Financial Institutions Webinar Series
Join The Bonadio Group’s Annual Financial Institutions Professionals Series this December 8, 9, & 10. Designed for banking and credit union professionals, this complimentary event delivers timely insights on the issues that matter most to financial institutions today. Hear from industry experts and thought leaders as they share perspectives on emerging risks, regulatory expectations, operational trends, and strategic planning considerations for the year ahead.
Customize your agenda, earn CPE credits, and gain the knowledge and connections needed to position your institution for continued success in 2027.
State of the Financial Services Industry
Financial institutions continue to navigate shifting regulatory priorities, supervisory expectations, and broader industry pressures. This session will examine the developments most relevant to banks and credit unions and discuss how those changes may affect governance, risk management, operations, and strategic planning.
- Tuesday, 12/08/26
- 9:00 AM to 10:00 AM EST
- 1 CPE Credit
Economic Outlook
Join Ryan Hayhurst, President at The Baker Group, for an insightful discussion on the latest economic trends, monetary policy developments, and market conditions impacting banks and credit unions. Attendees will gain practical perspectives on how the current environment may influence balance sheet management, investment strategies, liquidity, and overall financial performance.
- Tuesday, 12/08/26
- 12:00 PM to 1:00 PM EST
- 1 CPE Credit
Accounting & Audit Update
- Wednesday, 12/09/26
- 9:00 AM to 10:00 AM EST
- 1 CPE Credit
Tax Update: SALT, ROAD to Housing Act, & OBBBA One Year Later
- Wednesday, 12/9/26
- 10:30 AM to 11:30 AM EST
- 1 CPE Credit
Regulatory & Compliance Update
The regulatory landscape continues to evolve, creating new challenges for financial institutions seeking to maintain effective compliance programs. This session will provide an update on emerging regulatory developments, examiner expectations, and areas receiving increased scrutiny.
- Thursday, 12/10/26
- 9:00 AM to 10:00 AM EST
- 1 CPE Credit
Developing & Retaining Talent in a Changing Banking Industry
Financial institutions are facing growing challenges in attracting, retaining, and developing the talent needed to remain competitive in today’s banking environment. Join Alan Kaplan (Kaplan Partners), Fabrizio D’Uva (Newcleus), and Jean Bedell (The Bonadio Group) for a discussion on compensation, benefits, succession planning, leadership development, and workforce management.
- Thursday, 12/10/26
- 10:30 PM to 11:30 AM EST
- 1 CPE Credit
Top IT & Cybersecurity Challenges Facing Financial Institutions in 2026
A practitioner-led panel discussion where seasoned IT and cybersecurity advisors share the real-world challenges they are observing across banks and credit unions, from technology strategy and vendor management to regulatory pressure and cyber risk. Experience-driven insights from people in the room with institutions every day.
- Thursday, 12/10/26
- 12:00 PM to 1:00 PM EST
- 1 CPE Credit
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.