Friday, October 19, 2018
|
|
- Philip Ryan
- 5 years ago
- Views:
Transcription
1 INTERNAL BANK AUDITORS ASSOCIATION OF WESTERN PENNSYLVANIA 2 nd Annual Training Day Friday, October 19, 2018 Regulatory Hot Topics and Compliance Updates Accounting Updates and Liquidity Risk Management Presented by David Smith, Compliance Director, Accume Partners, Stephanie Szatkowski, Compliance Manager, Accume Partners, Ian McDowell, Principal Auditing and Assurance Group, S.R. Snodgrass, P.C. and John Brooks, Principal Consulting Group, S.R. Snodgrass, P.C. Internal Bank Auditors Association of Western Pennsylvania Pa. State Board of Accountancy Sponsor License No. PX001755L Group Study
2 2 nd Annual Training Day Friday, October 19, 2018 Rustic Inn, Indiana, PA 8:00 am to 8:30 am Registration 8:30 pm to 12:00 pm Regulatory Hot Topics/Compliance Updates TRID Amendments (effective Oct. 1), Beneficial Ownership, Military Lending Act, Regulatory Expectations, etc. Presented by David Smith, Compliance Director, Accume Partners and Stephanie Szatkowski, Compliance Manager Accume Partners 12:00 p.m. to 1:00p Lunch (included in registration) 1:00 pm to 4:30 pm Accounting Updates/Liquidity Risk Management CECL, revenue recognition, lease accounting, liquidity risk management, and other accounting standards updates Presented by Ian McDowell, Principal S.R. Snodgrass P.C. and John Brooks, Principal S.R. Snodgrass P.C.
3 PRESENTER BIOGRAPHIES David Smith, Compliance Director, Accume Partners, CAMS, CRCM David is a Director and has over 13 years of regulatory compliance experience in the financial institutions industry. He provides regulatory compliance services to the firm s financial institutions clients. David performs and oversee consumer compliance audits and consulting reviews (all lending, deposit, and alphabet regulations), specialty audits and reviews (BSA/AML, Fair Lending, UDAAP and CRA) and compliance management audits for a wide range of clients. David administers client compliance programs, assesses compliance risk, provides compliance training, drafts policies and procedures, interprets compliance laws and regulations and provides guidance for efficient implementation of law and regulation changes to business processes. He also provides regulatory updates to Accume colleagues and clients through weekly alerts, monthly newsletters, and a regulatory calendar. David serves as a subject matter expert by playing an intricate role in the implementation of firm-wide and client initiatives undertaken as a result of the Dodd- Frank and other legislation. Stephanie Szatkowski, Compliance Manager Accume Partners Stephanie is a Compliance Manager and has over 25 years of regulatory compliance experience in the financial institutions industry. She provides regulatory compliance services to the firm s financial institution clients. She performs consumer compliance audits and consulting reviews (all lending, deposit, and alphabet regulations) as well as specialty audits and reviews (Fair Lending, UDAAP, HMDA, CRA) for a wide range of clients. In addition, Stephanie presents compliance training at the Board and staff level. Stephanie serves as a subject matter expert of consumer compliance regulations within the firm and for the firm s clients. Through several key areas of focus, Stephanie stays in front of changing regulations, brings balanced perspectives and specialized knowledge demanded by banks and financial institutions due to the aggressive pace of an arduous regulatory environment. Stephanie is an active member of both the New Jersey Bankers BSA and Compliance/CRA Sub-Committees. She has presented both local and national seminars and webinars for New Jersey Bankers Association (New Jersey Savings League) and the Financial Managers Society. Stephanie is also a member of the Institute of Internal Auditors. Ian F. McDowell, CPA Principal S.R. Snodgrass, P.C. Ian is a Principal at S.R. Snodgrass, P.C. and has developed expertise in all aspects of the firm s auditing and assurance services. He is particularly proficient with assisting public companies in their SEC regulatory filings under the Securities Act of 1933, the Securities Exchange Act of 1934, and the Sarbanes-Oxley Act of Ian has helped his clients navigate through business combinations as well as numerous public and private stock offerings. He is adept at preparing and coordinating all aspects of financial statement audits and other assurance services. While most of Ian s expertise is within the financial services sector (banks, credit unions, hedge funds, investment companies, broker-dealers/rias), Ian has also worked extensively with a variety of manufacturing companies, not-for-profit entities, and employee benefit plans. He remains informed of the ever-changing rules and regulations affecting these industries and assists his clients in dealing with accounting and financial matters that impact their business. Ian received a bachelor s degree in accounting from Otterbein College. He is a Certified Public Accountant in the state of Pennsylvania and is a member of the American and Pennsylvania Institutes of Certified Public Accountants. He also actively participates as a member of the PICPA s Financial Institutions Committee and is a member of the PICPA Council.
