Upcoming Events

Audit and accounting update for financial institutions

11/12/2020 10:00 AM - 11:30 AM (CT)

Type: Live Webinar

Industry: Financial Institutions

Seats Remaining: 549

Event Contact:

Name: Mary Boortz

Phone: 715.858.6677

Email: mboortz@wipfli.com


Join this free webinar hosted by Wipfli

2020 has been a year full of challenges for financial institutions, including some unique accounting issues. Wipfli’s annual audit and accounting webinar will update you on the latest answers to your accounting questions as well as the nuts and bolts of final accounting rules effective for 2020 and beyond.

Topics discussed will include:

  • Deferred loan fees (e.g., PPP loans)
  • Loan modifications and TDRs
  • Fair value disclosure changes
  • Lease implementation considerations
  • Asset impairment considerations
  • Reference rate reform relief

Who should attend:

Senior management handling audit and accounting issues

Presenters

Brett Schwantes, Senior Manager

Brett has over 25 years of experience in working closely with financial institutions and is the leader of the Technical Issues Committee for the financial institutions practice of Wipfli. He has received specialized training on accounting for a number of complex issues, such as derivatives and fair value measurements of financial instruments, which has allowed him to better understand the unique problems and challenges this industry faces and to advise financial institutions on a variety of accounting and regulatory issues. Brett also consults with clients on the impact of new accounting standards and how best to implement them to avoid negative consequences whenever possible.

Lydia Kopras, Manager

Lydia is a manager in Wipfli’s audit practice. With a background in banking, she has assisted the financial institutions group for the past five years, leading financial statement audit engagements, directors’ exams and supervisory exams for financial institution clients. In addition, Lydia assists clients by providing risk-based internal auditing services including evaluation of internal controls and adherence to internal policies and regulatory requirements.

Speakers

Schwantes_Brett
Brett D. Schwantes, CPA
Senior Manager
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Lydia Kopras
Lydia R. Kopras, CPA
Manager
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