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AACC: Financial Services Roundtable

Description

This session is principally to assist accounting professionals and senior financial managers with understanding the latest banking and financial services trends. This comprehensive session provides an overview of the latest trends in retirement planning, residential mortgage, and community banking. This course will also provide an overview of the resurgence of group long term care coverage.

Learning Objectives

This course will help you better understand the trends in the financial services industry.

Major Topics
  • Current trends in retirement plan design, and cash balance plans
  • Handling the new focus on fiduciary responsibility in 401(k) and other retirement plans.
  • Residential mortgage industry housing reform updates and trends specific to the Baltimore/DC market
  • Overview group long-term care coverage and latest trends
  • Community banking trends, shrinking market, and regulatory challenges
  • Insurance and risk management update
Provider
Maryland Association of CPAs
Course Level
Update
Professional Area of Focus
Employee Benefits
Accounting & Auditing
CPE Field of Study
Finance
4
Who Should Attend

Accounting Professionals, Practitioner, and Senior Management
Prerequisites

Experience working in financial services.

Location
 
Recently Updated!! – Anne Arundel Community College – CADE Building Room 219
101 College Pkwy
Arnold, MD 21012 US
View in Google Maps
Event Information
When
May 21, 2018
1:00 pm - 5:00 pm EST
Location
Recently Updated!! – Anne Arundel Community College – CADE Building Room 219
101 College Pkwy
Arnold, MD 21012 US
Total CPE Credits
4
Format
In-Person

MEMBER

$ (% off)
$50.00

NON-MEMBER

$ (% off)
$60.00
Become A Member

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AACC: Financial Services Roundtable

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