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April Half-Day Event

Program Description

Friday, April 21, 2023


8:00 AM ET


12:00 PM ET

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


Sheraton Valley Forge Hotel

480 N. Gulph Road

King of Prussia



Event Sponsors

Global Tax Management


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.


Members: $50
Non-Members: $50

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

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