2019 Financial Institution Strategic Forum

Thursday, May 16, 2019
8 a.m.–2:30 p.m. CDT

Join RSM US LLP and Barack Ferrazzano for the 2019 Financial Institution Strategic Forum, a complimentary seminar addressing the critical issues all bankers need to understand in today’s complex and fast-paced marketplace.


8-8:35 a.m. Registration and breakfast
8:35-8:45 a.m. Welcome and opening remarks
John Behringer, Partner, RSM US LLP
John E. Freechack, Partner, Barack Ferrazzano
8:45-9:15 a.m. Tax update for financial institutions
Frank O’Connor, Senior Director, RSM US LLP
Doug Jenen, Senior Manager, RSM US LLP
9:15-9:45 a.m. Mitigating the Risk of Bank Litigation
Scott Porterfield, Partner, Barack Ferrazzano
9:45-10:00 a.m. Break
10:00-10:30 a.m. Behringer/Geiringer regulatory report
John Behringer, Partner, RSM US LLP
John Geiringer, Partner, Barack Ferrazzano
10:30-11:00 a.m. Mergers and acquisitions update
Robert Fleetwood, Partner, Barack Ferrazzano
John K. Freechack Jr., Managing Director, Piper Jaffray
11-12:00 p.m. Panel discussion on mergers and acquisitions strategy
Angela Putnan, SVP, Chief Accounting Officer, First Midwest Bankcorp, Inc.
Robin Elliott, COO & CFO, Busey Bank
Kristin L. Pruitt, EVP and General Counsel, Lakeland Financial Corporation
Robert Fleetwood, Partner, Barack Ferrazzano (Moderator)
12-1:00 p.m. Lunch
1-2:30 p.m. Keynote speaker: Economic update for financial institutions
Joe Brusuelas, Chief Economist, RSM US LLP
2:30 p.m. Closing remarks
Suzanne Marra, Partner, RSM US LLP
2:35 p.m. Cocktail reception

Gibsons Bar & Steakhouse
2105 Spring Road
Oak Brook, IL 60523

Who should attend?
Financial institution executives and leadership, including those in finance, compliance, risk and internal audit roles

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

  • Explain insights on tax updates for financial institutions
  • Apply strategies for both preventing and managing litigation risk
  • Identify key points and priorities on evolving regulatory requirements
  • Distinguish the most efficient way to navigate a merger and acquisition in the current economic environment
  • Identify how financial institutions can scale and accelerate growth and innovation
  • Utilize insights on economic updates for financial institutions

Contact Tina Teodoro at +1 312 634 4425.

Co-sponsored by

CPE credit available
RSM US LLP is pleased to offer up to four 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 course 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
Field of study: Management Advisory Services, Accounting, Economics, Finance | CPE: Up to four credits