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Future-Proofing Your Bank – What Your Board Should Know

Wednesday, February 14, 2024


12:00 PM ET


1:00 PM ET

Program Description

During this informative session, we’ll delve into the crucial aspects that every board member needs to understand, focusing on proactive strategies and effective reporting methods to maintain a competitive edge in the rapidly evolving financial landscape. We’ll shed light on the latest trends, regulatory challenges, and risk management techniques vital for steering your institution toward long-term success. Engage in this opportunity to gain insights that will empower your board to make informed decisions and navigate the complexities of the banking world with confidence.


    Attendees of this session will:

    - Understand the latest trends and regulatory changes impacting the banking industry.
    - Learn about advanced risk management strategies to safeguard your institution.
    - Gain insights into effective reporting methods for board members.
    - Explore proactive approaches to stay ahead in the competitive banking sector.
    - Equip your board with the knowledge to make informed, strategic decisions.


Raji Sathappan, CPA, MBA, CRCM, CISA, CAMS

Managing Director, Mercadien

A managing director of The Mercadien Group and principal of Mercadien, P.C., CPAs, Raji Sathappan has a broad base of industry and technical experience in all areas of risk management, regulatory compliance, Sarbanes Oxley (SOX), FDICIA, COSO 2013, internal auditing, accounting and finance. She manages engagements for the firm’s Financial Institutions Services Group, overseeing all aspects of internal audits, including operational audits in deposit, lending, accounting/finance, branch and IT operations; compliance consulting; and the implementation of remediation activities for bank clients.


Virtual Session

Link will be provided by the chapter closer to the date of the event

Event Sponsor(s)


Credit Hours

Earn up to 1 Hour of CPE Credit.

  • Level:


  • Prerequisites:


  • Advance Preparation:


  • Field of Study:

Specialized Knowledge - Technical

  • Instructional Method:

Group Internet Based

  • Length:

60 Minutes


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:

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.


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