4 John L. Brooks, Ed.D., CPA Principal S.R. Snodgrass, P.C. John has over 30 years of bank management and consulting experience, including a position as the Chief Accounting Officer at a $1.2 billion bank holding company with mortgage and wealth management subsidiaries. In this capacity, John was responsible for accounting and financial reporting, including SEC reporting, asset liability and market risk management, commercial interest rate swaps, derivatives and hedging, mortgage banking, and tax planning and accounting. He is a Certified Public Accountant and holds a master of business administration from Waynesburg University. John completed the requirements for his doctorate (Ed.D.) in administration and leadership from Indiana University of Pennsylvania. His dissertation research explored the relationship between job satisfaction and financial performance in community banks. John started his career as an auditor and held the position of Chief Auditor at two financial institutions. He also spent five years as an Assistant Professor of Accounting at a local college. In his role at S.R. Snodgrass, John was involved in the design of our proprietary enterprise risk management process. He provides ERM services for our clients and assists on audits of unique, higher-risk areas, such as derivatives and interest rate risk management and model validation. John is also involved in our training program for audit staff specializing in mortgage banking, derivatives, and hedging.
5 IBAAWP EDUCATIONAL SEMINAR REGISTRATION FEES: Member Institutions: $175 Non-Members: $200 Please register early as seating is limited to 50. Price includes: Morning refreshments Lunch buffet Afternoon refreshments MEETING LOCATION This seminar will be held at the Rustic Lodge located at 2199 Oakland Avenue in Indiana, Pennsylvania. Directions are included within this bulletin. Dress is business casual. CPE CREDIT Attendees will receive 8 CPE. This qualifies as a group study course. WHO SHOULD ATTEND Auditors, Accountants, Risk Managers, Compliance Officers, and Lenders
6 IBAAWP EDUCATIONAL SEMINAR Indiana, Pennsylvania REGISTRATION FORM Registration Fees: Members: # $ each $ Total Non-Members: # $ each $ Total GRAND TOTAL: #Attending $ Total Registration Form (Attach pages for additional names.) First Name Middle Initial Last Name Title Organization Address City State Zip Phone Fax Address NOTE: Registrations and payment must be received by October 12. No refunds will be granted for cancellations after that date. INFORMATION CONTACT MAKE CHECKS PAYABLE TO IBAAWP Mail to: Blaise Pecek Commercial Bank & Trust of PA 900 Ligonier Street PO Box 429 Latrobe, PA Julie Edwards PHONE: (814) ST SUMMIT BANK jedwards@1stsummit.com 125 Donald Lane FAX: (814) Johnstown, PA 15904
7 From JOHNSTOWN and Points SOUTH: Directions to Rustic Lodge 1. PA-Route 56 to Route Stay straight on PA-56 at Armagh go about 9 miles 3. Turn/bear Right onto PA-954, go about 4 miles. 4. Turn left Route 422 West, go about 2 miles., 5. Take second exit, Route Turn right at stop/yield sign go about 1mile, Rustic Lodge on Right From DUBOIS and Points NORTH: 1. South on US-219 towards Indiana 2. Exit onto Route 422 West 3. Take second exit, Route Turn right at stop/yield sign, go about 1mile, Rustic Lodge on Right From PITTSBURGH and Points WEST: 1. Take the US-22 East towards Blairsville. 2. Just outside of Blairsville take the US-119 N ramp towards Indiana. 3. At stop sign turn LEFT onto US-119, go about 10 miles 4. Watch for signs, bear right to pick up Rt. 422 West, go about 2 miles 5. Take second exit, Route Turn right at stop/yield sign, go about 1mile, Rustic Lodge on Right From ALTOONA and Points EAST: 1. Take the US-22 to Ebensburg 2. Merge onto US-422 W at Ebensburg, stay on for approximately 30 miles 3. Exit on Route Turn right at stop/yield sign go about 1mile, Rustic Lodge on Right Overnight accommodations are available at: Comfort Inn-Indiana, 1350 Indiana Springs Road, Indiana, PA. Phone: (724) Super 8 Motel, Southtowne Plaza, Indiana, PA. Phone: (724)
Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC
Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC Morning Workshop - 8:30 am - 11:30am (3 CPE) Presenter/Speaker David Kahan, Senior Manager, Ernst &
More informationBanking & securities accounting and reporting update
Banking & securities accounting and reporting update Tuesday, May 22, 2018 Agenda Subject to change Topic Time Speaker(s) Registration/lunch 12:30 p.m. 1:00 p.m. Welcome/introduction 1:00 p.m. 1:05 p.m.
More informationLynn E. Turner Managing Director
Lynn E. Turner Managing Director 725 South Figueroa Street, Suite 2950 Los Angeles, CA 90017 main: 213.222.0870 fax : 888.222.6001 lturner@litinomics.com Lynn E. Turner is a Managing Director within the
More informationUpstream Petroleum Contracts, Accounting & Auditing Policies and Procedures
Upstream Petroleum Contracts, Accounting & Auditing Policies and Procedures 25 Nov - 06 Dec 2018, Dubai 02-13 Sep 2019, London 24 Nov - 05 Dec 2019, Dubai Upstream Petroleum Contracts, Accounting Introduction
More informationThe Assemblies for Bank Directors
At the Cox School of Business Southern Methodist University Dallas, Texas November 1-2, 2013 Introducing The Certified Community Bank Director s (CCBD ) Program Board education and training are essential
More informationCOMPLIANCE UNIVERSITY Wednesday, June 22 Friday, June 24, 2016 Crowne Plaza Monroe, Monroe Twp., NJ
COMPLIANCE UNIVERSITY 2016 Wednesday, June 22 Friday, June 24, 2016 Crowne Plaza Monroe, Monroe Twp., NJ Program and Biographies Wednesday, June 22, 2016 NJBankers Compliance University 2016 Wednesday,
More informationHFMA January CFO Forum
HFMA January CFO Forum January 26, 2018 St. Mark s Hospital Education Auditorium 1200 E. 3900 S. Salt Lake City, Utah 7.0 CPE hours 7:30 8:00 a.m. Continental Breakfast 8:00 8:15 a.m. Opening and Chapter
More informationAMERICAN SOCIETY OF APPRAISERS PHILADELPHIA CHAPTER 2015 BUSINESS VALUATION SEMINAR. Venue: DoubleTree Suites by Hilton Hotel, Plymouth Meeting, PA
AMERICAN SOCIETY OF APPRAISERS PHILADELPHIA CHAPTER Date: Friday, April 24, 2015 2015 BUSINESS VALUATION SEMINAR Venue: DoubleTree Suites by Hilton Hotel, Plymouth Meeting, PA Program: The program features
More informationGroup of companies Corporate Profile
Group of companies Corporate Profile 47 Soi 53, Rama 3 Road, Bangpongpang, Yannawa, Bangkok 10120, THAILAND Tel: (662) 294-8504, Fax: (662) 294-2345, Website: www.asv.co.th About us ASV & ASSOCIATES LIMITED
More informationAGENDA. Tax Reform: Where are We Today and How Can We Best Position Ourselves for Tomorrow? Lance Davis, BKD and Pat Tuley, Porter Keadle Moore
AGENDA 8:30am-9:00am 9:00am-9:45am 9:45am-10:30am 10:30am-10:45am 10:45am-11:30am 11:30am-12:00pm 12:00pm-1:00pm 1:00pm-1:45pm 1:45pm-2:00pm Continental Breakfast & Registration CECL: What s the Latest
More information2015 Real Estate Industry Update A landscape for change: Transforming for the future
2015 Real Estate Industry Update A landscape for change: Transforming for the future September 15, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been
More informationDALLAS AREA COMPLIANCE ASSOCIATION - NEWSLETTER
NOVEMBER 2014 VOLUME 2014.5 DALLAS AREA COMPLIANCE ASSOCIATION - NEWSLETTER Presidential Message by Shana N. Jones GENERAL MEETING INFORMATION When? November 19, 2014-11:30 am What? NO PAIN. NO GAIN. Let
More informationThe Governance. for Small-and Medium-Sized. Leaders from Alberta for the World
The Governance Program for Small-and Medium-Sized Enterprises Leaders from Alberta for the World Organizations reap many rewards from their governing boards - an agile response to the economy, a watchful
More informationOUR COMMITMENT TO YOU
GET TO KNOW US OUR COMMITMENT TO YOU PRESTIGE WEALTH MANAGEMENT GROUP WAS FOUNDED WITH THE GOAL OF ASSISTING OUR CLIENTS IN EVERY ASPECT OF THEIR FINANCIAL LIVES. 2 Prestige Wealth Management Group was
More information2015 Real Estate Industry Update A landscape for change: Transforming for the future
2015 Real Estate Industry Update A landscape for change: Transforming for the future December 10, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on
More informationMCPI Annual Conference Tuesday, September 19, 2017
Michigan Council of Professional Investigators MCPI Annual Conference Tuesday, September 19, 2017 Location: Cleary University, 3750 Cleary Drive, Howell, MI 48843 Time 8:45am 9:00am 9:00am 9:45am 9:45am
More informationCFO Conference May 23, :00am - 4:30pm The Bankers Center - Baton Rouge, LA
AGENDA 9:00am-10:15am Tax Credit Panel Discussion Kevin Powers, Crowe Horwath Benny Jeansonne, Silas Simmons, LLP Gordon Meyer, Postlethwaite & Netterville This session will review various federal and
More information261 Gorham Road South Portland, ME Company Profile
Company Profile Preservation Management, Inc. (PMI) has been providing comprehensive residential and commercial property management services since 1990. Over the last two decades PMI has grown to manage
