Abstract building with sunlight, darkened
Inside:
Events

2024 Annual year-end banking updates

Join Baker Tilly for our annual year-end webinar as we explore the banking and capital markets industry. This webinar will provide a thorough overview of the key trends, developments and hot topics that have shaped 2024 and will help you prepare for 2025.  

Our specialists will cover several hot-button topics including tax updates, financial crimes, risk, mortgage and more. They will be discussing major industry updates and providing their insights into key topics for 2025.   

Learning objectives:  

Tax

  • Assess tax legislation on the horizon post-election   
  • Prepare banks for implications regarding the sunsetting of Tax Cuts and Jobs Act (TCJA)   
  • Discuss deferred tax asset planning with changing tax rates  

 New Market Tax Credits (NMTC)

  • Review latest updates on tax credit equity investments such as Renewable Energy Tax Credits (RETCs) and New Markets Tax Credits (NMTCs) 
  • Understand how to effectively position your organization to receive eligible credits and mitigate complexities 
  • Discuss election results’ potential impact on tax credit investment opportunities 

Risk advisory

  • Review updates on regulatory hot topics    
  • Assess emerging risks for banks   
  • Understand regulatory updates, guidelines and risks for Enterprise Risk Management (ERM) and Artificial Intelligence (AI) trends   

Mortgage  

  • Prepare for the impact of Federal funds rate cuts including mortgage quality control and servicing   
  • Discuss general market updates and upcoming requirements   
  • Review key considerations for quality control and updated fraud considerations  

Cybersecurity  

  • Review and understand the current trends and risks in the cybersecurity landscape that organizations face 
  • Discuss the current state of regulations and outlook for the future    
  • Understand key action items that can be taken to reduce the cyber risks that your organization faces 

Audit and accounting  

  • Review FASB updates and upcoming changes   
  • Discuss accounting considerations for areas potentially impacted by the current environment such as goodwill and other real estate owned 

CECL 

  • Review CECL trends and hot topics from 2024 
  • Prepare for CECL volatility with potential decreases in interest rates throughout 2025 
  • Discuss key features of an effective stress-testing and back-testing process 

Information about CPE eligibility  

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.  

Level: Overview  

CPE credit: Two (2) hours total credit 

Field of study: Specialized Knowledge 

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com. 

Baker Tilly 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org. 

This information should not be construed as a recommendation, an offer of services, or an offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The reader should not rely on this information other than as authorized by a written agreement with Baker Tilly Capital, LLC. The commentaries provided are opinions of Baker Tilly Capital, LLC and are for informational purposes only. While the information is deemed reliable, Baker Tilly Capital, LLC cannot guarantee its accuracy, completeness, or suitability for any purpose and makes no warranties with regard to the results to be obtained from its use, or whether any expressed course of events will actually occur. Securities involve risk and possible loss of principal. Past performance does not guarantee future results. No compensation has been paid to person providing a testimonial. Any testimonial is not representative of the experiences of other clients and is not indicative of future performance or success. 

Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Lane, Madison, WI 53718; phone 800 362 7301. Baker Tilly Capital, LLC is controlled by Baker Tilly US, LLP, an accounting firm. Baker Tilly US, LLP, trading as Baker Tilly, is a member of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. 

Similar events

Webinar

Tax Trends: International tax and transfer pricing update

Webinar

State of the food and beverage industry

Webinar

Simplify and automate your annual 1099s

Webinar

Tax Trends: State and local tax update