2021 Financial Institutions Conference Bundle

OL466-21  |  On Demand Course  |  Update  |  Self-Study

Description

This is the 2021 Financial Institutions Conference Bundle

Purchase this bundle and save 18% off the price of purchasing the courses individually. Discount percentages reflect discount on member price.

Total CPE Credit: 3.5 Total Hours (1.5 Taxes, 1 Accounting; 1 Economics)
*CPE credit will be awarded upon completion of each course included in the bundle.

Expiration Date: August 31, 2022

Courses Included in this Bundle:

  1. Managing Through Data Analytics
  2. Tax Update for Financial Institutions 
  3. Economic Update - Financial Institutions


 

Credits

Number of Credits Type of Credits
1.00 Accounting
1.00 Economics
1.50 Taxes

Prices

Member (Early Bird)
$109.00
Non-Member (Early Bird)
$159.00
Member
$109.00
Non-Member
$159.00
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

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 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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Michael Koupal, CPA

Mike is a principal at Elliott Davis in Nashville. With over 15 years of experience in public accounting, Mike's experience includes working with financial institutions ranging in size from $80 million to more than $7 billion in assets. His external audit experience includes both private and public institutions, including SOX 404 and FDICIA requirements.

Mike's internal audit experience includes private and public institutions, including assisting in determining and setting up key controls for SOX 404 and FDICIA requirements. He also specializes in data analytics, interest rate risk and liquidity risk management, credit administration, and loan/credit reviews. Mike's loan review experience includes experience at institutions ranging from $80 million to nearly $10 billion in assets. His experience includes both external loan reviews and loan reviews completed during external financial statement audits, giving him a diverse perspective.

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Alek Bevensee, CPA

Alek is a manager at Elliott Davis in Charlotte, NC. He frequently guest lectures at universities and industry conferences on the topics of data analytics, business intelligence, and data visualization. He aids companies in unlocking the full power of their financial and operational data to find solutions to complex challenges. From executing in-depth statistical analyses to building c-suite-friendly dashboards, customers value Alek's ability to deliver effective solutions with substantial ROI.

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