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Co-sponsored with the Tennessee Bankers Association, this popular conference
attracts CPAs from mid- to upper-level management in industry. Covering a variety of current topics, the conference is certain to address the trends and issues affecting CPAs in industry today. |
| Exhibitors |
Visit our exhibitors during registration and networking breaks:
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Accountemps |
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ADP-Automated Data Processing |
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Alexander Thompson Arnold CPAs |
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| Break Sponsor |
We would like to recognize our sponsor:
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HORNE LLP |
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Session Highlights:
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| 7:30 - 7:55 a.m. |
Registration/Continental Breakfast
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| 7:55 a.m. |
Opening Remarks |
| 8 - 8:50 a.m. |
1. Commissioner’s Update
Greg Gonzales, JD, Commissioner, Tennessee Department of Financial Institutions, Nashville, Tenn.
The Tennessee Department of Financial Institutions regulates state banks and 6,000 other institutions. Commissioner Gonzales will present a current review of regulatory initiatives concentrating on issues facing banks as well as addressing non-depository institution developments and regulatory restructuring.
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| 8:50 - 8:55 a.m. |
Change Break |
| 8:55 - 9:55 a.m. |
Concurrent Sessions - Please Select One
2. The Brave New World of Investing - How Are Your Peers Managing Their Investment Portfolios?
Monica Sonnier, CPA, CFA, Sr. VP, Portfolio Strategist, FTN Financial, Memphis, Tenn.
After all of the spectacular blowups, shake-ups and meltdowns of the past year, is there any real value left to be had in the markets? Many institutions face a different outlook after the sub-prime meltdown and resulting economic slowdown. And of course, the pace of regulatory, tax and accounting changes that financial institutions have faced over the past year has been unprecedented. We’ll examine ways that other institutions are adjusting their portfolios to address issues such as reduced loan growth, increased credit losses, looming deposit insurance increases, increased deposit growth and too low/too high capital.
3. Current Developments in the Taxation of Financial Institutions
Michael J. Giammalvo, CPA, Partner, Crowe Horwath LLP, Brentwood, Tenn.
The past few years have seen significant changes in federal and state bank tax laws and the GAAP accounting for income taxes. We will also discuss the recent Tennessee legislative session and related bills that will impact the banking industry. We will explore these important developments, as well as other topics of interest to the audience, in this informative session.
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| 9:55 - 10:10 a.m. |
Networking Break & Exhibit Viewing |
| 10:10 - 11:25 a.m. |
4. What’s New in the World of Bank Accounting?
Wynne E. Baker, CPA, CBA, CFF, CSFA, Partner in Charge, Banking Industry Group, KraftCPAs PLLC, Nashville, Tenn.
This session will cover the following topics in detail: fair value, business combinations, allowance issues and impairment. In addition, any regulatory hot topics will be covered. |
| 11:25 a.m. - 12:15 p.m. |
Lunch |
| 12:15 - 1:30 p.m. |
5. An Anatomy of the Recession, 2009
G. Anthony (Tony) Spiva, Ph. D., Professor Emeritus, University of Tennessee, Knoxville, Tenn.
Recessions are difficult to forecast and seeking a single cause is fruitless. Once underway, recessions unfold in a highly predictable way. We will look at the recession half way through the year and forecast its path for the next 12 months. |
| 1:30 - 1:45 p.m. |
Networking Break & Exhibit Viewing |
| 1:45 - 3 p.m. |
6. A View of Banking Industry Conditions from the Federal Reserve’s Discount Window
W. Brian Bowling, CFA, Assistant Vice President, Federal Reserve Bank of Atlanta, Atlanta, Ga.
Since the financial crisis broke in 2007, the Federal Reserve has responded aggressively by making liquidity available through modifications to traditional Discount Window facilities and by introducing new emergency lending programs. How are these programs working? This session will look at the various Federal Reserve lending programs and their usage throughout the crisis.
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| 3 - 3:05 p.m. |
Change Break |
| 3:05 - 4:10 p.m. |
7. Banking with a Technology Twist
Jimmy Sawyers, Partner, Sawyers & Jacobs LLC, Collierville, Tenn.
Technology can present a dilemma for bankers who must face the tough questions: Do we implement new technology that may introduce security threats and burdensome compliance issues? Or, do we maintain the status quo and risk losing competitive advantage? For answers to these questions, join Jimmy for this entertaining and informative presentation as he covers:
• Top Tech Trends Impacting Banks
• Current Network & Internet Security Threats
• Most Common IT Audit Findings
• Life-Changing Gizmos and Gadgets
Learn how to meet the challenges presented by new technologies to achieve and sustain long-term, competitive advantage while maintaining a safe and sound operating environment.
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Course Level: Update
TSBA Subject Code: A/T/M
CPE Credit: 8 hours
| Registration Fees: |
before Sept. 6 |
after Sept. 6 |
| Member Discount Fee |
$245 |
$285 |
| Conference Fee |
$320 |
$360 |
Hotel Information: Reservations may be made at the Embassy Suites Nashville Airport by calling 615/ 871-0033. Please indicate that you are with the Tennessee Society of CPAs when making your reservation.
Registration Information
Enroll soon because space is limited. Register by Sept. 6 to pay the discounted registration fee. Registrations must be received seven days prior to the event in order to guarantee a seat and course materials. Allow approximately one week for receipt of confirmation.
Cancellations and Substitutions: Cancellations received by Sept. 13 will be assessed a $30 administrative fee. Cancellations received between Sept. 14 and Sept. 20 will be subject to a cancellation fee of 50 percent of the program fee. No refunds are given on or after the date of the program. A $30 administrative fee will be assessed for all substitutions and transfers. Registrants may substitute another individual up to the day before the conference. TSCPA must be notified in advance to ensure proper CPE credit.
Registration Fee Includes: conference, session highlights, continental breakfast, lunch and refreshment breaks
Suggested Dress: business casual.
TSCPA provides you with a Proof of Attendance that serves as your permanent record of participation. The Proof of Attendance, noting the credits earned, will be e-mailed within two weeks of the program.
If you have special needs under the Americans with Disabilities Act, please attach a written description or call the society office at 901/648-6664.
4 Easy Ways to Register
By Internet
Online registration
By Fax
615/309-8054 or 615/377-3904
By Mail
Mail completed registration form and payment to:
Educational & Memorial Foundation of TSCPA
201 Powell Place, Brentwood, TN 37027
By Phone
1-800/762-0272 or 615/377-3825
This conference is presented by The Educational & Memorial Foundation of the Tennessee Society of Certified Public Accountants, the TSCPA Financial Institutions Committee and the Tennessee Bankers Association.
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© Tennessee Society of Certified Public Accountants
201 Powell Place • Brentwood, TN 37027
Phone: 615/377-3825 • Fax: 615/377-3904
Toll Free: 1-800/762-0272
Disclaimer | FAQs | Contact TSCPA |
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