We are excited to welcome you on May 29th and 30th!
Hosted by BerryDunn and Stifel, this annual event will help you stay ahead of the curve on banking topics affecting your institution.
| WEDNESDAY ACTIVITIES |
| 10:00am |
Golf
10 am
Pease Golf Course
*Complimentary golf provided by BerryDunn and Stifel |
| 6:00 pm |
Networking Dinner
Dinner 6 - 9 pm
Wentworth by the Sea Country Club
*limited space available |
THURSDAY EDUCATIONAL SESSION |
| 8:00 am |
Registration and Breakfast |
|
8:30 am
|
Economic Update
CPE Credits: 1 Economics
Presenters: Lindsey Piegza, Ph.D., Chief Economist, Stifel |
| 9:40 am |
10 - Minute Break |
| 9:50 am |
Accounting Standards and Tax Updates: Proactive Strategies for Institutional Preparedness
CPE Credits: 1 Accounting
Presenters: Kristin Perry, Principal, BerryDunn
David Stone. Senior Manager, BerryDunn
Kaylyn Landry, Senior Manager, BeryDunn
Lindsey Francis, Senior Manager, BerryDunn |
| 10:50 am |
10 - Minute Break |
| 11:00 am |
Balance Sheets: Maximizing Benefits and Minimizing Risks for Financial Institutions
CPE Credits: 1 Specialized Knowledge
Presenters: Ryan Henley, Head of Financial Institutions Strategy Group, Stifel |
| 12:00 pm |
Lunch Break |
| 12:40 pm |
Navigating Change: Models for Effective Leadership
CPE Credits: 1 Specialized Knowledge
Presenters: John Connaughton, Manager, BerryDunn |
| 1:30 pm |
Lunch Break |
| 1:40 pm |
Optimizing CECL
CPE Credits: 1 Specialized Knowledge
Presenters: Susan Weber, Senior Manager, BerryDunn |
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