United States

RSM and PCBB’s 2017 Executive Management Road Tour

IN-PERSON EVENT  | 

Join us Aug. 7–8 in San Francisco or Sept. 25–26 in Chicago for RSM and PCBB’s 2017 Executive Management Road Tour. We will explore how you can capitalize on current trends to overcome regulatory challenges and cyberthreats and the other hurdles between banks and growth. 

Register for Aug. 7–8 in San Francisco

Register for Sept. 25–26 in Chicago

Sessions include*:

Accounting update—CECL and more
CECL and the new lease accounting standard will have significant implications for financial institutions, including regulatory capital. Our conference will include sessions to assist with critical implementation considerations for these important accounting standards updates. 

Optimal CECL
Given a variety of methods available, we will take a look at which methods make the most sense for different loan types under different scenarios. Attendees will better understand the nuances and impact of the intertwining nature of loan loss allowances and interest rate risk/market movement over time. It will help you find the optimal mix of methods as you prepare for CECL.

Compensation
A look at industry trends and expectations will transform the components driving compensation today and roll it into the future. Learn how the compensation experts do their analysis and lay out five key moves you can make to structure yourself for the greatest future opportunity.

New roles and responsibilities
Most banks have inherited various areas of responsibility over time as the industry has shifted, but is that optimal? This session will take a closer look into the current roles and responsibilities of the management team (CEO, CFO, chief liability officer and chief information officer) and suggest five proven changes that should occur to restructure this team to meet dynamic industry changes around the technology revolution and shifting customer demands.

Competitive analysis
Finding customers is difficult and getting them to bank with you can be even more difficult. Your teams need to have the tools and education to understand what the competition is doing and why. This session will peel back what big bank competitors are doing in the loan space. Learn about what are they doing, why, and how can you compete, and then discover where there are more opportunities and risks.

Top 7 CFO Issues & What to do About Them
This session explores the Top 7 results from a survey of hundreds of community bank CFOs and other executives. Participants will review those issues in order to gain a deeper understanding and then explore concrete examples of things that can be done about them at your own bank. There are so many issues out there it can be difficult to know where to start, so this survey is designed to help not only identify those considered the most important, but also provide options as to what steps community bankers can take now to address them to benefit the bank.

Getting past the sound and fury of cybersecurity
This extended session will focus on the reality of cybersecurity within the financial sector rather than the headlines. We will explore the most common incidents hitting this industry, the typical outcomes of such issues and the expected damages. We will also hold an interactive discussion with the audience and a panel of representatives from law enforcement to discuss what tactics and solutions are working to counter the threats.

Build relationships with digital banking
Strong customer relationships are fundamental to the success of all financial institutions. Community banks have made personal service a cornerstone of success and have differentiated themselves from larger competitors through an emphasis on customer service.  Today’s consumers have rapidly changing expectations for how they communicate and how they interact with all businesses. Enhancements in technology, including the ubiquitous access to smartphones, have fundamentally changed how financial institutions must interact with consumers. Digital banking options span a wide range of delivery channels, products and services that can be deployed. What is the right strategy for your organization? 

Economic update from RSM’s chief economist
RSM’s chief economist, Joe Brusuelas, will share an update on the economy and its impact on the banking industry, including what the Trump presidency means to the U.S. economy and more. 

Regulatory round-up
Our regulatory panel will provide an opportunity for bankers and banking regulators to exchange ideas on hot topics including commercial real estate (CRE) concentrations, loosening of underwriting standards, risks and opportunities for community banks related to Fintech, CECL and more. 

Anti-money laundering practices and trends
An in-depth look at how well-positioned financial institutions successfully navigate a complex and evolving anti-money laundering (AML) landscape will be presented along with benchmarking data on AML department size/structure, operating philosophy, cost of compliance, processes and technological infrastructure.

*Agenda subject to change

Learning objectives
Attendees will learn emerging accounting issues concerning CECL, capital leases and other areas. They will learn about a variety of regulatory issues confronting financial institutions, emerging compensation practices, digital banking strategies, anti-money laundering strategies and other key financial and operational concerns

CPE credit
RSM US LLP is pleased to offer up to 10.5 CPE credits for attending this event. To qualify, you must sign in at the registration desk.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group live
Fields of study: Accounting, economics, management advisory services, regulatory ethics | CPE: Up to 10.5 credits

Event details

Who should attend
Financial institution chief financial officers, audit committee members, chief executive officers, chief risk officers

Locations
San Francisco: The Westin St. Francis San Francisco on Union Square
335 Powell St.
San Francisco, CA 94102

Chicago: Hilton Chicago
720 South Michigan Ave.
Chicago, IL 60605

CPE credit
Up to 10.5 CPE credits will be awarded to eligible participants for attending this event

Registration fee
Early bird: $349
Early bird multi-attendees: $299
Tardy bird:  $399
Tardy bird multi-attendees:  $349
Standard: $499
Standard multi-attendees:  $449

Guest registration fee
$189

More information
Email Noel Fallon or call +1 816 751 4039