42nd Annual Eide Bailly Bank Seminar
Providing Knowledge, Ideas and Solutions for Your Bank
Eide Bailly’s annual bank seminar returns again in 2022 as bankers thrive and succeed in today’s economy along with an environment of changing interest rates. The banking industry is continuously changing as a result of recent legislative and economic issues. It’s important to understand how various regulatory, legislative and financial factors are impacting your organization.
Join us for our 2022 Bank Seminar to help strengthen your knowledge of the latest economic landscape, banking industry regulations and requirements. Be prepared to hear from leading advisors in the banking industry and receive guidance on the specific challenges your bank and customers are experiencing. The Eide Bailly Bank Seminar will help you maintain a competitive leadership position, remain in compliance and increase your profitability.
Our seminars include a solid lineup of speakers and topics designed for bank executives, bank directors, officers and banking industry professionals. Here is the lineup of the session topics, speakers, dates and locations for the Bank Seminar. The sessions are free to attend and qualify for CPE.
Be sure to share the Bank Seminar with your bank directors and officers, staff and professional network as well as on social media - #EBBankSeminar2022.
To download presentation materials, click the session titles below.
Monday, October 24 | Ontario, California | Double Tree by Hilton
Eide Bailly 2022 Bank Seminar Schedule at a Glance
| Time | Agenda at a Glance |
|---|---|
| 8:00 a.m. | Registration & Continental Breakfast |
| 8:30 a.m. | Welcome |
| 8:45 a.m. | Keynote: Jeff Rigsby, CB Resource |
| 9:45 a.m. | Break |
| 10:00 a.m. | Bank Tax Update with Eide Bailly |
| 11:00 a.m. | Core Contracts Update with Eide Bailly |
| 12:00 p.m. | Lunch |
| 1:15 p.m. | Shareholder Liquidity: A panel discussion moderated by Brian Finley, Partner at Eide Bailly with Laura Hamilton, OTC Markets and Khoi Dang, Esq. |
| 2:15 p.m. | Compliance Update with Eide Bailly |
| 3:30 p.m. | CECL Update with Eide Bailly |
| 4:30 p.m. | Thank You and Adjourn |
Description
Join us on October 24, 2022 for the live Eide Bailly Bank Seminar at the DoubleTree by Hilton in Ontario, California to help strengthen your knowledge of the latest economic landscape, Federal tax updates, C Corporation and Western United States tax updates, banking industry regulations and FASB requirements. Hear from leading advisors in the banking industry and receive guidance on the specific challenges your bank and customers are experiencing. The Eide Bailly Bank Seminar will help you maintain a competitive leadership position, remain in compliance and prepare your bank with strategies for growth.
Learning Objectives
- Examine market forces that are impacting the industry, key trends that either inhibit or enhance growth, specific business models that both reinforce current beliefs and those that may lead the industry’s transformation by exploring the evolving landscape of community banking with keynote speaker Jeff Rigsby, President and CEO, CB Resource, Inc.
- Explain the most current information available regarding Federal tax updates, C Corporation tax updates and Western United States tax updates with Bettina Brown and Paul Sirek, Eide Bailly.
- Discuss the top 10 pitfalls when evaluating your technology providers and contracts with a detailed look into how Vendors and Contracts can eat into your bottom line. Eide Bailly Directors, Tom Caruthers and Mike Martin will discuss items to look for when negotiating your next Contract Renewal, Technology Evaluation, or Systems and Services purchase. They will also discuss items to monitor to ensure your Vendor is keeping up with your current and future Technology needs to ultimately maximize your customers’ wallet share.
- Discuss Shareholder Liquidity in a panel discussion moderated by Brian Finley, Partner at Eide Bailly with Laura Hamilton, OTC Markets and Khoi Dang, Esq.
- Identify ways to ensure compliance with the FinTech due diligence, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Bank Secrecy Act and Anti-Money Laundering updates and more compliance hot topics with Ann Rockswold, Principal, Eide Bailly.
- Discuss final CECL action items before the mandatory reporting deadline starting January 1, 2023 for non-public filers with Erin Villafana, Partner, Eide Bailly and Brian Finley, Eide Bailly.
CPE Information:
CPE Credits: up to 6 hours
Field of Study: Specialized Knowledge, Taxes, Economics
Level of Knowledge: Intermediate
Delivery Method: Group-Live
Additional Information: This is a Group-Live Training. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge - adegeorge@eidebailly.com.
Watch the webinar recordings from our 2021 Eide Bailly Bank Seminar here.
What You Need to Know About the Bank Seminar
Do I have to attend all the sessions?
No. You can register for any individual session or all five sessions.
How much does it cost to attend?
There is no cost to attend the 42nd annual Eide Bailly Bank Seminar. However, we require that you register ahead of time.
Will I receive continuing education credit for attending?
Many of the sessions will qualify for CPE credit. For full details related to CPE, visit the registration page for each session.
Who should I contact for more information?
Cheryl Knudson
Financial Institutions Industry Marketing Manager
888.777.2015
cknudson@eidebailly.com
Will the sessions be recorded?
The event in Ontario, California on October 24, 2022 will be the only seminar recorded. Recorded sessions are not eligible for CPE.