Accounting and Regulatory Update
Join FMS and Ryan Abdoo from Plante Moran in this 60 minute webinar. This session will provide background information and an update on various accounting, auditing and regulatory issues for the financial institutions industry. As many areas of the Financial Industry are changes and evolving, staying up to date on the changes is key to the success of your institution.
Key items include the following topics:
- Implementation observations and auditor expectations when auditing CECL.
- Status of FASB proposal to delay certain accounting standards (e.g. CECL) for most.
- Status of SEC’s proposal regarding modification of classification as a smaller reporting company.
- Perspectives on the implementation of Critical Audit Matters for SEC filers.
Partner, Plante Moran
As an audit partner and the industry technical leader for financial institutions, mortgage, and consumer finance companies at Plante Moran, Ryan serves as the external audit partner and risk management partner (internal audit, loan review, regulatory compliance, IT/ Cyber, etc.) for both public and private institutions. From a CECL perspective, Ryan serves institutions ranging in size from $100 million to over $20 billion in assets. He is passionate about building strong relationships, adding value, and advising the firm's team and clients so they stay on the forefront of industry and regulatory developments.
Joe Vloedman, CPA
Audit Manager, Plante Moran
As an audit manager, I oversee audit engagement teams and serve as a client relationship manager. In addition, I belong to the firm’s professional standards group. As new rules or industry trends emerge in the ever-changing financial services landscape, I help develop solutions and education for our teams and our clients. My clients include community and regional banks, and I also have extensive experience with private equity funds.
Throughout my career, I’ve presented at many conferences and webinars for various executive forums, board and audit committee meetings, and various state banking organizations, and the Financial Managers Society. I'm also a frequent presenter at Plante Moran’s internal trainings. I’m energized by the opportunity to distill complicated financial matters down to actionable, practical solutions.
Services provided to my clients include financial statement audit, internal controls testing, allowance model validation, and consulting on new accounting standards. Since 2016 I have consulted with dozens of institutions on CECL implementation, as well as several software providers to assist in their development of CECL platforms.
Registration to the live session includes:
- One online connection
- CPE credit for registrant
- Permission to reproduce the handouts and other written material for additional attendees at your location
Only registered attendees of the live session can obtain CPE credit. Attendees of FMS live webinars also receive two views of the On-Demand version of the program they attend. Use this bonus feature to share the program with colleagues or as a refresher at a later date. Instructions for viewing the on-demand session will be emailed to you at the conclusion of the live event.
|| Earn up to 1 hours of CPE credit.
- Level: Basic
- Prerequisites: None
- Advance preparation: None
- Field of Study: Accounting
- Instructional Method: Group Internet Based
- Length: 60 minutes
For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). 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.
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