2017 Financial Institutions Conference (FIC17)
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When: 9/22/2017
8:00 AM until 4:20 PM
Where: Renaissance Hotel
7000 Bluebonnet Blvd
Baton Rouge
United States
Presenter: Various

Online registration is closed.
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Growing regulatory reform, ongoing compliance requirements, and the significant increase in cybersecurity risks can leave you feeling like you’re behind the eight ball. LCPA’s Financial Institutions Conference offers the perfect combination of topics for CPAs who work within the banking industry or those in public practice with banking clients. From a state economic update to risk management to tax reform to IT and more, you’ll regain an advantageous position and the knowledge needed to effectively call the shots.

Visit our Virtual Expo!

The Financial Institutions Conference features companies whose products and services can save you time and money. Click on the logos and links in the Virtual Expo tab above to get a preview of their offerings and make sure to stop by and introduce yourself at the conference to learn more. Plus, many will be giving away fabulous prizes, so bring your business cards so you can enter to win!

Sponsorships are still available. Contact Misean Reed at 504.904.1133 or mreed@lcpa.org.

7:30 – 7:55 am Registration & Continental Breakfast
7:55 – 8:00 am Welcome & Opening Remarks
8:00 – 9:30 am

Gazing Into the Crystal Ball: The Louisiana Economy & the Energy Market

Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA

Will the Gulf of Mexico revive soon? What is the status of the industrial boom in South Louisiana? A huge investment potential exists for new LNG export facilities: What are the economics of them going vertical? Why would we describe the Louisiana economy as being "trifurcated"?

9:30 – 9:50 am Break/Visit Exhibitors
9:50 – 10:40 am

The Evolution of ALCO: Regulatory Appeasement or Profit Improvement?

Todd Taylor, CPA, CFA • Taylor Advisors • Louisville, KY

This session begins with a review of the history of the ALCO process, beginning in the 1970s, when Gap was the primary tool, to the present, where interest rate risk models and stress testing are the norm. From there, we will examine various balance sheet areas, including capital, liquidity, IRR, and investments, and link the ALCO process to risk management and profitability. This session includes a position assessment of several balance sheet categories, using up-to-date peer data from banks in Louisiana and using real-world examples from community banks. 

10:40 – 11:30 am

Impact of Recent Tax Changes to Community Banks

Brandon Lagarde, CPA, JD, LLM • Postlethwaite & Netterville • Baton Rouge, LA

Coming soon.

11:30 am – 12:30 pm Lunch
12:30 – 1:20 pm

Banking Industry Overview

Christopher Marinac • FIG Partners LLC • Atlanta, GA

Coming soon.

1:20 – 2:10 pm

Accounting & Audit Update: The Race to Beat Effective Dates!

Candace “Candy” Wright, CPA/CFF • Chair, Private Company Council and Director Postlethwaite & Netterville • Baton Rouge, LA

The pace of change is over whelming at times and you need tools and timelines to help keep up. This session will give you an overview of changes in Accounting and Auditing that you should start preparing for now. In order to have time to cover all of the changes coming down the “Accounting & Auditing road” this session will not be a deep dive into any one topic. It will give you tools and resources to use as follow-ups for more in-depth information for implementation for your institutions. So, put on your seatbelts and we’ll race down the road of Accounting and Audit to beat the effective date deadlines!

2:10 – 2:30 pm Break/Visit Exhibitors
2:30 – 3:20 pm

Industry and Regulatory Update

T. Jefferson “Jeff” Fair, CVA • American Planning Corporation • Baton Rouge, LA

As the Federal Reserve begins another grand experiment in monetary policy, regulators are warning banks about excessive reliance on “potentially volatile funding sources”.  This session will cover reasonable responses to such concerns, possible steps to prepare for a stronger economy and steepening yield curve, preparing for CECL implementation and more.

3:20 – 4:20 pm

Hot Topics in Banking IT

Lisa Traina, CPA, CITP, CGMA • Traina & Associates, A CapinCrouse Company • Baton Rouge, LA

Up to 8 CPE Credits

Early Bird Member/Non-member Registration Fees: $289/389
After 9/8, add $50. The member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members.

*Non-CPA staff of LCPA members may attend at the member rate.

Register online using the 'Register' button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040 Monday through Friday, 8am to 5pm.

Need to register more than one person?
Fill out our Group Registration Form and email it to register@lcpa.org.

Renaissance Hotel
7000 Bluebonnet Blvd.
Baton Rouge, LA 70810

Rate: $139
Group Code: Mention LCPA Financial Institutions Conference
Cut-off Date: 9/1

Gold Sponsor

Financial Institution Service Corporation

Financial Institution Service Corporation

FISC offers data processing and information services that are designed specifically for the strategic environment of the community bank. Our objective is to help the member banks increase efficiencies, productivity, and customer satisfaction, while increasing management's ability to respond to ever-changing conditions. FISC manages data and item processing and provides the member banks with the key information that allows them to concentrate on managing their institution's financial performance. Talk to us, talk to our customers!

We welcome the opportunity to discuss our services with you and encourage you to contact our users. Ask them for their opinion about our systems, our service, and our support.

Pat Spencer, CPA • 318.387.0691 • pat.spencer@fiscdp.com

Silver Sponsor

First National Bankers Bank

First National Bankers Bank

FNBB was the first nationally chartered banker’s bank in the country and opened for business on July 2, 1984. This came at a time when the banking industry was changing across the nation and banks started branching out across parish and county lines. Community bankers recognized that the larger money center banks that had traditionally provided them with vital correspondent banking services would come into their markets and become direct competitors. The concept of “banker’s banks” was realized in several states across the country and the time had come for a group of community bankers to create a banker’s bank in Louisiana.

Today, FNBB has offices in Louisiana, Arkansas, Alabama, Georgia, Mississippi, and Florida serving the correspondent banking needs of more than 600 community banks throughout the Southeast. Each of our regional offices is managed by a local president and staff that possess extensive banking experience and great familiarity with their respective market. This local insight and depth of expertise gives FNBB a unique understanding of the needs and concerns of community bankers.

Cheryl Kennedy • 225.924.8015 • ckennedy@bankers-bank.com

Bronze Sponsor

Cardinal Capital

Cardinal Capital

Cardinal Capital connects business to capital. We are a commercial finance consulting firm that works with organizations of all sizes, lifecycle stages, categories and locations. With thousands of sources of capital, we find the right capital solution for any business situation.

Rob Powell • 225.308.3700 • rob@cardinalcap.net