LIVE STREAM: 2024 Financial Institutions Conference (LS13095)

Thursday, October 17, 2024 / Atlanta, GA

Plan for this year's financial reporting periods and learn how to manage the disruptions and regulatory changes. CPAs working in or with all banking industry segments will benefit from detailed discussions with industry leaders regarding financial institutions' recent developments, including balance sheets, commercial real estate, rate risk management, tax strategies and economic updates.


Event Status: OPEN

Event ID: #LS13095

CPE: 8.0 credits

Total Price: $299.00

Other Attendance Options

These related conferences are also available for purchase.

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On the Economic, Business and Political Landscape
2024 Legal Update
Accounting and Auditing Update for Financial Institutions
Balance Sheet Strategies in the Current Environment
Optimizing Banks’ Interest Rate Risk Management
Tax Strategies for Financial Institutions
Commercial Real Estate and Risks on the Horizon

This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more information about eMaterials, visit

Thursday, October 17, 2024

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.

B – 2024 Legal Update Credits: 1.5 BT

Robert Klingler
Nelson Mullins , Atlanta, GA

Summary of legal issues affecting Georgia financial institutions.

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.

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.

E – Optimizing Banks’ Interest Rate Risk Management Credits: 1.0 ST

Katharine Bray

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.

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.

G – Commercial Real Estate and Risks on the Horizon Credits: 1.0 EO

Bradley E. Snider
Forvis Mazars , Atlanta, GA

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.


Conference Site

GSCPA Live Stream
Live Stream, GA 00000


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

Early Bird Registration

$299 GSCPA Members, $399 Non-Members (by 9/26/2024)


Standard Registration

$359 GSCPA Members, $459 Non-Members


Late Registration

$399 GSCPA Members, $499 Non-Members (after 10/24/2024)