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April Half-Day Event

Friday, April 21, 2023


8:00 AM ET


12:00 PM ET

Program Description

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.


    Registration | 8:00am - 8:30am ET
    Programming | 8:30am - 10:10am ET
    Break | 10:10pm - 10:20pm ET
    Programming | 10:20pm - 12:00pm ET
    Boxed Lunch | 12:00pm ET


More info to come

Credit Hours

Earn up to 4 Hour of CPE Credit.

  • Level:


  • Prerequisites:


  • Advance Preparation:


  • Field of Study:

Information Technology, Specialized Knowledge and Taxes

  • Instructional Method:

Group Live

  • Length:

4 hours


For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web:


Sheraton Valley Forge Hotel

480 N. Gulph Road

King of Prussia



Event Sponsors

SponsorsAngel Oak Advisors
Awards Sponsor

FHLBank Pittsburgh
Title Sponsor

Janney Montgomery Scott LLC
Cart Sponsor

Mercadien Consulting LLC
Lunch Sponsor

Wolf & Company, P.C.
Bar Sponsor

Refunds and Cancellations

A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.

Sponsorship Opportunities

Title & Breakfast Meeting Sponsor: $5,000

Be recognized as the event's title sponsor and receive prominent logo placement on all marketing materials, acknowledgment during the Breakfast Meeting and four complimentary golfers!

Co-Dinner Sponsor: $1,500

Become a dinner sponsor with one other company and receive prominent logo placement on all marketing materials and two complimentary golfers!

Hole Sponsor Package: $1,400

Recieve signage at a tee box and four complimentary golfers.

Golf Ball Sponsor: $1,000

Sponsor a sleeve of golf balls for all attendees and receive two complimentary registrations.

Fun and Games Sponsor: $1,000

Sponsor this year's Fun & Games, including chipping & putting contests and receive signage at the various planned games on the course and two complimentary golfers.

Hole Sponsor: $300
Includes signage at a tee box.


    Members: $50
    Non-Members: $50




Send us a message to let us know you're coming, but paying later.

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