Thursday, October 17, 2024
8:05am-8:55am
A – On the Economic, Business and Political Landscape
Credits: 1.0 EO
Dr. Roger C. Tutterow, Ph.D.
Director, Econometric Center
/
Kennesaw State University Coles College of Business
,
Kennesaw, GA
Comprehensively analyze current economic trends and their implications for financial institution professionals. Delve into vital economic indicators, market forecasts, and emerging trends directly impacting the landscape.
9:05am-10:20am
B – 2024 Legal Update
Credits: 1.5 BT
Robert Klingler
Nelson Mullins
,
Atlanta, GA
Summary of legal issues affecting Georgia financial institutions.
10:30am-11:45am
C – Accounting and Auditing Update for Financial Institutions
Credits: 1.5 AO
Doug Mims, CPA
Partner
/
Carr, Riggs, & Ingram, LLC
,
Atlanta, GA
Examine the most relevant accounting and auditing standards impacting community financial institutions, including recent and prospective authoritative guidance and will incorporate material from the 2024 AICPA & CIMA Conference on Banks and Savings Institutions.
12:25pm-1:15pm
D – Balance Sheet Strategies in the Current Environment
Credits: 1.0 FT
Kamal Hosein, CFA
Stifel
,
Birmingham, AL
The size and speed of the rate increase have made profitability challenging for most institutions. Participate in a "state of the state" with peer metrics and walk through clients' strategies to combat these circumstances.
1:25pm-2:15pm
E – Optimizing Banks’ Interest Rate Risk Management
Credits: 1.0 ST
Katharine Bray
Stifel Interest Rate Products, LLC
,
Pepper Pike, OH
As interest rates soared to generational highs in 2023 and remained elevated this year, many bankers faced challenges they had never encountered. Explore how to effectively manage a bank’s interest rate risk by constructing a high-performing balance sheet built for sustained performance in various interest rate environments. Also, examine solutions to meet interest rate risk challenges and offer strategies to take advantage of opportunities in the current financial landscape. Learn about interest rate swaps, caps, and floors; implement an interest rate hedging program; strategies for enhancing profitability; risk considerations; and hedge accounting basics.
2:25pm-3:15pm
F – Tax Strategies for Financial Institutions
Credits: 1.0 TT
Christopher D. Attaway, CPA
Staff Accountant
/
Symphona
,
Dublin, GA
Brandi Dykes, CPA, MBA
Staff Accountant
/
Symphona
,
Dublin, GA
Focus on considerations for maximizing tax strategies through the current tax legislation, which has a potential sunset period of December 31, 2025. Topics to be discussed include, but are not limited to, bonus depreciation changes, expiration of QBID and related impacts, PTE elections, changes in marginal tax rates and related cash needs, accounting for purchased income tax credits, and consideration for eligibility of state tax credits.
3:25pm-4:15pm
G – Commercial Real Estate and Risks on the Horizon
Credits: 1.0 EO
Christopher Harrison
Forvis Mazars
,
Atlanta, GA
The commercial real estate market continues to experience changes due to local and national trends and economic forces. Property type, debt structure, and project management are vital components. To stay ahead of the curve, take a closer look at the drivers behind the changes and how to manage and mitigate risks.
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