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2023 Financial Services Symposium

Nov. 2-16, 2023
Anticipated CPE:
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Join our 2023 Financial Services Symposium for expert-led, curated sessions for financial institutions and insurance industry leaders. Access valuable insight and tools to navigate change in a challenging financial services landscape.
Business professional teaching CPE-eligible financial services webinar.Financial services leaders have a fair amount of change to navigate as they strategize for what’s here in 2023 and what lies ahead in 2024. With economic concerns, significant updates in accounting and tax reporting and regulations, cybersecurity compliance, and evolving risks, it can prove to be an enormous undertaking to keep it all straight. Fortunately, our experts can help you stay on track and move forward with confidence.

In our five-session series, financial institutions and insurance industry leaders can expect tailored content and expert insight into trending topics, challenges, risks, and opportunities in today’s financial services landscape and beyond.

All sessions are hosted by leading industry experts and will close with a live Q&A. Find more information about each session on the registration page by clicking above. Join us!

All sessions are CPE-eligible.


PMFA insights: Recession or soft landing? | November 2 | 2:00 – 3:00 p.m. ET 

TRACK: Financial Institutions and Insurance Companies

CPE credit: 1 hour, Economics

Plante Moran Financial Advisors’ Jim Baird, chief investment officer, and Tricia Newcomb, senior portfolio strategist, will discuss economic trends applicable to financial institutions and insurance companies. During this session, speakers will cover labor conditions, inflation, interest rates, and the outlook for economic growth in the coming year and beyond.

Financial institutions deep dive: Cyber & regulatory compliance matters | November 7 | 2:00 – 3:00 p.m. ET

TRACK: Financial Institutions

CPE credit: 1 hour, Specialized knowledge

As financial institutions dive deeper into the digital space, compliance standards and cyber risks will continue to evolve. Understand the impact of Section 1071 of the Dodd-Frank Act and gain insight into navigating emerging threats such as the 2023 MOVEit breach incident.

Office workspace & workplace: Trends in design, size, & location | November 7 | 3:30 – 4:30 p.m. ET

TRACK: Financial Institutions and Insurance Companies

CPE credit: 1 hour, Specialized knowledge

Gain expert insight into making sound workspace and workplace real estate decisions to support your business and workforce needs. Hear from our real estate panel as they discuss the widespread impact those decisions can make through a strategic, financial, workforce, and cultural lens.

Financial institutions deep dive: Accounting & tax update | November 16 | 2:00 – 3:30 p.m. ET

TRACK: Financial Institutions

CPE credit: 1.5 hour, Accounting

Check in with our audit and tax professionals as they provide guidance in navigating the latest accounting and financial reporting requirements, insight on current federal tax laws and regulations, and share early observations from the regulatory agencies on the impact of Allowances for Credit Losses (ACL).

Insurance accounting & tax updates | November 16 | 2:00 – 3:30 p.m. ET

TRACK: Insurance Companies

CPE credit: 1.5 hour, Accounting

Hear from our expert panel as they discuss legislative changes in federal and state tax laws, navigating Section 174 capitalization rules, R&D credit updates, and financial reporting changes under GAAP and statutory accounting principles.

Learn more about each session and customize your experience on the registration page — register for one or all. If you want to be prepared for the coming year, don’t miss this expert-led event. 

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

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:

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