More informationThe Apollo Group at Morgan Stanley
The Apollo Group at Morgan Stanley A wealth advisory practice that provides clients with the financial planning and investment management services they require and deserve. Private Wealth Management: The
More informationCURRENT ISSUES IN HIGHER EDUCATION
CURRENT ISSUES IN HIGHER EDUCATION Group-Live Presentation 1 CPE Credit Accounting (Govt); 1 CPE Credit Behavioral Ethics; 1.5 CPE Credits Personnel/HR; 1.5 CPE Credits Personal Development; 1 CPE Credit
More informationSmall Business Investment Companies
Small Business Investment Companies Small Business Investment Companies The economy depends on privately held businesses, and privately held businesses need capital to grow. The SBIC (Small Business Investment
More informationLauren W. Taylor Partner
Lauren W. Taylor Partner Warrington, PA Tel: 215.918.3625 Fax: 215.345.7507 lwtaylor@foxrothschild.com Lauren's practice focuses on a broad range of transactional real estate and corporate matters. Her
More informationANDREW N. TINSETH Assistant Professor of Clinical Accounting
ANDREW N. TINSETH Assistant Professor of Clinical Accounting BIOGRAPHY: Andrew Tinseth is an Assistant Professor of Clinical Accounting at the University of Southern California s (USC) Marshall School
More informationEMERGING LEADERS CONFERENCE
SUMMER 2017 EMERGING LEADERS CONFERENCE Aug. 27-28, 2017 Sheraton Harrisburg Hershey Harrisburg, Pa. This conference is designed for individuals from all areas and levels of the banking industry with current
More informationSupervision of Outside Business Activities (OBAs) and Private Securities Transactions Wednesday, November 9 3:30 p.m. 4:30 p.m.
Supervision of Outside Business Activities (OBAs) and Private Securities Transactions Wednesday, November 9 3:30 p.m. 4:30 p.m. Outside business activities (OBAs) and private securities transactions (PSTs)
More informationThursday March 1 st, 2018 Shearman & Sterling LLP 599 Lexington Avenue New York, NY 10022 http://www.inmobiliare.com/newyork http://www.usmcocne.org BACKGROUND The United States Mexico Chamber of Commerce
More informationViking Advisory Group. Company Presentation September 2011
Viking Advisory Group Company Presentation September 2011 Viking Advisory Group Mission To offer value added, high quality services within the disciplines of financial management, accounting, legal, insurance,
More informationEnjoy. Allan Koltin, CPA
Presented by the Management of an Accounting Practice Section of the Georgia Society of CPAs CPA Firm Practice Management Conference 2007 Sunday, November 11 - Monday, November 12 Brasstown Valley Resort,
More informationEBA Membership Joining the EBA is easy! To sign up for your membership today, visit envirobank.org, then click Join EBA and follow the prompts.
EBA Membership Joining the EBA is easy! To sign up for your membership today, visit envirobank.org, then click Join EBA and follow the prompts. Financial Institution Members This membership is open to
More informationFamily Office Conference
FAE 2013 Conferences Third Annual Family Office Conference foundation for accounting FAE education Network with leading professionals and hear relevant, timely perspectives from renowned family office
More informationSymposium 2003 Reputation Equity: Corporate Citizenship & the Bottom Line
Corporate Communication Institute at Fairleigh Dickinson University Sponsoring Organizations: Accenture AT&T BD Convergys J.M. Huber Corporation Pfizer Raytheon Schering-Plough Wyeth Participating Organization:
More informationSTEVEN C. COSENTINO, CPA Rockwell Ct. Poway, CA (619)
STEVEN C. COSENTINO, CPA 12833 Rockwell Ct. Poway, CA 92064 stevecosentino@pointloma.edu (619) 849-2625 EDUCATION AND CERTIFICATION Master of Business Administration Finance, 1989 San Diego State University,
More informationKey Aspects on IFRS Treatment of Financial Instruments
Practical Workshop for Bankers Key Aspects on IFRS Treatment of Financial Instruments 16-17 November 2015, Kyiv Venue: National Bank of Ukraine Learning Center Andriyivska Street 1, Kyiv The World Bank
More informationFall Conference November 7 9, 2018 Atlantic City, NJ
Fall Conference November 7 9, 2018 Atlantic City, NJ Sponsored by: Delaware First State Cemetery Association Maryland Cemetery, Funeral and Cremation Association New Jersey Cemetery Association Pennsylvania
