2019 Financial Institutions Conference Bundle

OL254-19  |  On Demand Course  |  Update  |  Self-Study

Description

If you work in the banking field, TSCPA's Financial Institutions Conference is your one-stop shop to get the latest information and network with other CPAs from around the state. 

Stay ahead of the curve when it comes to the rapidly changing landscape of your profession at this year's TSCPA Financial Institutions Conference.

Purchase this bundle and save over 15% off the price of purchasing the courses individually.

Total CPE Credit: 2 Total Hours (Taxes, A&A)
*CPE credit will be awarded upon completion of each course included in the bundle.

Expiration Date: August 31, 2020

Courses Included in this Bundle:

  1. Tax Update for Financial Institutions
  2. Banking Accounting and Auditing Update

Designed For


 

Prerequisites

None

Preparation

None

Notes

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Cancellations, substitutions and transfers are not available for On Demand courses or self-study products. By registering for this On Demand course, you agree to TSCPA's Policies and Procedures.

Prices

Member (Early Bird)
$65.00
Non-Member (Early Bird)
$95.00
Member
$65.00
Non-Member
$95.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Instructors

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, 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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