2018 Financial Institutions Conference (13095)

Friday, October 19, 2018 / Atlanta, GA

CPAs working in or with all segments of the banking industry will benefit from detailed discussions at the 2018 Financial Institutions Conference with industry leaders regarding recent developments affecting financial institutions.

LIVE STREAM Attendance Option - Event Code: LS13095
The Financial Institutions Conference also offers attendance through Live Stream. You can attend remotely, in real time, while saving on travel expenses.
Click here to register for Live Stream attendance


Event Status: CLOSED – Please contact the CPE Department at 404-231-8676, Opt. 3 or 800-330-8889, Opt. 3 for additional assistance.

Event ID: #13095

CPE: 8.5 credits

Total Price: $330.00

Other Attendance Options

These related conferences are also available for purchase.

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CPAs working in or with all segments of the banking industry will benefit from detailed discussions at the 2018 Financial Institutions Conference with industry leaders regarding recent developments affecting financial institutions. Nationally recognized speakers will get to the heart of local and national banking outlooks and concerns. Now is the time to get the latest information that you need to navigate upcoming changes and challenges.

Live Stream Attendance
Event Code:  LS13095  |  CPE Credit:  8 hours general including 2.5 hours of A&A

Live stream allows you to attend the conference from your home, office or anywhere you can access the internet. You view the sessions in real time as part of the audience and have interaction with other attendees via chat areas. All sessions will be available to attend via live stream.
For a list of hotels near the GSCPA Learning Center, please visit our accommodations page.

By attending this event, you are demonstrating your permission to allow your photo to be taken and published in GSCPA marketing, promotional and web materials.

Friday, October 19, 2018

Registration and Continental Breakfast

Welcome and Announcements

A - Economic Update for Financial Institution Decision Makers Credits: 1.0 GN

Dr. Roger C. Tutterow, Ph.D.
Director, Econometric Center / Kennesaw State University Coles College of Business , Kennesaw, GA

Discuss current national, regional, and local economic environments, focusing on new growth from one of the most trusted names in economics in Georgia. Also discussed will be employment, interest rates, real estate markets, GDP, and inflation, and their influence on business spending. 


B - A&A Update for Financial Institutions (A&A) Credits: 1.5 AA

Ron H. Mitchell, CPA
Mauldin & Jenkins CPAs LLC , Albany, GA

Review the new accounting standards set to take effect in 2018/2019, including the new lease accounting and revenue recognition standards, as well as several other new standards. In addition, explore the definition of Public Business Entity (PBE); understanding if you are or are not a PBE could make a difference in when some of these new accounting standards take effect.

C - How We Assess “Benign” Credit Quality This Late in the Credit Cycle Credits: 1.5 GN

David Ruffin

Focus on loan vintages, concentrations and the emerging quantitative metrics used to diagnose the macro loan portfolio performance at financial institutions. Also touch on how the emerging fair value concepts are providing a confluence between traditional credit and accounting treatments of credit quality.


D - Tax Reform Planning Strategies Credits: 1.5 GN

Heather Wallace
Dixon Hughes Goodman LLP , Birmingham, AL

Discuss tax planning strategies and other hot tax topics including whether differences found after the initial tax reform adjustments are errors or just refinements in estimates.


E - Fraud Detection Using Bayesian Reasoning (A&A) Credits: 1.0 AA

Kurt S. Schulzke, JD, CPA, CFE
University of North Georgia , Dahlonega, GA

Georgia depositary institutions filed 43,213 SARs with FinCen in 2017, a 204 percent increase over the 14,175 filed in 2013. A few of these SARs may point to actual criminal activity, but most do not. Efficiently locating “true positives” in such mountains of raw data calls for highly sophisticated data analysis. Bayesian reasoning, which rapidly located Air France Flight 447 at an ocean depth of 14,000 ft., can also help zero in on bank fraud.


F - Interest Rate Risk Credits: 1.0 GN

Kevin Wyckoff
Federal Home Loan Bank of Atlanta , Atlanta, GA

Leah Douglass
Federal Home Loan Bank , Atlanta, GA

Explore the current and forecasted interest rate environment, the FOMC’s recent and projected increases in the Fed Funds rate, the impact on the Yield Curve, cost-of-funds, deposit composition, and Net Interest Margin. Funding and hedging best practices currently used by FHLBank shareholder-members in managing interest rate risk will be highlighted.


G - 2018 Federal and Georgia Bank Regulatory Reform Credits: 1.0 GN

Robert Klingler
Bryan Cave Powell Goldstein LLP , Atlanta, GA

Look at changes in Georgia and federal laws, and regulations affecting the banking industry, including the 2018 Georgia Housekeeping Bill and the federal Crapo bill, and related regulatory changes.


Conference Site

GSCPA Learning Center
6 Concourse Pkwy Ste 800
Atlanta, GA 30328



For more information about hotel reservations, please refer to the information tab.

Late Registration

$370 GSCPA Members, $470 Non-Members (after 10/16/2018)