More informationTENOR CAPITAL PARTNERS. ESOP Leveraged Buyout Specialist,
TENOR CAPITAL PARTNERS ESOP Leveraged Buyout Specialist, Tenor Capital Partners, LLC (TCP) is the leading boutique investment bank in the southeast focused exclusively on advising, and acting as advocate
More informationSmith A. Brownlie III, CPA
Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to
More informationThe ABCs of SBICs A PilieroMazza Webinar. October 25, 2017
The ABCs of SBICs A PilieroMazza Webinar October 25, 2017 Presented by Jon Williams, Partner jwilliams@pilieromazza.com (202) 857-1000 Kimi Murakami, Counsel kmurakami@pilieromazza.com (202) 857-1000 2
More information2016 Program Details
2016 Virginia Bank Directors & Executive Management Conference Offered in Two Locations! SOUTHWEST The Inn at Virginia Tech Tuesday March 22, 2016 CENTRAL Wyndham Virginia Crossings Resort Wednesday March
More informationThe Fortress Group at Morgan Stanley
The Fortress Group at Morgan Stanley 1 Penn Plaza 43rd Floor, New York, NY 10119 212-643-5781 / Main 800-223-4565 / Toll-Free 212-714-2546 / fax www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com
More informationElizabeth A. Khalil Member
Elizabeth A. Khalil Member Chicago 10 South Wacker Drive Suite 2300 Chicago, IL 60606 Areas Of Practice Government Policy & Practice Cannabis Law Privacy and Data Security Industries FinTech, Payments
More informationCFO Conference. July 11, am-4:15pm The Bankers Center - Baton Rouge, LA AGENDA. Continental Breakfast & Registration
AGENDA 8:30am-9:00am 9:00am-10:00am 10:15am-11:15am 11:30am-12:30pm 12:30pm-1:30pm 1:30pm-2:30pm Continental Breakfast & Registration Liquidity Jeff Fair, American Planning Corporation & Drew Simmons,
More informationUNIVEST CORPORATION OF PENNSYLVANIA (Exact name of registrant as specified in its charter)
Section 1: 425 (8-K) UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report
More informationForm FR Y-6. InFirst Bancorp, MHC Indiana, PA Fiscal Year Ending December 31, 2016
Form FR Y-6 InFirst Bancorp, MHC Indiana, PA Fiscal Year Ending December 31, 2016 Report Item 1: Annual Report to Shareholders The mutual holding company does not prepare an annual report and is not registered
More information2018 BCBA Convention Registration Packet
2018 BCBA Convention Registration Packet Invitation/Convention Overview... 2 Registration Forms... 3 Breakout Sessions and Speakers... 6 Agenda... 9 Corporate Sponsors... 11 1 June 22, 2018 Fellow Community
More informationFSIC FRANCHISE. Frequently asked questions
Frequently asked questions FSIC FRANCHISE 1. What are the details of the announced transaction? FS Investments ( FS ) and KKR Credit ( KKR ) announced an agreement to form a partnership to provide investment
More information14TH ANNUAL. THURSDAY, APRIL 26, 2018 Edmonton at River Cree Resort 8 :00 am - 3:30pm with cocktail reception to follow
14TH ANNUAL THURSDAY, APRIL 26, 2018 Edmonton at River Cree Resort 8 :00 am - 3:30pm with cocktail reception to follow Watch clips from the 2015 conference BREAKFAST SPONSOR LUNCHEON SPONSOR COCKTAIL RECEPTION
More informationFUNDAMENTALS OF UPSTREAM ACCOUNTING
COURSE FUNDAMENTALS OF UPSTREAM ACCOUNTING September 24-25, 2018 EUCI Office 4601 DTC Blvd Denver, CO RELATED EVENT: UPSTREAM PETROLEUM ECONOMICS September 25-26, 2018 Denver, CO TAG US #EUCIEvents FOLLOW
More informationLISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101
LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101 BACKGROUND Lisa Roth is the of Monahan & Roth, LLC, a regulatory compliance company providing services including professional consultations,
More informationMidwest Financial Reporting Symposium
EARLY BIRD DISCOUNT Register by August 30, 2016 2016 Illinois CPA Society Tuesday, September 20, 2016 Des Plaines, IL Midwest Financial Reporting Symposium Focus on today s hottest issues with an all-star
More informationHFMA January CFO Forum
HFMA January CFO Forum January 26, 2018 St. Mark s Hospital Education Auditorium 1200 E. 3900 S. Salt Lake City, Utah 7.0 CPE hours 7:30 8:00 a.m. Continental Breakfast 8:00 8:15 a.m. Opening and Chapter
More information2015 Real Estate Industry Update A landscape for change: Transforming for the future
2015 Real Estate Industry Update A landscape for change: Transforming for the future December 11, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on
