top of page

Future-Proofing Your Bank – What Your Board Should Know

Wednesday, February 14, 2024

|

12:00 PM ET

-

1:00 PM ET

Program Description

During this informative session, we’ll delve into the crucial aspects that every board member needs to understand, focusing on proactive strategies and effective reporting methods to maintain a competitive edge in the rapidly evolving financial landscape. We’ll shed light on the latest trends, regulatory challenges, and risk management techniques vital for steering your institution toward long-term success. Engage in this opportunity to gain insights that will empower your board to make informed decisions and navigate the complexities of the banking world with confidence.

Speaker

Raji Sathappan, CPA, MBA, CRCM, CISA, CAMS

Managing Director, Mercadien

A managing director of The Mercadien Group and principal of Mercadien, P.C., CPAs, Raji Sathappan has a broad base of industry and technical experience in all areas of risk management, regulatory compliance, Sarbanes Oxley (SOX), FDICIA, COSO 2013, internal auditing, accounting and finance. She manages engagements for the firm’s Financial Institutions Services Group, overseeing all aspects of internal audits, including operational audits in deposit, lending, accounting/finance, branch and IT operations; compliance consulting; and the implementation of remediation activities for bank clients.

Agenda

    Attendees of this session will:

    - Understand the latest trends and regulatory changes impacting the banking industry.
    - Learn about advanced risk management strategies to safeguard your institution.
    - Gain insights into effective reporting methods for board members.
    - Explore proactive approaches to stay ahead in the competitive banking sector.
    - Equip your board with the knowledge to make informed, strategic decisions.

Location

Virtual Session

Link will be provided by the chapter closer to the date of the event

Event Sponsors

Mercadien

Refunds and Cancellations

A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.

Sponsorship Opportunities

Title Sponsor: $5,000
Recognition on the table toppers at the event and the FMS Philadelphia Chapter website + four (4) comp event registrations.

Cocktail Hour Sponsor: $1,000
Recognition on the table toppers at the event and the FMS Philadelphia Chapter website + one (1) comp event registration.

Dessert Sponsor: $1,000
Recognition on the table toppers at the event and the FMS Philadelphia Chapter website + one (1) comp event registration.

Book Sponsor: $1,000
Recognition on the table toppers at the event, the FMS Philadelphia Chapter website and at the book-signing table + one (1) comp event registration.

Cost

FMS Philadelphia Chapter Rate:

IFI Rate:

FREE

$10

Send us a message to let us know you're coming, but paying later.

bottom of page