2018 Financial Institutions Conference Bundle

OL188-18  |  On Demand Course  |  Update  |  Self-Study


Join us at the 2018 Financial Institution’s Conference to explore the latest regulatory developments facing finance and accounting professionals. Held at the Tennessee Banker’s Association in Nashville, this is your opportunity to network with others working in the banking and financial services sector.

Topics covered will update you on what is happening today and what’s changing tomorrow. You can expect annual updates in accounting, auditing and tax, as well as a Commissioner’s Update, delivered by the Tennessee Financial Institutions Commissioner, Greg Gonzales. Bankers and CPAs will also discuss hot topics in the world of finance including commercial real estate trends, cyber-security for vendors and insurance, surplus management and hedging, an economic update and much more.

Purchase this bundle and save 8% off the price of purchasing the courses individually.

Total CPE Credit: 5 Total Hours (3 Accounting, 1 Tax, 1 Economics)
*CPE credit will be awarded upon completion of each course included in the bundle.

Expiration Date: August 31, 2019

Courses Included in this Bundle:

  1. CECL Implementation Update: Lessons from the Field, Strategies Going Forward
  2. Community Bank Accounting and Audit Issues 
  3. Tax Update for Financial Institutions
  4. Balance Sheet Strategies for Successfully Managing Through a Flattening/Inverted Yield Curve Environment
  5. Economic Update

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Christopher Kuehl

Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations – Fabricators and Manufacturers Association, National Association of Credit Management, Finance, Credit and International Business and the Business Information Industry Association. He is also the economic analyst for several state accounting societies – Missouri, Kentucky, Tennessee and Kansas.

Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years – teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees in economics, Soviet studies and East Asian studies.

Chris is the author of Business Intelligence Briefs and Executive Intelligence Briefs - both publications from Armada. He is also responsible for the Credit Manager’s Index from NACM and Fabrinomics from the FMA.

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Michael L. Gullette, CPA

Arriving to the American Bankers Association in February 2009, Mike works with the FASB, the IASB, and the U.S. banking regulators in helping bankers understand and implement policies and regulations related to accounting, financial reporting, internal controls, and capital management. Mike was active in both the CECL and IFRS 9 standard-setting processes, leading the industry’s evaluation of each of the several different impairment models considered by FASB. He was also a reviewer of the various staff working drafts of CECL. Mike is author of various CECL-related discussion papers and various other CECL resources for ABA members.

Mike brings to the ABA over thirty years of experience in the financial services industries. Mike started his career as a Senior Manager for EY, where he concentrated on financial institutions. He has been CFO of an international charity and was a director of accounting policy implementation at Freddie Mac. He also has been controller of a life insurance company, implementing FASB Statement 97, which changed the recognition of revenues and expenses in the industry using long-term forecasts of the future – much like CECL.

A graduate of the University of Virginia, Mike is a Certified Public Accountant, and holds various other professional designations, including Certified Financial Planner and Certified Information Systems Auditor.

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Frank L. Farone

Frank consults nationwide with CEOs and CFOs of financial institutions to increase earnings through the proactive management of capital, liquidity/funding risk, and interest rate risk. He is a frequent speaker and author on topics such as industry issues and trends, funding solutions, regulatory issues, interest rate risk management, capital management and derivatives hedging techniques.

Frank was designated a “top-rated” speaker by FMS and is well known for his popular seminar “Turbo Charging Your ALCO Process” having helped thousands of bankers across the country.

Frank is a graduate of Siena College. He lives in Winchester, Massachusetts and is an avid golfer and runner, having completed numerous marathons including several Boston Marathons over the past 25 years.

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Michael J. Giammalvo, CPA

Mr. Giammalvo is the national practice leader for the firm’s financial services tax group where he oversees the delivery of tax consulting and compliance services to many of the firm’s financial services clients throughout the United States. He is also currently serving as a member of the firm’s Board of Directors and also leads the firm’s tax strategy efforts.

Mr. Giammalvo is personally involved with over 50 financial services clients that range from start-up de-novo banks to multi-state public companies with 20+ billion dollar balance sheets. He works extensively in the areas of strategic tax planning, mergers and acquisitions, financial accounting for income taxes, financial accounting for uncertain tax positions, stock-based compensation plans and IRS and state tax examinations. He is also a subject matter expert on Subchapter S corporation matters.

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Wynne E. Baker, CPA, CBA, CFSA, CFF

Wynne is a director in the Financial Institution Advisory Group of Saltmarsh, Cleaveland & Gund, specializing in advisory services, relationship management, industry training and public speaking. With more than 40 years of experience, Wynne has advised financial institutions through all stages, from consulting on the establishment of new bank charters to buying failed banks from the FDIC. He also has decades of litigation expertise and has served as an expert witness in court cases related to bank failures and frauds across the country.

Well-known for his contributions to industry standards and education throughout his career, Wynne is respected nationally as an authority on the Current Expected Credit Losses (CECL) model, developed by the Financial Accounting Standards Board (FASB) to replace current impairment models, is the author of the AICPA’s premier bank course, Introduction to Bank Accounting and Auditing and was co-editor of the Handbook of Financial Management for Banks published by McGraw Hill. He has led training for the FDIC and OCC and has been recognized as an Outstanding Speaker by the Florida Institute of CPAs and the Tennessee Society of CPAs.

Wynne currently serves on the Board of Directors for Sevier County Bancshares, Inc. and Sevier County Bank and is also a member of its Audit and Compensation Committees. Throughout his career, he has served on a number of national boards, including the AICPA’s Board of Directors and Foundation Board of Trustees, Strategic Planning Committee, Banking and Savings Institutions Committee and Banking Conference Committee.

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