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2017 CEO & Board University

June 16, 2017 @ 8:00am

Location: DoubleTree by Hilton Boston - Westborough, Westborough, MA 

We know the issues and challenges that financial institutions are facing, and have developed an agenda focused on the regulatory and cybersecurity landscape, and relevant accounting and auditing updates, including CECL. 

2017 CEO & Board University

8:00 – 8:45           Breakfast & Registration 

8:50  – 9:45          Keynote: Increasing Retail Lending Portfolios: What the Board needs to now about using non-traditional data to find and satisfy new Customers

  • Christine Pratt, Senior Analyst, Aite Group

As Financial Institutions continue to look for more borrowers, and consumers expect faster and more transparent approvals, there has been serious momentum in the use of non-traditional data. The use of analytics and alternative data allows FIs an opportunity to discover, profit, and satisfy new customers with acceptable risk profiles. 

These tools are well-positioned to have long-term impact by enabling FIs to analyze, design, and differentiate retail portfolio risk as well as financial performance. 

In this presentation we will discuss the current trend and what role these tools could have in increasing financial inclusion in the consumer market while resulting in cost reductions, streamlined processes, and mitigating fraud risk for the Institution.

9:50 – 10:45         Session I: What Boards Need to Know About CECL 

There has been a lot of discussion about this new accounting standard, which will change the way institutions calculate impairment on loans and securities held to maturity. This session will provide a high-level overview of the scope and requirements of the standard, a roadmap for implementation, and the Board’s role in the implementation processs. 

10: 45 - 11:00       Break

11:00 – 11:55       Sessions II: More than Just an Accounting & Tax Update 

In recent years, the accounting standards have become more complex and can significantly impact operational decisions within community financial institutions. In this session, we will discuss how implementation may impact the operations of your Institution. 

Attendees of this presentation will learn:

  • How the lease accounting and revenue recognition rules may impact your institution and its borrowers
  • Investment strategies to consider given changes in accounting for equity securities
  • The changing focus on internal controls over financial reporting and why management controls are so important
  • Top 5 tax issues worthy of consideration

12:00 – 1:00         Lunch  

1:05 - 2:00            Session III: Cybersecurity: How the Board Manages and Governs it All

As you already know, cyber thieves are working hard to find any opportunity to breach your systems and the accounts of your customers. Beyond the financial losses or reputational harm you already know about, the current evolution of these threats can quickly affect the Institution’s bottom line and your ability to serve your customers. Whether it’s stealing credit card numbers or running elaborate scams to gain account credentials the threats seem to evolve at an amazing pace. Join us for a session where we will discuss the current environment and how the Board can govern it all. 

Attendance CPE

After completing this program, participants are eligible for  4 CPE credits. Wolf & Company, P.C 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 course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: .NOTICE: The CPE Credit Certificate will be available at the end of the conference.  


 No refunds after Friday, June 9, 2017.


Please contact Stephanie Creedon, Marketing Coordinator at or (617) 261-8142