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.
Register now to take advantage of this unique opportunity to broaden your expertise and prepare for the year ahead, all while earning continuing professional education (CPE) credits.
Event Count Down
The details for Continued Professional Education (CPE) are available on each session’s registration page.
FHLB 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 FHLB has evolved to better serve its members, and provides updates on what’s happening today.
- 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.
- Tuesday, 12/09/25
- 10:30 AM to 11:30 AM EST
- 1 CPE, Specialized Knowledge
Mergers and Trends in Banking and Credit Unions
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- 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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- 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.
- 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.
- 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.
- Thursday, 12/11/25
- 9:00 AM to 10:00 AM EST
- 1 CPE, Taxes
M&A in Financial Services: Trends, Deals & Market Outlook
- Thursday, 12/11/25
- 12:00 PM to 1:00 PM EST
- 1 CPE, Specialized Knowledge
The Bonadio Group: Financial Services Team Leaders
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.