2019 Financial Services Conference

Start time:
September 26, 2019 10:00 AM CST
Duration:
6 hours
Location:
Moss Adams
14555 Dallas Parkway
Dallas, TX 75254
(Map)
Contact:
Wendy O'Connor, Moss Adams, (214) 242-7504
Cost to attend:
Complimentary

The recent wave of accounting-standards changes is creating new challenges for many financial services companies. Knowing how to effectively navigate the changes can help your company stay competitive.

Join us for our 2019 Financial Services Conference to discover current industry trends, pressing issues, and the latest developments affecting CFOs, directors, controllers, and internal auditors. Leading industry professionals will also cover the following key topics:

  • Financial technology developments
  • Recent accounting standards updates
  • Hedging strategies
  • Current Expected Credit Losses (CECL) governance and preparedness
  • Tax updates

Agenda (click to open)

Conference schedule

  • 9:00 a.m.–10:00 a.m. | Check-in and Continental Breakfast
  • 10:00 a.m.–4:00 p.m. | Conference
  • 4:00 p.m.–6:00 p.m. | Cocktail Reception
Register

Registration Form

 

CPE Information

Program Level:
Basic
Credits:
Accounting: 2
Specialized Knowledge and Application: 2
Taxes: 1
Delivery Method:
Classroom
Learning Objectives:

After completing this training, participants will be able to be aware of the new accounting and auditing updates; discuss important tax updates; and discuss CECL implementation preparedness.

Prerequisites:

None

Target Audience:

Audit Committee Members; CEOs and other C-level- Executives; Chairpersons; Controllers; Directors

Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Wendy O'Connor at (214) 242-7504 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Applicable Industries