NEW THIS YEAR: Receive a complimentary On-Demand course worth 0.5 TX credits of CPE when you register for this year's Financial Institutions Conference. The 25-minute QuickByte course — Understanding the IRC Section 41 R&D Tax Credit Applicability to the Financial Institution Industry, presented by the experts at Tax Credits Group, LLC — is designed specifically for the financial institution industry. The content will give you a high-level understanding of what the R&D tax credit is and what the rules and requirements are to claim it. The session will also explain recent favorable changes in the area of software development, and will walk you through a real-world example of a banking client who saved millions.

Instructions for claiming your complimentary QuickByte course are included in the conference registration notification email.

Topics to be covered at this year's conference include:

  • The impact of cryptocurrency and blockchain on the financial services sector
  • The intricacies of the CECL standard and future reporting changes
  • An industry outlook that includes an overview of M&A challenges with an aging industry and opportunities for developing talent and key-position succession planning
  • An update on the regulatory environment
  • A review of the federal and state tax landscape


Schedule at a Glance