More informationCFO Conference. July 11, am-4:15pm The Bankers Center - Baton Rouge, LA AGENDA. Continental Breakfast & Registration
AGENDA 8:30am-9:00am 9:00am-10:00am 10:15am-11:15am 11:30am-12:30pm 12:30pm-1:30pm 1:30pm-2:30pm Continental Breakfast & Registration Liquidity Jeff Fair, American Planning Corporation & Drew Simmons,
More informationWhat You Need to Know About Doing Business with China
The Kentucky Cabinet for Economic Development Presents: Before You Go, Getting In, Setting Up, and Getting Out: What You Need to Know About Doing Business with China July 17 July 18 July 19 LEXINGTON NORTHERN
More informationFINANCIAL REPORTING: CURRENT ISSUES, FUTURE PERSPECTIVES
FINANCIAL REPORTING: CURRENT ISSUES, FUTURE PERSPECTIVES THE FINANCIAL REPORTING FACULTY S SECOND ANNUAL IFRS CONFERENCE 12 DECEMBER 2012, CHARTERED ACCOUNTANTS HALL, LONDON BUSINESS WITH CONFIDENCE icaew.com/frf
More informationThe Griffo/ Guernsey Group at Morgan Stanley Smith Barney
The Griffo/ Guernsey Group at Morgan Stanley Smith Barney 1 Research Magazine, 2006 and 2007 Each advisor on this year s State-By-State Winner s Circle rankings was filtered down from a list of over 7000
More informationBUSINESS FORUM KEYNOTE SPEAKERS. June R. Jewell, CPA President & CEO of AEC Business Solutions. DeWayne Ables President of Pioneer IQ
June R. Jewell, CPA President & CEO of AEC Business Solutions Getting your PMs to think like Owners BUSINESS FORUM KEYNOTE SPEAKERS June R. Jewell has more than 28 years of business management consulting
More informationMembership Application Program (MAP) Wednesday, May 23 9:45 a.m. 10:45 a.m.
Membership Application Program (MAP) Wednesday, May 23 9:45 a.m. 10:45 a.m. Attend this session to learn about FINRA s Membership Application Program (MAP). Discussions include an overview of the application
More informationDeloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment
Deloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment San Francisco, CA October 10, 2017 Welcome to Deloitte s 2017 Real Estate Industry Update The pace of
More informationThe Fortress Group at Morgan Stanley
The Fortress Group at Morgan Stanley 1 PENN PLAZA, 43RD FL NEW YORK, NY 10119 212-643-5781 / MAIN 800-223-4565 / TOLL-FREE 212-714-2546 / FAX http://www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com
More informationOutside Business Activities Reviews, Approval and Monitoring Wednesday, November 11 3:30 p.m. 4:30 p.m.
Outside Business Activities Reviews, Approval and Monitoring Wednesday, November 11 3:30 p.m. 4:30 p.m. Join industry practitioners and FINRA staff as they cover the key requirements of the outside business
More information2015 Real Estate Industry Update A landscape for change: Transforming for the future
2015 Real Estate Industry Update A landscape for change: Transforming for the future September 17, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been
More informationS. Miller Hello. I m introducing our third speaker. My name is Sarah
Wi$e Up Teleconference Call October 31, 2005 Being a Business Owner Speaker 3 Leslie Michael S. Miller Hello. I m introducing our third speaker. My name is Sarah Miller. I would like to introduce Ms. Leslie
More informationKKR Credit Advisors (Ireland) Unlimited Company PILLAR 3 DISCLOSURES
KKR Credit Advisors (Ireland) Unlimited Company KKR Credit Advisors (Ireland) Unlimited Company PILLAR 3 DISCLOSURES JUNE 2017 1 1. Background The European Union Capital Requirements Directive ( CRD or
More informationDownstream Industry 101
COurse Downstream Industry 101 Denver Marriott Tech Center Photo Credit: Flickr Edward Hopper-ish EUCI is authorized by IACET to offer 1.5 CEUs for the course. 1 Overview Downstream Industry 101 is a class
More informationCredentials & Qualifications. About Us Services Key Performance Indicators Editorial Expertise Meet the Team Clients/Samples Testimonials Contact Us
CONTENT DEVELOPMENT SPECIALISTS FOR CORPORATE BANK MARKETING About Us Services Key Performance Indicators Editorial Expertise Meet the Team Clients/Samples Testimonials Contact Us Credentials & Qualifications
More informationThe Tribeca Group at Morgan Stanley Smith Barney
The Tribeca Group at Morgan Stanley Smith Barney November, 2011 Morgan Stanley Smith Barney LLC One Penn Plaza, 43rd Floor New York, NY 10119 212-643-5713 Scott McCoy Director Portfolio Manager Yunjin
More informationWE ARE HERE TO HELP YOU SURVIVE THE REGULATORY CHALLENGES IN 2012.
