tony VunCannon
10:20 AM – 11:35 AM EDT

BAN2417. PCAOB NOCLAR Standard Setting Project: What You Need to Know?

Speakers: Timothy Molnar, Dennis McGowan, Lisa Kohl, Tendai Mangwiro
10:20 AM – 11:35 AM EDT

BAN2418. Accounting for Purchased Financial Assets

Speakers: Mario Mastrantoni, Jason Weippert, Jonathan Prejean, Richard Juntilla
10:20 AM – 11:35 AM EDT

CU2413. Fintech: Relationships are Complicated

Speakers: Charles Vice, Gordon Flammer, Rafael Rondon, Sara Dolan
10:20 AM – 11:35 AM EDT

CU2414. How to Make Enterprise Risk Management Thrive

Speakers: Mazin Joumaa
10:20 AM – 11:35 AM EDT

CU2415. Hot Accounting Topics

Speakers: Bryan Mogensen, Megan Rangen, Bob Parks
11:45 AM – 1:00 PM EDT

BAN2419. Community Bank Financial Reporting Hot Topics

Speakers: Sydney Garmong, Todd Sprang, Mike Lundberg, Jeffrey Geer
11:45 AM – 1:00 PM EDT

BAN2420. Ask The Experts Panel - Large Banks

Speakers: Lee Keel, Linda Bergen, Richard Juntilla, Laurin Smith, Chris Ackerlund, Robert De Mauro
11:45 AM – 1:00 PM EDT

CU2416. CFO Panel

Speakers: Dustin Birashk, Sharon Poach, Amy Doll, Joe Liethen