Overview

We are pleased to invite you to Cherry Bekaert's annual Financial Institutions Summit, taking place at the Louisville Slugger Museum – a venue in a league of its own! This premier event will bring together prominent financial institutions leaders to discuss emerging tax, risk management, regulatory compliance and cybersecurity trends affecting the industry. 

We will also offer breakfast, lunch, CPE credits and a happy hour to close out the day. Mark your calendars and stay tuned for more information on this year’s summit!

Who Should Join?

This program is designed for leaders in the financial institutions space who are focused on learning more about industry trends and networking with others. 

For More Information

Chris Purvis
Partner, Assurance Services
Financial Institutions Practice Leader

Kathy Herbig
Partner, Tax Services
Financial Institutions Leader

Location

Louisville Slugger Museum
800 W Main Street
Louisville, KY 40202

CPE Accreditation 

Delivery Method | Group Live
Recommended CPE Credit | Up to 7 hours of CPE, pending approval 
Recommended Field(s) of Study | Specialized Knowledge
CPE Capabilities | Technical Expertise/ Problem Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

Agenda At-A-Glance

Registration, Networking & Breakfast

8:00 AM - 8:30 AM
Welcome Remarks

8:30 AM - 8:40 AM
M&A Updates and Balance Sheet Management

8:40 AM - 9:30 AM
Legislative Tax Updates

9:30 AM - 10:20 AM
Break

10:20 AM - 10:30 AM
Industry AI Considerations

10:30 AM - 11:20 AM
CEO Panel

11:20 AM - 12:10 PM
Lunch

12:10 PM - 12:40 PM
Leadership Development & Succession Planning

12:40 PM - 1:30 PM
Event Program

1:30 PM - 2:20 PM
Break

2:20 PM - 2:30 PM
Regulatory Panel

2:30 PM - 3:20 PM
Closing Remarks

3:20 PM - 3:30 PM
Happy Hour

3:30 PM - 5:00 PM