The seminar is designed for CFO's, Controllers, accounting managers, investment officers, treasurers, internal auditors, and similar positions from community banks, thrifts, and credit unions. The following topics will be presented:

Hot Topics in Tax - This session will cover recent corporate tax law changes and topics that are the current focus of external auditors. Presenters Michael Tighe and Howard Braithwaite.

Alteryx for Excel Users in Finance and Tax - In the presentation, we’ll introduce what Alteryx is, discuss common problems that it solves and demonstrate its core functionality. Presenters Ryan Lynch and Blake Lowry.

Fair Lending - Compliance with Fair Lending Regulation continues to be a regulatory focus, and requires; a strong understanding of the laws comprising Fair Lending, as well as the various types of discrimination. This session will provide an in-depth overview, as well as real life examples, and will also include an overview of recent regulatory actions as a result of discrimination and unfair, deceptive, abusive acts or practices (UDAAPs). Presenter Juliya Kofman Greenfield.

Cybersecurity: Risking Risks, Frameworks and Risk Mitigation - Cybersecurity continues to be top of mind for financial institution executives as it requires daily vigilance. Yet how to address risks can vary greatly depending on the nature, size and scope of your organization. Staying in compliance with growing regulatory expectations, while monitoring and maintaining the proper controls, requires dedicated, careful and constant attention and a comprehensive approach. Presenter Michael McAllister.