WE ARE HERE TO HELP YOU SURVIVE THE REGULATORY CHALLENGES IN 2012. 2 0 1 2 C O M P L I A N C E S C H O O L FNBB is hosting the 2012 Compliance School March 19-22 from 8:30 AM to 4:30 PM at Juban s Restaurant
More informationDescription of the Small Business Investment Company Program Participation by Unleveraged Funds
Description of the Small Business Investment Company Program Participation by Unleveraged Funds January 2019 Christopher A. Rossi rossic@pepperlaw.com A Small Business Investment Company (SBIC) is a privately
More informationRESPONDING TO OILFIELD EMERGENCIES WORKSHOPS
INVITES YOU TO ATTEND: 2015 RESPONDING TO OILFIELD EMERGENCIES WORKSHOPS Training Workshop Dates: April 11 - April 12, 2015 May 2 - May 3, 2015 September 12 - September 13, 2015 October 3 - October 4,
More informationEY s ninth annual Mutual Fund Seminar
EY s ninth annual Mutual Fund Seminar Advancing insight 15 June 2017 ey.com/mutualfundseminar Program and presentation Welcome to EY s Mutual Fund Seminar Advancing insight We are delighted to welcome
More informationABCs of. Banking Law MARCH 22 ALSTON & BIRD. School of Law The University of North Carolina - Chapel Hill THE
School of Law The University of North Carolina - Chapel Hill THE 2017 ABCs of Banking Law MARCH 22 ALSTON & BIRD Program Highlights Include: An Overview of Bank Regulatory Structure and Law Industry Structure,
More informationHFMA Summer Conference
HFMA Summer Conference August 11, 2017 Intermountain Lake Park Facility 4646 Lake Park Blvd Salt Lake City, Utah 84120 7.0 CPE hours 7:30 8:15 a.m. Continental Breakfast 8:15 8:30 a.m. Opening and Chapter
More informationThe Kaser Mechling Group at Morgan Stanley Smith Barney
The Kaser Mechling Group at Morgan Stanley Smith Barney 7311 Crossleigh Court Suite 106, Toledo, OH 43617 419-842-6557 / MAIN 877-834-3669 / TOLL-FREE 419-754-2507 / FAX www.morganstanley.com/fa/theka
More informationIFRS. Master Class on. The Controller s Workshop. 26th November Mumbai
Knowledge Partners Presents Master Class on IFRS The Controller s Workshop 26th November 2015 - Mumbai For sponsorship or to become our partner, contact: marketing@achromicpoint.com About the Seminar In
More informationEQUITY STRUCTURES FOR HIGH GROWTH ENTREPRENEURIAL VENTURES
I. Introduction EQUITY STRUCTURES FOR HIGH GROWTH ENTREPRENEURIAL VENTURES Authored By Philip N. Krause Two categories of entrepreneurial ventures: Revenue Model Growth Model this is what we are discussing
More informationSmith A. Brownlie III, CPA
Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to
More information2018 Maine Bankers Association Sponsorship Opportunities
Reach the Top Decision- Makers within the Maine Banking Community 2018 Maine Bankers Association Sponsorship Opportunities About Us: The Maine Bankers Association has served Maine s banking industry since
More informationRafael E. Rivera, CPA, CVA, CFE
Rafael E. Rivera, CPA, CVA, CFE Credentials Centro Internacional de Mercadeo #90 Road 165, Suite 505 Guaynabo, PR 00968 Tel. (787) 622-8855 Ext. 204 Fax (787) 666-8850 Background Graduated with honors
More informationMOODY S CORPORATION (Exact Name of Registrant as Specified in Charter)
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event
More informationThe MCM Group at Morgan Stanley Smith Barney. Private Wealth Management
The MCM Group at Morgan Stanley Smith Barney Private Wealth Management 10 Madison Ave 1st Floor, P.O. Box 1908, Morristown, NJ 07962 800-524-2423 / MAIN 973-993-5276 / FAX fa.smithbarney.com/themcmgroupsb
More informationPIEDMONT REGIONAL CLERKS ACADEMY Sponsored by the UNC School of Government in Cooperation with the NC Association of County Clerks
PIEDMONT REGIONAL CLERKS ACADEMY Sponsored by the UNC School of Government in Cooperation with the NC Association of County Clerks 8:00 8:30 Registration and Continental Breakfast Friday, October 18, 2013
More informationWe do banking differently to keep you a step ahead in life.
