2019 Financial Institutions Forum

Thursday, Aug. 8, 2019
8 a.m.–4:30 p.m. CDT

Join us on Aug. 8 for RSM’s 20th annual Financial Institutions Forum in San Antonio. This full-day event will explore the challenges, opportunities and trends facing the banking industry today. You will hear firsthand from industry specialists about what successful banks and financial institutions are doing to thrive in today’s business climate.

JW Marriott San Antonio Hill Country Resort and Spa
23808 Resort Parkway
San Antonio, TX 78261

Who should attend?
Financial institutions/banking executives, controllers, tax executives, finance professionals and business leaders


8 a.m. Registration and breakfast

8:45 a.m. Welcome and forum overview
Kathleen Fields, Partner, RSM US LLP

9 a.m. US economic trends update
Joe Brusuelas, Chief Economist, RSM US LLP

10 a.m. Break

10:15 a.m. Enterprise risk management—benefits, challenges and leveraging your existing processes and structure
Jeff Dunnahoo, Director, RSM US LLP

11:05 a.m. What is your cyber risk appetite—what risks can you tolerate?
Loras Even, Principal, RSM US LLP

Noon Lunch

12:50 p.m. Impact of state legislation on Texas banks
Christopher Williston, VI, President & CEO, Independent Bankers Association of Texas

1:40 p.m. Accounting update
Mike Lundberg, Partner, RSM US LLP

2:30 p.m. Break

2:45 p.m. Emerging industry trends: Compliance issues
Julia De France, Director, RSM US LLP
James Buccierie, Manager, RSM US LLP

3:35 p.m. Decoding the mysteries of tax reform
Jenise Dounson, Tax Sr. Director, RSM US LLP
Lisa Contreras, Tax Manager, RSM US LLP

4:25 p.m. Closing remarks

Learning objectives
By the end of this course, participants will be able to:

  • Identify a variety of regulatory issues confronting financial institutions
  • Examine the impact of state legislation on Texas banks
  • Articulate key tax and economic issues facing financial institutions with tax reform
  • Discuss compliance updates affecting banks and financial institutions
  • Identify technology and cyber challenges and solutions available to financial institutions at the enterprise level

$140 for full-day conference

You will be redirected to the payment site upon registering.

Substitution and cancellation policy
You may substitute the name of your attendee at any time with no penalty, by contacting the event organizer. All cancellations and refund requests must be received at least five business days in advance of the event. Refunds received after this time will not be granted.

Hotel room information
Guests requiring lodging should contact the hotel directly for reservations at +1 877 622 3140. Reservations can be made online at Refer to the RSM US courtesy room block to receive the discounted room rate of $249 per night, plus tax. The RSM group discounted room rate will expire on July 25, 2019. If you plan to book a hotel room, please do so before that date.

Contact Mary Clare Kaiser at +1 210 572 9337.

CPE credit available
RSM US LLP is pleased to offer up to seven CPE credits for attending this event. To qualify, you must sign in at the registration desk. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP 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 courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group live
Fields of study: Accounting, tax, economics, information technology | CPE: Up to seven credits