2019 Financial Institutions Seminar – Syracuse

Tuesday, November 12, 2019
9:30 AM - 3:00 PM

Genesee Grande Hotel
1060 E. Genesee Street, Syracuse, NY 13210

You’re invited to attend the 2019 Financial Institutions Seminar to be held in three locations this year – Syracuse, Albany and New York City. Please join The Bonadio Group and M&T Bank’s Financial Institution experts, industry friends and colleagues for a great day of informative presentations, industry updates and networking. Attendees will also earn 4 CPE credits.

Register today to reserve your complimentary spot!

Presentations by:
Lawrence Fruchtman, Senior Counsel—Nixon Peabody
Compliance Update

Avi Barak, Managing Director, Investment Banking and Scott Hildenbrand, Principal, Balance Sheet Analysis and Strategy—Sandler O’Neill + Partners, L.P.
Balance Sheet Strategy: What Board Members & Senior Management Should Know in Any Environment

Jeffrey Cardone, Partner and Benjamin Azoff, Partner—Luse Gorman, PC
Next Steps – Different Alternatives to Raise Capital, Merge, Acquire or Be Acquired

Jake Civiello, Director, Banks & Thrifts—Janney Montgomery Scott LLC
An analyst’s perspective on investor expectations, economic indicators and valuation.


Register Now


CPE Information
Bonadio & Co., LLP – NASBA Sponsor # 112853

Learning Objectives: Review and discussion of emerging issues facing financial institutions. After this course you will have a basic understanding of the current:

  • Compliance Updates
  • Non-Income Producing Items
  • Community Bank Capital Markets and M&A
  • Different Alternatives to Raise Capital, Merge, Acquire or Be Acquired
  • Investor Expectations, Economic Indicators and Valuation

Program Level: Basic

Prerequisites: N/A

Advanced Preparation: N/A

Instructional Delivery Method: Group live

Recommended CPE Credits: 4 specialized knowledge and applications

Refund/Cancellation Policy (if applicable): If a program must be canceled, Bonadio will notify all registered participants as soon as cancellation is known by emailing the address registered. Bonadio will also put a notice of cancellation on its website for courses offered to outside participants. If the program is canceled, a full refund will be issued. If a participant cancels prior to the published registration deadline for the event, a full refund will be issued.

Complaint Policy: For each program, Bonadio & Co., LLP will provide the contact information for the presenters and reviewers and communicate that all questions, concerns, or complaints be directed here. Bonadio & Co., LLP will reply to all such communications in a timely fashion. For more information regarding administrative policies such as complaint and refund, please contact our Professional Excellence Division at (585) 662-2228.

NASBA Statement: Bonadio & Co., LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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