United States

Year-end accounting and tax issues update for financial services


Join leaders from RSM’s financial services practice for an overview of the pressing accounting and tax issues facing the industry today. In this one-hour update, you’ll gain insights on how to strategize and prepare for the coming year.

Key topics include:

  • Impact of the current economic environment on lending and reserves
  • Current expected credit loss methodology, updates and reminders
  • Libor transition
  • Tax update

Our presenters

Brandon Koeser

Senior Manager, Financial Services Senior Analyst

Areas of focus: Financial Services

Mike Lundberg


Doug Jenen


Learning objectives
By the end of this webcast, participants will be able to:

  • Identify a variety of regulatory issues confronting financial institutions
  • Discuss accounting, disclosure and reporting matters
  • Articulate key issues and developments facing financial institutions

CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

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 internet-based
Field of study: Accounting | CPE: 1.0 credits per webcast


Event details

Who should attend
CEOs, chief financial officers, controllers, tax directors, audit committee members, board members and C-level executives

Date and time
Wednesday, Dec. 8, 2021
1 p.m. EST | Noon CST
60 minutes

CPE credit
One CPE credit will be issued to eligible participants


More information
Email us or call +1 800 274 3978