Thursday, October 16, 2025
8:05am-8:55am
A – Accounting and Auditing Update for Financial Institutions
Credits: 1.0 AO
Doug Mims, CPA
Partner
/
Carr, Riggs, & Ingram, LLC
,
Atlanta, GA
The 2025 Accounting & Auditing Update will provide an overview of the most relevant accounting and auditing standards impacting community financial institutions. This update will include recent and prospective authoritative guidance and will incorporate material from the 2025 AICPA & CIMA Conference on banks and savings institutions.
9:05am-10:20am
B – 2025 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 – Tax Shifts and Smart Moves: What Financial Institutions Should Be Considering
Credits: 1.5 TT
Alison Montanaro
Forvis Mazars
,
Birmingham, AL
Brooke Boothe
Forvis Mazars
,
Birmingham, AL
This session is in-depth discussion on the evolving tax landscape impacting financial institutions. Explore recent legislative developments, potential tax reform measures and key planning strategies CPAs should consider to stay ahead. Attendees will gain practical insights into how to navigate shifting tax requirements while identifying opportunities for optimization and compliance.
12:25pm-1:15pm
D – On the Economic, Business and Political Landscape
Credits: 1.0 EO
Dr. Roger C. Tutterow, Ph.D.
Director, Econometric Center
/
Kennesaw State University Coles Colle 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.
1:25pm-2:15pm
E – Supervisory Perspectives: Banking Risks and Supervisory Priorities in a Changing World
Credits: 1.0 AO
Jonathan Burns, CFA
Federal Reserve Bank of Atlanta
,
Atlanta, GA
The banking industry continues to transform amidst a climate of uncertainty. Banks are increasingly facing a variety of risks, both old (commercial real estate) and new (changing technology). The Federal Reserve Bank of Atlanta’s Jon Burns will provide his view on current trends and risks affecting banking, including how examination processes and priorities seek to ensure that banks can adequately address new risks emerging from the evolving financial services landscape.
2:25pm-3:15pm
F – Trends in Asset-Liability Management and Interest Rate Risk
Credits: 1.0 FT
Kamal Hosein, CFA
Stifel
,
Birmingham, AL
This session will discuss the evolution of interest rate risk and modeling in the post-COVID, post-Silicon Valley world. Explore examples around arising concerns and strategies employed.
3:25pm-4:15pm
G – Fortifying the Vault: Navigating the Evolving Cyber Threat Landscape for Financial Institutions
Credits: 1.0 IN
Jameson A. Miller, CPA, CISA
Mauldin & Jenkins CPAs LLC
,
Chattanooga, TN
Financial Institutions face a unique and critical challenge in safeguarding sensitive data and maintaining operational resilience. This session provides a timely and in-depth examination of the most pressing cybersecurity concerns impacting banks and credit unions today. We will delve into a key finding from the most recent Verizon Date Breach Investigations Report (DBIR). The discussion will expand to encompass broader IT governance concerns and impending regulatory changes impacting FFIEC guidance and after critical banking regulations.
