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Nov. 16-17, 2021
Anticipated CPE:

Featuring engaging speakers and valuable content, our 2021 Financial Institutions Symposium will provide expert insights into the latest trends and challenges facing financial institutions, as well as strategies to navigate risk and build resilience.

Close-up view of a pillar of columns.Join experts from Plante Moran’s financial institutions team and leaders across the country for a complimentary two-day CPE virtual event. This year’s symposium includes an economic outlook from Plante Moran Financial Advisors’ CIO, Jim Baird, an engaging panel discussion on post-pandemic M&A, an accounting and tax update, and fintech partnership considerations you need to know. With timely and insightful content, each session will impart actionable strategies for your financial institution that you don’t want to miss.


Note: Register for each session individually. If you’re unable to attend any of the live sessions, be sure to register now to receive access to the on-demand content.

  • Tuesday, Nov. 16, 2021
    • 2:00 – 3:00 p.m. EST | PMFA insights: The economy in transition, CPE credit: 1, Economics
    • 3:15 – 4:15 p.m. EST | Post-pandemic M&A panel discussion, CPE credit: 1, Specialized Knowledge
  • Wednesday, Nov. 17, 2021
    • 2:00 – 3:00 p.m. EST | Annual financial institution accounting and tax update, CPE credit: 1, Accounting
    • 3:15 – 4:15 p.m. EST | Fintech partnerships: Legal and compliance considerations, CPE credit: 1, Specialized Knowledge

Plante & Moran, PLLC, 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 courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: