Event Countdown


We are pleased to invite you to Cherry Bekaert's annual Financial Institutions Summit, taking place at Churchill Downs, the world-renowned racetrack and home of the Kentucky Derby! This premier event will bring together prominent financial institutions leaders to discuss emerging tax, risk management, regulatory compliance, cybersecurity and other trends affecting the industry. 

We will also offer breakfast, lunch, CPE credits and a walking tour of this symbolic jewel of Kentucky.

Who Should Attend

Leaders in the financial institutions space who are focused on learning more about industry trends and networking with others. 

CPE Accreditation

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to 6 hours of CPE, pending approval 
Recommended Field(s) of Study | Specialized Knowledge
CPE Capabilities | Technical Expertise/ Problem Solving, Business Development
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

Attendees who participate in full will receive CPE credit per session, free of charge. View sessions for the learning objectives. 

Register today to take part in our event! 

Agenda At-A-Glance

Registration, Networking & Breakfast

8:00 AM - 8:30 AM
Welcome Remarks

8:30 AM - 8:40 AM
Net Interest Margin Management: How to Pull Ahead of Your Peers

8:40 AM - 9:30 AM
Session Details Coming Soon

9:30 AM - 10:20 AM

10:20 AM - 10:30 AM
Managing Cyber Threats, Compliance Obligations and Risk Mitigation Strategies

10:30 AM - 11:20 AM
Chief Risk Officer Panel

11:20 AM - 12:10 PM

12:10 PM - 12:40 PM
The Art of a Tax Credit Project

12:40 PM - 1:30 PM
What Every Bank Director and Officer Should Know About Regulatory Compliance

1:30 PM - 2:20 PM

2:20 PM - 2:30 PM
Regulator Panel

2:30 PM - 3:20 PM
Churchill Downs Racetrack Walking Tour

3:20 PM - 4:00 PM
Closing Remarks

4:00 PM - 4:05 PM

For more information regarding event details, please contact Cherry Bekaert Events.

Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

This event is complimentary. Due to this program being offered free of charge, there will be no refunds.

CPE for Virtual Events

Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:

  • There will be 4 polling questions per hour of each session.
  • In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
  • Polling questions will not be announced in advance.
  • If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
  • We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
  • Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
  • You will receive one certificate for each course you attend/pass.

For questions regarding registration or event cancellation, please contact Maddie Robbins. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.

CPE Sponsors LogoCherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) 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. | www.learningmarket.org