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Annual Financial Institutions Professionals Webinar Series

Financial Institutions Webinar Series

Join The Bonadio Group for our highly anticipated Annual Financial Institutions Professionals Series, taking place December 9, 10, & 11. This complimentary event brings together leading industry experts to explore emerging trends, key challenges, and forward-looking insights shaping the future of financial institutions. With a customizable agenda, you can focus on the topics that align most closely with your professional objectives.

The webinar and registration have closed. To request a link to the webinar recording, please contact us at https://www.bonadio.com/contact/. Be sure to check back next year for our webinar series.

FHLBNY Evolution: Supporting Banks After the Crisis

Join us for an engaging conversation with Tom Settino from the FHLB of New York as he shares insights from the March 2023 banking crisis, discusses how the FHLBNY has evolved to better serve its members, and provides updates on what’s happening today.

This session has concluded.

  • Tuesday, 12/09/25
  • 9:00 AM to 10:00 AM EST
  • 1 CPE, Specialized Knowledge

Technology Trends Shaping Financial Services

In this session, our experts will examine how emerging technologies like AI, digital assets, and advanced platforms are transforming financial services. Learn about key innovations, regulations, and risk strategies, and discover practical ways to integrate new tech while maintaining security, compliance, and resilience.

This session has concluded.

  • Tuesday, 12/09/25
  • 10:30 AM to 11:30 AM EST
  • 1 CPE, Specialized Knowledge

Mergers and Trends in Banking and Credit Unions

 

Join our returning guest speaker Jeff Cardone, Partner, Luse Gorman, for a discussion on the future of banking and credit unions, with a focus on rising M&A activity and how regulations, capital standards, politics, and talent challenges are shaping industry strategy and governance.

This session has concluded.

  • Tuesday, 12/09/25
  • 12:00 PM to 1:00 PM EST
  • 1 CPE, Specialized Knowledge

Accounting and Auditing Update for Financial Services

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Stay up to date on the latest accounting and auditing developments for financial institutions. This session covers new standards, regulatory priorities, and key trends shaping financial reporting and audit practices.

This session has concluded.

  • Wednesday, 12/10/25
  • 9:00 AM to 10:00 AM EST
  • 1 CPE, Accounting

Succession Planning: Strategy, Talent, and Retention

Succession planning is vital for sustaining leadership and performance. Join industry experts to discuss strategies for developing, retaining, and compensating future leaders, plus lessons learned from real-world successes and challenges.

This session has concluded.

  • Wednesday, 12/10/25
  • 10:30 AM to 11:30 AM EST
  • 1 CPE, Specialized Knowledge

Navigating Compliance Risk in a Period of Deregulation

Deregulation offers relief but can create long-term risk. Learn how to build resilient compliance strategies that adapt to changing oversight while maintaining strong governance and risk control.

This session has concluded.

  • Wednesday, 12/10/25
  • 12:00 PM to 1:00 PM EST
  • 1 CPE, Specialized Knowledge

Year-End Tax Update Under OBBBA

This webinar provides a year-end tax update under the OBBBA, highlighting recent developments, implications for financial institutions, and emerging guidance as the legislative landscape evolves.

This session has concluded.

  • Thursday, 12/11/25
  • 9:00 AM to 10:00 AM EST
  • 1 CPE, Taxes

M&A in Financial Services: Trends, Deals & Market Outlook

 

Join Piper Sandler, returning presenters to the series, for an in-depth look at M&A trends in financial services, including market shifts, private equity, fintech opportunities, regulatory impacts, and notable deals.

This session has concluded.

  • Thursday, 12/11/25
  • 12:00 PM to 1:00 PM EST
  • 1 CPE, Specialized Knowledge

The Bonadio Group: Financial Services Team Leaders

Financial Services Team Leaders
Marc Valerio, Theresa Raponi, Jeffrey Paille, & Jamie Card

The Bonadio Group offers innovative services to banks, credit unions, mortgage companies, and investment firms. We provide deep specialization and a skill set to match your unique challenges.

Our Financial Services team consists of professionals who have worked at financial institutions or have focused exclusively on serving them, which allows us to share our practical and relevant experience to address all your needs.