Bank Finance & Accounting Conference 2021 - April 8-9 - Virtual
Bank Finance & Accounting Conference

April 8-9 | VIRTUAL

Register OnlinePrint Program Details      

The conference is specifically targeted for finance and accounting personnel. The purpose of the conference is to share tools and techniques and to help finance professionals respond to the constant changes and challenges in the finance and accounting functions.

Sessions 

Economic Outlook: Rapid Recovery

Chris LoweChris Lowe, Chief Economist
FHN Financial
8:20 to 9:20 Thursday, April 8

In a year marked by historic fiscal spending coupled with the promise of a post-COVID future, economic growth will boom this year. Join Chris for a discussion of what it all means for the Fed, inflation and interest rates.

Julee Fox

Brandy Buckler

Accounting Update

Brandy Buckler, Partner and Julee Fox, Partner
BKD
9:20 to 10:20 a.m. Thursday, April 8

 
This session will highlight selected accounting and reporting updates specific to the banking industry. We will discuss, at a high level, certain upcoming accounting standards, reminders of changes at the asset thresholds of $500 million and $1 billion, as well as pandemic-related accounting issues and updates.

CECL in Review

Gabe NachandGabe Nachand, Partner
Moss Adams
10:30 to 11:30 a.m. Thursday, April 8

This session will cover lessons learned from banks that have already adopted CECL, including some of the challenges brought by a turbulent year in 2020. The presentation will review general impacts of CECL at adoption and thoughts around successful reporting. In addition, discussion will address the challenges that have been seen with models, data, financial reporting controls, the ongoing monitoring of the process and engaging the proper employees to be a part of the process.

Operational Efficiency Self-Assessment

Trent FlemingTrent Fleming
Trent Fleming Consulting
11:30 a.m. to 12:30 p.m. Thursday, April 8

Whether recognized or not, productivity — or the lack thereof — continues to impact bank operations. This session is designed to address key ways that managers can assess and improve the operations of their departments using techniques that industry experts apply when performing operational efficiency studies. Key areas to be addressed include staffing, technology utilization, planning efforts and measurement/reporting issues. Participants will leave with the tools to evaluate and improve productivity.

Balance Sheet Management Post Pandemic — Deploying Liquidity & Managing Risk

Dave KochDave Koch, Director, Advisory Services
Abrigo
8:20 to 9:20 Friday, April 9

The past year has seen bank liquidity levels expand at record pace. Entering 2020, bankers were faced with declining liquidity and strong loan demand. Then, COVID-19 expanded deposits rapidly and resulted in banks purchasing a record number of securities as CFOs grappled with the need for spreads in a low-rate environment. Many still remain in cash investments given the paltry returns in bonds. And although credit conditions remain uncertain, the truth is the best borrowers are looking to extend terms at the low rates, causing bankers to confront the decision of managing interest rate risk or lower yields from excess liquidity.

This session explores the impact of various loan/investment decisions in today’s expected and potential economic conditions. What level of duration extension is acceptable? How do we manage the uncertainty of the deposit influx? What are the risk/return trade-offs in extending duration now versus waiting for more “normal” times?

Regulator Panel Discussion

Richard Allen

Richard Allen
Assistant Regional Director
FDIC

 
      Jeff Legett

Jeff Legett
Assistant Vice President
Federal Reserve Bank of Kansas City

 

Allen North
Allen North
Vice President
Federal Reserve Bank of St. Louis

 
     

Bart Stanley
Bart Stanley
Review Examiner
Missouri Division of Finance

9:20 to 10:20 Friday, April 9

Representatives from federal and state banking regulatory agencies will share the latest developments on regulatory issues and discuss current trends in operations and technology regulation, including internal controls and contingency planning. Regulators also will address liquidity expectations and impacts of COVID relief. Participants will be given an opportunity to submit question.

Growth Strategies in Any Economic Environment

Sean Payant, HaberfeldSean Payant, Chief Strategy Officer
Haberfeld
10:30 to 11:30 a.m. Friday, April 9

The old adage “If you’re not growing, you’re dying” continues to be applicable to community banks and our industry as a whole. As the race for core customer relationships, fee income and talent intensifies, it is imperative to have your financial institution positioned for growth if you want to not just survive but actually thrive. This session explores specific and actionable strategies to: grow core customers, increase fee income, develop your team and improve overall financial performance.
John Gimigliano

New Tax Changes Expected from The New Administration

John Gimigliano
KPMG
11:30 a.m. to 12:30 p.m. Friday, April 9

For More Information

Contact the MBA Education Department at 573-636-8151 or email.

 

Continuing Education

CPE Continuing Education – TCPE will be granted to registered attendees upon request.
Specialized Knowledge – 9.5 credits
Instructional Delivery Method: Group Live
Prerequisites: Intermediate knowledge of accounting and financial institution practices
Program Level: Interemediate
Advanced Preparation: None

Registration Fees

  • MBA Member - $355 per person  
  • MBA Member Bank All-Access Pass 
    • Up to 4 registrations - $1,200
    • 5-9 registrations - $1800
    • 10 or more registrations - $2400
  • Nonmember Fee - $1420 per person  

MBA will issue an invoice based on initial registrations from a bank. Following the online seminar, we will review the attendee list and if additional bank employees attend, we will send a second invoice based on the pricing below to reconcile the difference.

Cancellation/Refunds

Full refunds will be granted for cancellations received at the MBA office by Monday, March 29. After that date, an administrative fee of $30 per canceled registration will be retained. Cancellations will not be accepted after Friday, April 2, and no refunds will be given. Substitutions are always permitted.