United States

RSM 2020 Financial Institutions Forum


Join RSM for our 21st annual Financial Institutions Forum. This year, our two-day event was held virtually; we explore the challenges, opportunities and trends facing the banking industry today. You will hear firsthand from industry specialists about what successful banks and financial institutions are doing to thrive in today’s business climate.

Wednesday, Sept. 23, 2020           

11 a.m. EDT | 10 a.m. CDT                              
Economic outlook and industry update
Brandon Koeser, RSM US LLP

After a global health pandemic inflicted a seismic shock resulting in a steep economic fall, markets are rebounding and the economic recovery has begun. As we look forward, what does the path to recovery look like? How do we get to a full recovery? How does this journey affect my financial institution? Understanding the continually evolving economic landscape is critical to making informed decisions to operate your organization. Gain these insights and more as part of this presentation.

Noon EDT | 11 a.m. CDT                             
Returning to normal
Christina Churchill and John Behringher, RSM US LLP

  The environment continues to change and financial institutions are evolving to best
  serve our clients in these unprecedented times. Establishing new controls, technology
  and ways of working are required to meet the needs of the institution, employees and
  customers. In this session we will discuss:

  • Working from new and diverse location
  • Maintaining appropriate security and control
  • Being aware of current security threat
  • Leveraging technology to enhance opportunities for growth
  • Preparing to return to work

Thursday, Sept. 24, 2020     

3 p.m. EDT | 2 p.m. CDT                                
Financial institutions accounting update
Amber Sarb, RSM US LLP

Accounting guidance is ever-evolving given the initiatives of the Financial Accounting Standards Board (FASB), guidance issued by regulatory agencies and the current environment related to the pandemic. Is your institution where it needs to be with regard to proper accounting, disclosure and reporting related to pandemic-associated matters such as Paycheck Protection Program loans, troubled debt restructurings and impairment?  Have you continued with your current expected credit loss-related implementation efforts? Are you prepared for the Libor transition? This session will bring you up to date on those accounting matters that we believe to be most relevant in these times.  

4 p.m. EDT | 3 p.m. CDT                       
Navigating taxes during a pandemic
Bianca Campos and Patrick Quinn, RSM US LLP

This session will provide an overview of the COVID-19 tax developments surrounding the Families First Coronavirus Response Act as well as the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This session will address the business tax considerations and tax credits that can assist in providing liquidity to taxpayers. Lastly, this presentation will address how current legislative tax changes affect individuals, investors and business owners.  

Ecomomic Outlook and Industry Update
Returning to Normal

Sept. 23, 2020


Download webcast slides

Financial institutions accounting update
Navigating taxes during a pandemic

Sept. 24, 2020


Download webcast slides

Event details

Who should attend
Financial institutions/banking executives, controllers, tax executives, finance professionals and business leaders


More information
Email Jennifer Van Cleave or call +1 210 253 1595