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Upcoming Events

December CFO roundtable: Audit, accounting and tax update

12/3/2025 12:30 PM - 02:30 PM (CT)

Type: Live Webinar

Industry: Financial services

Service: Tax services, Assurance services

Seats Remaining: 671

Event Contact:

Name: Forrester Sey

Phone: 404.420.5720

Email: forrester.sey@wipfli.com


Join us for our CFO roundtable — a quarterly learning opportunity for chief financial officers, chief risk officers, controllers and other accounting leaders in financial institutions.

On December 3, we’ll provide a timely update on audit, accounting and tax changes shaping the industry. This session will help you:

  • Stay ahead of accounting and audit changes: We’ll review updates to purchase accounting for acquired loans, new income tax disclosure requirements and other emerging issues.
  • Navigate evolving compliance requirements: We’ll explain how recent regulatory and disclosure changes could impact your institution’s reporting obligations and audit preparation.
  • Evaluate tax implications of new legislation: We’ll explore how the One Big Beautiful Bill Act impacts bonus depreciation, charitable contributions and other provisions that affect financial institutions.

As regulations shift, staying informed is key to sound decision-making and audit readiness. Join us on December 3 for insights to help your institution stay compliant and prepare for 2026 and beyond.

Speakers

Stephanie Suchla
Stephanie Suchla, CPA
Senior Manager, Wipfli Advisory LLC
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Morgan Crowley
Morgan Crowley, CPA
Senior Manager, Wipfli Advisory LLC
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Schwantes_Brett
Brett D. Schwantes, CPA
Director, Wipfli Advisory LLC
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Christy Tinsley
Christy French
Manager, Wipfli Advisory LLC
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DuBois_Connie
Connie S. DuBois, CPA
Manager, Wipfli Advisory LLC
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