WHO WE ARE Infinity Federal Credit Union (FCU) was the first credit union established in Maine. Infinity FCU has been serving its members since 1921, initially as the Telephone Workers Credit Union of
More information2018 ABCs of. Banking Law MARCH 21 ALSTON & BIRD. School of Law The University of North Carolina - Chapel Hill THE
School of Law The University of North Carolina - Chapel Hill THE 2018 ABCs of Banking Law MARCH 21 ALSTON & BIRD Program Highlights Include: An Overview of Bank Regulatory Structure and Law Industry Structure,
More informationInternal Governance within the Banking Industry: Issues and Developments MALTA April 2013
Seminar on Internal Governance within the Banking Industry: Issues and Developments MALTA 15-16 April 2013 Description The Seminar is primarily intended to provide participants with the opportunity to
More informationWHO WE SERVE. Regulators Business and Law Schools. Executives and Staff Job Seekers & Students
RCA MISSION Protect investors and financial markets as the exclusive authority for compliance education, training, accreditation, certification, skills assessment, and employee development. 1 WHO WE SERVE
More informationThe Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship
The Rock Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Change is the law of life. And those who look only to the past or present are certain to miss the future. John
More informationFamily Office Conference
FAE 2014 Conferences Fourth Annual Family Office Conference Next Generation Challenges to Successful Transition Wednesday, February 5, 2014 Citi Executive Conference Center Also Available via Live Webcast
More informationSAVE THE DATE NOVEMBER Basics of. St. Charles, MO CLICK HERE to register online!
SAVE THE DATE NOVEMBER 1-3 2016 St. Charles, MO 63304 Basics of TABLET MANUFACTURING & TROUBLESHOOTING By attending this course you will enhance your knowledge of troubleshooting and maintenance procedures
More informationProposed Accounting Standards Update: Financial Services Investment Companies (Topic 946)
February 13, 2012 Financial Accounting Standards Board Delivered Via E-mail: director@fasb.org Re: File Reference No. 2011-200 Proposed Accounting Standards Update: Financial Services Investment Companies
More informationOutreach Seminar for Compliance Professionals: Investment Advisers and Investment Funds. Tuesday 15 July 2014
United States Securities and Exchange Commission Outreach Seminar for Compliance Professionals: Investment Advisers and Investment Funds This seminar is designed to promote communication between the U.S.
More informationOft-overlooked SBA program appears poised for comeback
Oft-overlooked SBA program appears poised for comeback By John Reosti Published July 12 2018, 1:48pm EDT A largely overlooked Small Business Administration program may be slowly gaining traction. Bankers
More informationTraining Programme 2015
Training Programme 2015 Welcome to the Synergy Health Applied Sterilisation Technologies (AST) Training Brochure The AST training programme offers a variety of opportunities to organisations wishing to
More informationDr. H. Dean Cubley 72 Chairman of the Board of Directors
ERF Wireless Inc. Board Of Directors Name Age Position Dr. H. Dean Cubley 72 Chairman of the Board of Directors Richard R. Royall 67 Director R. Greg Smith 55 Director Dr. Bartus H. Batson 71 Director
More informationCandidate Profile Form District Committee Election Kelly Anderson
Kelly Anderson Compliance Director RBC Capital Marke Kelly Anderson is Compliance Director at RBC Wealth Management, a division of RBC Capital Markets, LLC. Since 2004 she has been responsible for the
More informationLessons Learned by Experienced CEOs of Broker-Dealers Thursday, November 12 10:15 a.m. 11:15 a.m.
Lessons Learned by Experienced CEOs of Broker-Dealers Thursday, November 12 10:15 a.m. 11:15 a.m. During this session, FINRA moderates a discussion with seasoned small firm business owners about the common
More informationEFG International announces new Chairman and Chief Executive Officer
EFG International announces new Chairman and Chief Executive Officer Zurich, 23 April 2015. EFG International has appointed Joachim H. Straehle as its new Chief Executive Officer. He replaces John Williamson,
More informationSAVE THE DATE NOVEMBER Basics of. St. Charles, MO CLICK HERE to register online!
SAVE THE DATE NOVEMBER 7-9 2017 St. Charles, MO 63304 Basics of TABLET MANUFACTURING & TROUBLESHOOTING By attending this course you will enhance your knowledge of troubleshooting and maintenance procedures
More informationPANELIST BIOGRAPHIES
WESTIN SAN DIEGO GASLAMP QUARTER AUGUST 6, 2017 BIOGRAPHIES CHALLENGES AND OPPORTUNITIES: AUDITOR RISK ASSESSMENT MODERATOR DAVE SULLIVAN Deloitte & Touche LLP National Managing Partner, Quality & Professional
More informationTHE 10-DAY INTERNATIONAL PETROLEUM MANAGEMENT
THE 10-DAY INTERNATIONAL PETROLEUM MANAGEMENT 27 Aug - 07 Sep 2018, Houston 26 Aug - 06 Sep 2019, Houston THE 10-DAY INTERNATIONAL PETROLEUM MANAGEMENT Introduction Oil and gas are considered among the
More informationpresent Market Abuse Directive II
& present Market Abuse Directive II Date: Tuesday, 12 April 2016 Time: Registration 13:45 Venue: Marina Hotel Corinthia Beach Resort, St George s Bay, St. Julians Price: EUR40 (regular) EUR20 (students)
More information