Insights: Video

Bankers Seminar Presentations

Current Expected Credit Losses (CECL) – One Year Closer to Implementation

Presented by Darrell Lingle, Partner and Shane Husar, Senior Manager
As we pass the one-year anniversary of the current expected credit loss model (CECL), the financial institution industry has had time to digest the contents of CECL and its potential impact. While the implementation date for the new standard will be after December 2020 for smaller financial institutions, the timeframe between now and the implementation date should be used wisely. Planning early for CECL will result in better decision making and design of a CECL approach that better serves your financial institution. Partner Darrell Lingle and Senior Manager Shane Husar will discuss options for successful CECL implementation.



Tax Planning in the Current Environment and an M&A Update

With all the uncertainty of when or if tax reform will be passed, how should your bank move forward with tax planning? In this session, Partner Tim LeClair and Partner Jill Schneider will discuss the current tax reform proposals and tax planning strategies to capitalize on the possibility of reduced tax rates. In addition, we will provide an overview of trends in transaction pricing in the community banking M&A market.



Compliance – An Evolution

Revolutionary—this is how we need to think about compliance. It is ever-changing and requires you to constantly be thinking about ways to enhance your operations and customers’ experiences. As we explore new ways to think about banking, the role of compliance is taking on a whole new look. During this session, Compliance Principal Ann Rockswold will discuss new developments with TRID, the Military Lending Act, BSA enhanced due diligence requirements, prepaid cards, HMDA, and other hot topics.



Selecting and Retaining the Best – A Guide to Finding and Keeping Top Talent

In this session you will learn current recruitment tactics to attract, impress and hire talent for key positions within your bank. Director of Human Resources Lisa Fitzgerald will also cover how to retain those key hires as well as your star performers once you get them on board. In today’s war for talent, having tools in your kit to accomplish these goals will help you be as successful as possible.

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