Understand banking’s new regulations, global trends, current issues – and how they affect you.
Get direct access to the highest authorities in the industry – the regulators themselves. At the AICPA Banks & Savings Institutions Conference, the industry’s decision makers will speak to you about new banking regulations and global trends – and the impact they have on the industry. From emerging auditing, accounting, regulatory and legislative developments to tax issues affecting banks and savings institutions, you’ll get the most informed perspectives and insights available – anywhere!
Topics you won’t want to miss:
• Mortgage Banking Update
• PCAOB & ASB Update
• Credit Market Update
• Chief Accountants: FRB, FDIC, OTS & OCC Update
• SEC Reporting
New! Integrated 3-day format with 4 distinct tracks
This year’s new format features four separate tracks – presented concurrently over three days – each one focusing on a specific banking segment. By choosing the track based on the size of the bank for which you work, the sessions will zero in on issues that impact you specifically and are relevant to your day-to-day operations.
The tracks are:
• Community Banks - Topics with a Community Banking Focus
• All Banks - Accounting, Auditing, Regulatory and Reporting Issues for all Financial Institutions
• Large Banks - Topics with a Large Banking Focus
• Accounting Textbook Series - The “Textbook Series” focuses on the fundamentals of banking and the practical application of information. The number of participants is limited to allow for “hands-on” training and in-depth learning. Those who are new to banking as well as professionals who want a refresher course on industry basics will find this course invaluable.
Unparalleled networking opportunities
This year’s event brings professionals working in all types of banks, regulators, and CPAs together under one roof! The potential for networking is limitless as you meet and greet peers and speakers across all banking sectors.
Who should attend
Public practice CPAs who have banking clients and senior financial managers in banks and savings institutions
WEDNESDAY, NOVEMBER 19, 2008 – DAY 1
7:30 am - 6:00 pm Registration and Message Center Open
8:00 am - 9:00 am Continental Breakfast
9:00 am - 9:15 am Welcome and Introductory Remarks
9:15 am - 10:15 am General Session
1 Economy Update
Speaker to be named
10:15 am - 10:35 am Networking Break
10:35 am - 12:05 pm General Session
2 Update from Chief Accountants – FRB, FDIC, OTS, OCC
12:05 pm - 1:15 pm Lunch
1:15 pm - 2:45 pm General Session
3 Q&A: Regulator Chief Accountants – FRB, FDIC, OTS, OCC
2:25 pm - 3:15 pm Refreshment Break
3:15 pm - 4:30 pm Concurrent Track Sessions
4 Fair Value Option/Fair Value Measurements: Implementation Challenges Community Banks
5 PCAOB and ASB Update
6 FAS 140 Amendments
7 Accounting for Impaired Loans and Troubled Debt Restructurings
4:30 pm - 4:45 pm Change Break
4:45 pm - 6:00 pm Concurrent Track Sessions
8 Community Banks and the SEC – Comment Letters
9 Recent Developments in the Taxation of Financial Institutions
10 IFRS – US GAAP Differences for Banks: Comparison and Impact
11 Accounting Basics: Mortgage Banking
6:00 pm - 7:00 pm Networking Reception
THURSDAY, NOVEMBER 20, 2008 – DAY 2
7:30 am - 6:00 pm Registration and Message Center Open
7:00 am - 8:00 am Continental Breakfast
7:30 am - 8:20 am Early Riser Sessions
201 AICPA Women’s Initiatives Executive Committee Update
202 XBRL Update
8:30 am - 8:40 am Welcome and Introductions
8:40 am - 9:30 am
12 The Economy and Real Estate Finance Market Update
9:40 am - 10:55 am
13 General Risk Management: Market, Credit and Interest Rates
10:55 am - 11:15 am Networking Break – Refreshments
11:15 am - 12:15 pm
14 SEC Perspectives Update: Overview of Developments Impacting Financial Institutions
12:15 pm - 1:20 pm Lunch
1:20 pm - 2:50 pm Concurrent Track Sessions
15 Community Banking Environment: Trends
16 Mortgage Banking Update – Accounting and Industry Issues
17 BASEL II: How to Make it Operational
18 Accounting Basics: Employee Benefits Accounting Issues
2:50 pm - 4:05 pm Concurrent Track Sessions
19 ALLL – Too Much, Not Enough, or Just Right?
20 Business Combinations and Minority Interest – FAS 141R and FAS 160
21 Derivative Disclosure: FAS 161
22 Business Combinations
4:05 pm - 4:25 pm Networking Break – Refreshments
4:25 pm - 5:40 pm Concurrent Track Sessions
23 Risk Management for Community Banks – Including Information Technology
24 SEC Reporting: Observations from Corporate Finance
25 IFRS Convergence: Practical Applications
26 Accounting Basics: Hedging and Identifying Embedded Derivatives
5:50 pm - 6:50 pm Open Forum Discussions
101 Community Bank Challenges: A Banker’s Discussion
102 Smaller CPA Firm Practice Management Issues: A Practitioner’s
Discussion
103 IFRS – How Will it Impact Large Banks?
104 Implementing Fair Value: A Banker’s Discussion
105 Auditing Fair Value
FRIDAY, NOVEMBER 21, 2008 – DAY 3
7:30 am - 3:30 pm Registration and Message Center Open
7:00 am - 8:00 am Continental Breakfast
7:30 am - 8:20 am Early Riser Sessions
301 AICPA Professional Ethics Update
302 FASB Codification
8:30 am - 8:40 am Welcome and Introductions
8:40 am - 9:55 am
27 FASB Update: Broad Perspectives
9:55 am - 10:15 am Refreshment Break
10:15 am - 11:45 am
28 FASB & SEC Combined: Q&A
11:45 am - 12:45 pm Luncheon
12:45 pm - 2:00 pm Concurrent Sessions
29 Impairment of Assets A
30 Fair Value Option/Fair Value Measurements: Implementation Challenges
2:00 pm - 2:20 pm Refreshment Break
2:20 pm - 3:20 pm Concurrent Track Sessions
31 Ask the Experts Panel: Community Bank Perspective
32 Ask the Experts Panel: Large Bank Perspective
3:30 pm Conference Adjourns
Gaylord National Resort & Convention Center on the Potomac
201 Waterfront Street
National Harbor, MD 20745
Hotel Phone: (301) 965-4000
Hotel Reservations: (301) 965-4000
Hotel Cutoff Date: October 19, 2008
Hotel Room Rate: $228 Single/Double

