RKL 2018 Credit Union Seminar
Thursday, November 1, 2018
7:45 a.m. – 3:50 p.m.
RiverCrest Golf Club & Preserve
100 Rivercrest Drive
Phoenixville, PA 19460
Discuss challenges and opportunities facing America’s credit unions with top experts and professionals within the credit union industry.
Earn CPE credits for your time, and enjoy networking opportunities with your peers and RKL’s professional team during the continental breakfast and lunch. Only $150. Discounts are available for multiple registrants from the same credit union; for every three paid attendees, get one admission free!
Seating is limited; register today!
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Event Agenda:
7:45 – 8:45 a.m. – Registration and Continental Breakfast
8:45 a.m. – RKL Welcome
8:50 – 10:20 a.m. – The State of Digital: What Matters, What Doesn’t & What’s Next
Lee Wetherington, Director of Strategic Insight, Jack Henry & Associates®
Data. Analytics. API platforms. Real-time payments. AI. Voice. Many credit unions are struggling with next steps as they relate to the digital state. Identifying opportunities can be difficult with so much hype distorting where we are and what’s coming next. Are BigTechs the next big threat? Can credit unions compete against BigTechs and BigBanks, and, if so, on what terms? Should credit unions emulate or differentiate, and how is either possible? In the race to realize a consistent “omni-channel” member experience, many credit unions sacrificed personal service at the altar of digital self-service, but digital and personal are not mutually exclusive, and credit unions have a unique opportunity to differentiate themselves precisely where larger competitors are weakest, i.e., at the limits of self-service inside digital channels. Throughout this course, attendees will understand the state of digital and how opportunities may impact credit unions. Join Lee Wetherington for an entertaining and thought-provoking take on the state of digital. (Qualifies for 1.8 Specialized Knowledge CPE credits.)
10:25 – 10:50 a.m. – The Personal Planning Opportunities of Tax Reform
Jonathan Clark, Partner, RKL Tax Services Group
The Tax Cuts and Jobs Act significantly shifted the federal tax landscape, containing a number of provisions that upend conventional planning wisdom. This session will highlight the most impactful individual tax reform provisions and place them within the context of year-end planning. Attendees will be equipped to better understand the cumulative impact of tax reform on individual tax and wealth management planning. They will also leave the session with action items to consider within their unique financial circumstances. (Qualifies for 0.5 Taxation CPE credit.)
10:50 – 11:00 a.m. – Break
11:05 a.m. – 12:05 p.m. – Q&A With James Madison
As portrayed by John Zak
Meet our fourth President of the United States and the Father of the Constitution and explore the process by which the enduring government of “We the People…” began. A conversation with James Madison is an opportunity like no other to understand how our Nation’s founding principles took shape.
12:05 – 1:00 p.m. – Lunch
1:05 – 2:05 p.m. – Political Changes and What They Mean
Richard Gose, Chief Political Officer, Credit Union National Association (CUNA)
Wonder what the 2018 election will mean for policy changes in Congress and how it will set up the Presidential race in 2020? Attendees of this session will learn about the real legislative challenges and opportunities ahead and be able to apply these lessons to plan for the effects on their credit union. (Qualifies for 1 Specialized Knowledge CPE credit.)
2:10 – 3:50 p.m. – Accounting and Auditing Update
Barry Pelagatti, Partner and Leader, RKL Financial Services Industry Group
Jim Pruzinsky, Partner, RKL Audit Services Group
Some days it seems as if the accounting profession is changing faster than we can keep up. In this session you’ll find everything you need to know to be up-to-date on the industry’s most significant accounting and auditing topics. Recently issued or effective authoritative literature is discussed along with current accounting and auditing issues. With a focus on the big picture, this session covers a wide breadth of topics while focusing on what you need to know now about each new development. Discussion topics will include:
• Current Expected Credit Losses (CECL)
• Revenue Recognition
• Accounting for leases
• Practice tips and other developments important to the industry
Attendees will leave this session equipped with information needed to apply these topics to their own financial accounting systems. (Qualifies for 2 A&A CPE credits.)
3:50 p.m. – Closing Remarks
REGISTER HERE
Questions about our Credit Union Seminar? Contact Lindsey Howe at lhowe@rklcpa.com.
CPE Information
CPE: Earn up to five and a half hours in the fields of Specialized Knowledge, Tax, and A&A . See course descriptions.
Cancellations: Cancellations outside of unforeseen circumstances are requested by October 26.
Prerequisites: None | Advanced Preparation: None | Program Level: Basic | Delivery Method: Group-Live
For information regarding our complaint policy, contact RKL’s HR department at 717.394.5666.
RKL 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 the 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.
