Speaker Bureau

WOLF & CO Resources Speaker Bureau

Here at Wolf, we embrace innovation and development across the industries we serve, and the services we offer. To that end, our professionals are thought leaders, and are prepared to engage in speaking events covering a variety of topics. There are always new presentations and webinars being presented by Wolf professionals – here’s a sampling of speaking topics our experts have been covering recently.

Speaking Topics

Audit
  • Auditing Human Resources in 2022 and Beyond
  • CECL: Are You REALLY Ready?
  • Hedging Strategies Given New Accounting Standard
  • Model Risk Management in an Evolving World
  • Navigating the LIBOR Transition
  • Why You Should Audit your Culture and How to Get Started
Business Continuity Planning (BCP)
  • Business Continuity Management – The Illusion of Preparedness
  • Crisis Management- Bridging the Gap Between Business Continuity and Incident Response Planning
  • Designing an Effective BCP Testing Program
Cannabis
  • Fundamentals of Cannabis Banking
  • How Financial Institutions Can Embrace Cannabis-Related Businesses
  • Meet the Experts – You’re a Cannabis Banker, Now What?
Cybersecurity
  • Inside of the Dark Web
  • Is Your Bank Prepared for a Breach?
  • Learning the Magic Words: Demystifying Cybersecurity Jargon
  • Preparing to Mitigate and Respond to Ransomware
  • Rise of Human-Operated Ransomware
  • Ransomware: How Attackers Deploy It and How You Can Stop It
Environmental, Social & Governance (ESG)
  • How and Why to Adopt ESG Investing
  • ​​Managing Climate Change Risk within the ERM Program
Healthcare
  • How Healthcare Providers and Life Science Organizations Can Take BCP to the Next Level
  • Healthcare Cyber Threat and Regulatory Compliance Update
  • Tackling a HITRUST CSF Audit – Are you Prepared?
  • Healthcare Compliance for Providers & Business Associates
  • Healthcare in the Cloud: What every CIO/IT Decision Maker Needs to Know Before Adopting a Cloud Strategy
Regulatory Compliance 
  • EFT Error Resolution
  • How Financial Institutions Can Embrace Cannabis-Related Businesses
  • Section 1071- Is It Really HMDA for Small Business?
  • Vendor Management through the Regulatory Compliance Lens
Technology
  • Avoiding Costly Pitfalls in Your Fintech Relationships
  • Cryptocurrencies: A Lender’s Friend or Foe?
  • Enabling Innovation through Digital Transformation
  • Leveraging Fintech to Improve KPIs
  • The Future of Fintech and Bank Alliances
International Tax
  • Crypto Tax Basics
  • FATCA(Form 8938)/FBAR – Foreign Account and Foreign Financial Asset Reporting
  • Foreign Investment in Real Property Tax Act (FIRPTA)
  • Form 1120-F – Foreign Corporation Reporting in the U.S.
  • Form 3520/3520-A  – Foreign Trust Reporting
  • Form 5471 – Information Return of U.S. Persons with Respect to Foreign Corporations
  • Form 5472 – Information Return of 25% Foreign-Owned U.S. Corporations
  • Form 8858 – Information Return of U.S. Persons with Respect to Foreign Disregarded Entities and Foreign Branches
  • General Foreign Information Filings (Forms 926/8865/8621/8858/8886)
  • IRS Offshore Voluntary Disclosure and Penalty Abatement
  • Non-Resident Withholding (Forms 1042 and W-8BEN)
  • Reporting GILTI and Section 962 Elections
  • Section 965 Transition Tax (though that now not entirely relevant except for historical context in 5471)
  • Schedules K-2/K-3 (For 1120S and 1065)
  • U.S. Tax Treaties
  • U.S. Expatriation Tax
  • U.S. Tax Residency Determinations
  • 2022 Tax Filing Season International Hot Topics (FTC Update, Pillar 1 and 2, Foreign-Owned U.S. DRE, etc.)

Featured Speakers

Michael D. Cohn

Principal

Richard C. Fay

Principal

Scott M. Goodwin

Principal

Sean D. Goodwin

IT Assurance Manager

Tracy L. Hall

Senior Manager

Michael E. Kanarellis

Principal

Jared R. Kelly

Senior Manager

Stephen R. King

Principal

Randy Marsicano

Senior Manager

Meredith F. Piotti

Principal

Ryan J. Rodrigue

Principal

Rita M. Ryan

Senior Manager

Erica M. Torres

Principal

Interested in having one of Wolf & Company’s experts speak at your event? Reach out to our Events Marketing Manager, Stephanie Creedon, to learn more about our keynote speakers & topics!

Stephanie Creedon

Events Marketing Manager
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