2018 Financial Institution Strategic Forum

Tuesday, May 15, 2018
8 a.m.–2:30 p.m. CDT

Join RSM US LLP and Barack Ferrazzano for the 2018 Financial Institution Strategic Forum, a complimentary seminar addressing the critical issues all bankers need to understand in today’s complex and fast-paced marketplace.

Topics will include:

  • M&A environment update
  • M&A panel featuring Mark A. Hoppe (MB Financial Bank, N.A.) and Todd A. Gipple (QCR Holdings, Inc.)
  • Tax update for financial institutions
  • The (over) hype of cryptocurrency and blockchain technology
  • The Behringer/Geiringer regulatory report
  • Tabletop exercise: Real-time cybersecurity
  • Harassment – #WhatAmISupposedToBeDoing?
  • Creating quality and sustainable earnings

View the agenda here.

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
  • Explain internal investigations and fraud issues
  • Differentiate between the hype of cryptocurrency and importance of blockchain technology
  • Identify key points and priorities on evolving regulatory requirements
  • Analyze the most efficient ways to approach cybersecurity threats in real time
  • Articulate the risks and opportunities within the mergers and acquisitions environment

Contact Mary Therese Hosty at +1 312 634 3874.

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: Economics, taxes, management advisory services and specialized knowledge and applications | CPE: Up to four credits