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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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, […]
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, […]
During the practical session on GASB Statement No. 103, Financial Reporting Model Improvements effective for fiscal years beginning after Jun 15, 2025, we walked through […]
Uncertainty is the new normal. Leaders face an unprecedented convergence of challenges in financial, operational and organizational issues. These pressures demand new ways of […]
Succession planning is one of the most important, yet most overlooked steps in protecting the future of a business. Without a clear plan, owners risk […]
Leading your organization’s strategic direction required a clear roadmap – one rooted in your mission, vision, and core strategic pillars. Our strategy experts introduced […]
