United States

2019 Financial Institutions Forum


Join us on Aug. 8 for RSM’s 20th annual Financial Institutions Forum in San Antonio. This full-day event will 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.


Valuable industry topics will be discussed including:

  • What is your cyber risk appetite—what risks can you tolerate?
  • Enterprise risk management—benefits, challenges and how to leverage your existing processes and structure
  • Decoding the mysteries of tax reform
  • Emerging industry trends in regulatory compliance

Event details

Who should attend
Banking industry executives, controllers, tax executives, finance professionals and business leaders

Date and time
Thursday, Aug 8, 2019
8 a.m. - 4:30 p.m.

JW Marriott San Antonio Hill Country Resort and Spa
23808 Resort Parkway
San Antonio, TX  78261

CPE credit
Up to seven CPE credits will be issued to eligible participants

$140 per participant

Substitution and cancellation policy
You may substitute the name of your attendee at any time with no penalty, by contacting the event organizer. All cancellations and refund requests must be received at least five business days in advance of the event. Refunds received after this time will not be granted.

Hotel room information
Guests requiring lodging should contact the hotel directly for reservations at +1 877 622 3140. Reservations can be made online https://book.passkey.com/go/RSMFinancial2019

Refer to the RSM US courtesy room block to receive the discounted room rate of $239 per night, plus tax. The RSM group discounted room rate will expire on July 25, 2019. If you plan to book a hotel room, please do so before that date.

More information
Email Mary Clare Kaiser