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2025 All Day Seminar

Friday, April 25, 2025   |   9:00 AM   -   2:00 PM ET

Program Description

This seminar is designed for CFOs, Controllers, accounting managers, investment officers, treasurers, internal auditors, and similar positions from community banks, thrifts, and credit unions. All topics will be presented by industry experts.

Agenda

Registration & Breakfast | 9:00 AM - 9:30 AM ET


Morning Programming | 9:30 AM - 11:30 AM ET

  • Risk and Compliance Industry Update - RKL LLP | 9:40 AM - 10:35 AM ET

  • Tax Update - S.R. Snodgrass, P.C. | 10:40 AM - 11:30 AM ET


Lunch | 11:30 AM - 12:00 PM ET

Afternoon Programming | 12:00 PM - 2:00 PM ET

  • Risk Resilience in 2025 - RSM US LLP | 12:00 PM - 12:50 PM ET

  • Industry Trends for Crypto, AI, and Fraud - CliftonLarsonAllen LLP | 1:00 PM - 1:50 PM ET

Presenter(s)

Location

Sheraton Valley Forge Hotel
480 N. Gulph Road
King of Prussia, PA 19406

Event Sponsor(s)

CliftonLarsonAllen LLP

RKL LLP

RSM US LLP

S.R. Snodgrass, P.C.

Credit Hours

Up to 4 Hours of CPE Credit

  • Level:

  • Prerequisites:

  • Advance Preparation:

  • Field of Study:

  • Instructional Method:

  • Length:

Intermediate

None

240 Minutes

Specialized Knowledge & Taxes - Technical

None

Group Live

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For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

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.

Click Here for a complete list of FMS payment and registration policies

Cost

Members: $100
Non-Members: $110

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

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