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.
Thursday, November 3 | Bloomington, Minnesota | Sheraton Hotel
Eide Bailly 2022 Bank Seminar Schedule at a Glance
| Time | Agenda at a Glance |
|---|---|
| 9:00 a.m. | Registration & Continental Breakfast |
| 9:30 a.m. | Welcome |
| 9:45 a.m. | Keynote: Ryan Hayhurst, The Baker Group |
| 10:45 a.m. | Regulatory Panel Discussion moderated by Eide Bailly with the FDIC, Federal Reserve Bank of Minneapolis, and the OCC |
| 12:00 p.m. | Lunch |
| 1:00 p.m. Breakouts | |
| 2:00 - 2:30 p.m. | Break & Martha's Cookies Social |
| 2:30 p.m. Breakouts | |
| 3:30 p.m. | Social |
Description
Join us November 3, 2022 for the Eide Bailly Bank Seminar at the Sheraton Bloomington Hotel to help strengthen your knowledge of the latest interest rate landscape with keynote speaker Ryan Hayhurst, President at The Baker Group. This will be followed by a Regulatory Panel Discussion with Financial Institutions Division, FDIC, Federal Reserve Bank of Minneapolis, and the OCC. Hear from leading advisors in banking 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
General Session
- Examine the current environment of rising interest rates with distinguished keynote Ryan Hayhurst, President of The Baker Group.
- Discuss the economic headwinds and challenges affecting community banks and strategies to analyze your risk profile and as Ryan Hayhurst advises: “Get Recession Ready.”
- Identify current regulatory issues and concerns in a Regulatory Panel Discussion moderated by Eide Bailly with the Minnesota Financial Institutions Division, FDIC, Federal Reserve Bank of Minneapolis, and the OCC.
12:00 p.m. Lunch
1:30 p.m. Breakouts
- A1 - Tax Update: Summarize the bank tax updates with Aric Radmacher and Brock Thaemlitz, Eide Bailly.
- A2 - CECL Update: Discuss final CECL action items such as finishing parallel testing with new model and legacy ALLL and preparing for adopting in January 2023 and Day 1 entries and disclosures before the mandatory reporting deadline starting January 1, 2023 for non-public filers with Brian Finley and Katie Stockman, Eide Bailly. Brian and Katie will also address Lease standard implementation and ensure banks have taken inventory of leases and are ready to implement as of Dec 31, 2022. We will discuss accounting for changes in accounting for securities, AFS to HTM.
- A3 - Core Contracts Update: Explore 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 with Eide Bailly Consulting Directors, Tom Caruthers and Mike Martin who 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.
2:30 - 3:00 p.m. Break & Martha's Cookies Social
3:00 p.m. Breakouts
- B1 - M&A Update: Examine what banks need to know about the M&A market and provide an overview of trends in transaction pricing in the community banking M&A market and cover recent deal pricing, legal considerations, transaction issues and regulatory concerns. Eide Bailly Partner Rhea Hemish will moderate the discussion with Caitlin Houlton Kuntz, Fredrikson & Byron, P.A.; Scott Coleman, Ballard Spahr LLP; Anton (Tony) Moch, Winthrop & Weinstine, P.A.; along with Eide Bailly Partner John Fischer.
- B2 - Commercial Real Estate Update: Discuss current market conditions in a Commercial Real Estate update with Michael Houge, NAI Legacy
- B3 - Compliance Update: Identify ways to ensure compliance with the Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), Bank Secrecy Act and Anti-Money Laundering updates and more compliance hot topics with Linda Albrecht, Eide Bailly.
CPE Information:
CPE Credits: up to 4 hours
Field of Study: Specialized Knowledge
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.
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.