Continuing Education

Banking Financial and Compliance Update Series -Third Quarter 2010

Featuring Anne Oestriecher, CPA, E. Marlee Mitchell, JD, Wynne E. Baker, CPA, CFSA, CBA, CFF, Monica Sonnier, CPA, CFA, Joseph Zanco, CPA, CIA

This quarter’s webcast focuses on regulatory and compliance issues that financial institutions now face, due to increased oversight be regulatory bodies. Major Course Highlights: Regulatory UpdateThe regulatory environment has changed considerably, and become more complex over the last year.  With relief nowhere in sight, it’s important to understand your examiner’s focus.  We’ll share our insight on the latest regulatory hot topics of the Fed, FDIC, OCC, OTS and NCUA. Developments in Liquidity Management and Accounting for Financial Instruments (FASB Fair Value project)Regulators recently issued new guidelines for liquidity management and with so many financial institutions flush with liquidity right now, it’s definitely a hot topic.   We’ll examine methods that ALM and portfolio managers are using to gauge their liquidity and measuring the steep cost of excess liquidity in this low rate environment.  We’ll also look at how the FASB’s proposed sweeping changes in accounting for financial instruments could change how we manage portfolios going forward. Legislative UpdateWith the passage by Congress of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the United States financial institution regulatory house is now open for remodeling.  New tools will be used to break down some walls and build up others. More

Healthcare Conference

Webcast Agenda: 8:15 – 8:30 a.m. - Welcome and Opening Remarks Joseph J. Perez, CPA – WithumSmith+Brown, Conference Chair John J. Walsh III, CPA – ParenteBeard, LLC, Interest Group Leader 8:30 – 10:10 a.m. - General Session – Health Care Reform Update (AA) Paul Keckley, Ph.D. More

Creating Competitive Advantage: Developing a Roadmap for Sustainable Performance

  This program is sponsored by Business Professionals' Network, Inc. Business Professionals' Network, Inc. is registered with the National State Board of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors under #107810. Course Catalog Description: Creating Competitive Advantage:  Developing a Roadmap for Sustainable Performance.    One of leadership’s primary responsibilities is to develop a strategy that defines a unique and valuable position in your marketplace that will provide the company a competitive advantage.  This is easier said than done!   While we would all agree that strategic planning is a critical element for organization success, strategic planning today is a paradox.  On the one hand, a strategic plan should be detailed., with a horizon of a decade or more.    On the other hand, organizations must be adaptable.  What happens when breakthrough technology, new emerging competitors or global competition change the rules of the game? How well does your company recognize these changes and adapt to determine a new course of action?   This webcast will provide you with the ideas, skills and confidence to be more proactive in developing the strategic plan for your organization.  Course Level:  Intermediate Course Index Area(s): Business Management Competitive Advantage Business Planning NASBA Field(s) of Study: Business Management & Organization Management Advisory Services. More