AICPA National Conference on Banks & Savings Institutions

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

• Charles H. Holm, CPA, Associate Director and Chief Accountant – Supervision, Board of Governors of the Federal Reserve System, Washington, DC
• Robert F. Storch, CPA, Chief Accountant, Federal Deposit Insurance Corporation, Washington, DC
• Jeffrey J. Geer, CPA, Chief Accountant, Office of Thrift Supervision, Washington, DC
• Zane D. Blackburn, CPA, Chief Accountant, Office of Comptroller of the Currency, Washington, DC

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

• Charles H. Holm, CPA, Associate Director and Chief Accountant – Supervision, Board of Governors of the Federal Reserve System, Washington, DC
• Robert F. Storch, CPA, Chief Accountant, Federal Deposit Insurance Corporation, Washington, DC
• Jeffrey J. Geer, CPA, Chief Accountant, Office of Thrift Supervision, Washington, DC
• Zane D. Blackburn, CPA, Chief Accountant, Office of Comptroller of the Currency, Washington, DC

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

• Douglas G. Duncan, Vice President and Chief Economist, Fannie Mae, Washington, DC

9:40 am - 10:55 am
13  General Risk Management: Market, Credit and Interest Rates

• Moderator: Michael J. Conover, Partner-in-Charge – Financial Risk Management, KPMG, LLP, New York, NY
• Panelists: Thomas E. Freeman, Chief Risk Officer, SunTrust Banks, Atlanta, GA; Kevin M. Blakely, President and CEO, RMA – The Risk Management Association, Philadelphia, PA

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

• James Kroeker, Deputy Chief Accountant, Office of the Chief Accountant, Securities & Exchange Commission (SEC), Washington, DC

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

• Leslie Seidman, Board Member, Financial Accounting Standards Board (FASB), Norwalk, CT

9:55 am - 10:15 am Refreshment Break
10:15 am - 11:45 am
28  FASB & SEC Combined: Q&A

• Leslie Seidman, Board Member, Financial Accounting Standards Board (FASB), Norwalk, CT
• James Kroeker, Deputy Chief Accountant, Office of the Chief Accountant, Securities & Exchange Commission (SEC) , Washington, DC

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