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2019 Financial Institutions Finance & Accounting Conference

  • October 18, 2019
  • 8:30 AM - 4:00 PM
  • Sheraton Framingham Hotel & Conference Center, 1657 Worcester Rd, Framingham, Massachusetts

The Massachusetts Bankers Association and Boston Chapter of the Financial Managers Society are pleased to present this year’s conference. Today’s financial institution managers must navigate constant change — regulatory, legislative and accounting —which is the new norm. In this shifting landscape of the financial services industry, financial managers are confronted daily by situations that call on every bit of their expertise. The conference will provide new perspectives, tools, and techniques to help finance officers better run their banks.  They will leave better equipped to:

  • Understand what issues are necessary for the board to make decisions about CECL
  • Gain insights from financial institution leaders about their recent M & A transactions
  • Utilize tips for the best ways to manage the balance sheet
  • Learn hot regulatory topics and what to expect going forward
  • Integrate changes in accounting and tax laws and regulations

8:30 AM

Registration & Continental Breakfast Sponsored by RSM LLP

9:00 AM

Welcome and Opening Remarks Tanya M. Duncan, Senior Vice President, Corporate Policy, Massachusetts Bankers Association

9:05 AM

CECL-Thinking: Getting Your Board on Board
Michael Gullette, Senior Vice President, Tax and Accounting, Amercian Bankers Association

No matter whether or when CECL becomes effective, banking regulators are set to change how banks look at and manage credit risk.  They want to see banks integrate long-term, forward-looking credit assessment into their operations.  This isn’t just some kind of compliance exercise for the accountants but will change how your board of directors will make decisions and run the business.  During this session, the presenter will discuss the key issues that board members will need to address under CECL, when they need to be discussed, and how best to provide the information they need to guide the company past the effective date and through the next economic downturn.

10:05 AM

Coffee Break Sponsored by 

10:20 AM

Balance Sheet Strategies for Financial Institutions
Larry Teitelbaum, Account EVP/Portfolio Manager, EPG. Inc., Wellesley

11:15 AM

Hot Topics in Bank and Credit Union Regulation
Jason Cabral, partner, Nutter, McClennen and Fish LLP, Boston

This session will review the current regulatory environment for banks and credit unions in the Commonwealth. As financial services regulatory reform continues to evolve in 2019 and going forward, Jason Cabral, a partner in Nutter, McClennen and Fish’s Corporate and Transactions Department and a member of the firm’s Banking and Financial Services group, will discuss the changing regulatory landscape and provide context and summarize current developments across a range of key regulatory areas, agencies and actors. He will also focus on expected areas of continued regulatory and industry concern in the near term, including issues such as ongoing, long-term industry consolidation, asset quality, credit administration, BSA/AML, cybersecurity and data privacy, consumer compliance, third-party risk management, and financial technology.

12:15 PM

Lunch Sponsored by Paladin fs, LLC

1:15 PM

Panel: Insights into Recent Bank M&A Transactions
Susan Hannigan, Principal SJH Consulting, Inc., Hanover, MA
Panel: Brian M. Canina, CPA, CFO, PeoplesBank, Holyoke
Mark Ruggiero, CFO, Rockland Trust, Rockland
William Parent, former president & CEO, Blue Hills Bank, Hyde Park

2:30 PM

Afternoon Break

2:45 PM

Tax and Accounting Update
Join RSM for an in-depth presentation on the latest tax and accounting standards for banking institutions. The tax discussion will cover a latest tax reform update, Bank IRS examination issues, IRC Section 162(m)—including IPO exception, and the evolving state tax landscape as a result of the Wayfair decision. The accounting update will cover a variety of matters including the potential delay in effectiveness of certain accounting standards, CECL, lease accounting and other topics.

Ray Kelly, Partner, Tax Services, RSM US LLP, Boston
David Marsh, Senior Director, Tax Services, RSM US LLP, Boston
Ryan Hurley, Partner, Audit Services, RSM US LLP, Boston
Nate Couture, Senior Manager, Audit Services, RSM US LLP, Boston

4:00 PM

Evaluations and Adjourn


  • Chief Executive Officers
  • Chief Financial Officers
  • Chief Operating Officers
  • Presidents and Other Senior Managers
  • Controllers, Treasurers, Cashiers, Finance, Audit, Accounting Managers, and Financial Analysts
  • ALCO teams

CPE Credit Information:

  • Earn up to 5.5 hours of CPE credits


Members: $250              Nonmembers: $500

Three ways to register:

Online: www.massbankers.org

Complete the registration form and fax to our secure fax line: 617-249-0441.

PCI Compliance mandates that credit card payments must be faxed to our secure fax line. We cannot accept credit card payments via email. You can also register online using a credit card.

Mail: Send the registration form and a check to:
Massachusetts Bankers Association-FIFA19
One Washington Mall, 8th Floor
Boston, MA 02108-2603

Cancellation and Refund Policy:
A $75 per person cancellation fee will be charged. No refunds for cancellations within three business day of the workshop.

Registration: To assist us in planning, registrations should be received as soon as possible but no later than October 14, 2019. Please direct inquiries or cancellation information to Pat Tabolsky, registrar, ptabolsky@massbankers.org.

Payment by check must be received by the Association, on or before the seminar date, either by mail or hand-carried to the seminar.

IMPORTANT: Qualifying financial institutions can now apply for an Express Grant to receive a 50% tuition reimbursement for employees attending the program. Please follow the instruction via this link for application details (Course ID # 1121717).

The deadline to apply is September 6, 2019. We strongly urge you to complete the process asap to ensure that your application is approved in time.

For questions or additional information, please contact Tanya Dunan, 617-502-3801, tduncan@massbankers.org.


Pat Tabolsky
Program Registrar
Direct Dial: 617-502-3814
Email: ptabolsky@massbankers.org





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