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Non-Member Fee

$449.00

Non-Member Fee

$500.00

Welcome and Announcements

$0.00

Driving Impact Through Process While Seeking Your Ideal Culture

$0.00

Break

$0.00

Hot Topics Panel

$0.00

Lunch

$0.00

Practical AI for Finance Leaders: Real-World Use Cases and Implementation Workshop

$0.00

Telling Your Financial Story: Communicating Trust, Impact, and Foresight Through Financial Reporting

$0.00

Break

$0.00

Compensation and Benefits Tax Strategies

$0.00

You're a New CFO - What Steps Do You Take to Understand Your Organization and It's Risks

$0.00

Non-Member Fee

$349.00

Welcome and Opening Remarks

$0.00

Recent Developments

$0.00

Break

$0.00

Loose Lips Sink Ships

$0.00

Lunch

$0.00

Estate and Gift Planning with the International Client

$0.00

Elder Law Planning and Related Income Tax Aspects / Current Issues in Trust Design

$0.00

Break

$0.00

Planning Tips and Nuggets

$0.00

Hot Issues in Wealth Transfer Planning

$0.00

Closing Remarks

$0.00

Using Nongrantor Trusts to Hold Partnership Interests

$0.00

Non-Member Fee

$365.00

Welcome comments

$0.00

Economic Update

$0.00

2026 Tax Update for Financial Institutions

$0.00

AI in Banking: Industry Leader Perspectives

$0.00

The Regulatory Landscape: Insights from Experts

$0.00

Ethical AI Practices: Ensuring Responsible Use

$0.00

Confessions of an Internal Auditor: What We’re Really Seeing in the Field

$0.00

Financial Institution Consumer Awareness, Fraud and Advocacy

$0.00