Financial Institutions Webinar Series
The Bonadio Group hosted its highly anticipated Annual Financial Institutions Professionals Series in December 2025. This complimentary event brought together top industry experts who delved into the latest trends, challenges, and insights shaping the future of financial institutions. Attendees were able to customize their experience by choosing the sessions most relevant to their interests and goals.
Recordings and downloadable presentations are available for reference, providing a valuable opportunity to revisit the discussions and stay ahead in a dynamic industry.
REPLAY: FHLB Evolution Supporting Banks After the Crisis
This webinar provided an engaging conversation with Tom Settino from the FHLB of New York as he shared insights from the March 2023 banking crisis, discussed how the FHLBNY has evolved to better serve its members, and provided updates on what’s happening today. (CPE is only granted for attending the live session.)
REPLAY: Technology Trends Shaping Financial Services
In this session, our experts examined how emerging technologies like AI, digital assets, and advanced platforms are transforming financial services. Participants learned about key innovations, regulations, and risk strategies, and discovered practical ways to integrate new tech while maintaining security, compliance, and resilience. (CPE is only granted for attending the live session.)
REPLAY: Mergers & Trends in Banking & Credit Unions
Our returning guest speaker Jeff Cardone, Partner, Luse Gorman, hosted 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. (CPE is only granted for attending the live session.)
REPLAY: Accounting & Auditing Update for Financial Services
Stay up to date on the latest accounting and auditing developments for financial institutions. This session covered new standards, regulatory priorities, and key trends shaping financial reporting and audit practices. (CPE is only granted for attending the live session.)
REPLAY: Succession Planning Strategy, Talent, & Retention
Succession planning is vital for sustaining leadership and performance. Our industry experts discussed strategies for developing, retaining, and compensating future leaders, plus lessons learned from real-world successes and challenges. (CPE is only granted for attending the live session.)
REPLAY: Navigating Compliance Risk in a Period of Deregulation
Deregulation offers relief but can create long-term risk. Attendees learned how to build resilient compliance strategies that adapt to changing oversight while maintaining strong governance and risk control. (CPE is only granted for attending the live session.)
REPLAY: Year End Tax Update Under
OBBBA
This webinar provided a year-end tax update under the OBBBA, highlighting recent developments, implications for financial institutions, and emerging guidance as the legislative landscape evolves. (CPE is only granted for attending the live session.)
REPLAY: M&A in Financial Services Trends, Deals & Market Outlook
Piper Sandler, returning presenters to the series, gave an in-depth look at M&A trends in financial services, including market shifts, private equity, fintech opportunities, regulatory impacts, and notable deals. (CPE is only granted for attending the live session.)
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.