Year-end accounting and tax issues update for financial institutions

LIVE WEBCAST | December 13, 2022

Authored by RSM US LLP

Event overview

Join leaders from RSM’s financial institutions practice for an overview of the pressing accounting and tax issues facing the industry today. In this one-hour update, you’ll gain insights on how to strategize and prepare for the coming year.


  • Impact of the current economic and regulatory environment
    • Angela Kramer, Senior Manager, RSM US LLP
  • Accounting update, including current expected credit loss methodology updates and reminders
    • Mike Lundberg, Partner, RSM US LLP
  • Tax update
    • Doug Jenen, Partner, RSM US LLP


Angela Kramer | Financial Services Senior Analyst

Doug Jenen | Partner | RSM US

Mike Lundberg  | Partner | RSM US

Learning objectives

By the end of this presentation, participants will be able to:

  • Identify a variety of regulatory issues confronting financial institutions
  • Discuss accounting, disclosure and reporting matters
  • Articulate key issues and developments facing financial institutions 

CPE credits

CPE credit available

RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based

Field of study: Accounting | CPE: 1.0 credits

Event details

Date and time

Tue, Dec 13, 2022

1 p.m. EST | Noon CST

Intended audience

CEOs, chief financial officers, controllers, tax directors, audit committee members, board members and C-level executives


60 minutes

CPE credits

One CPE credit will be issued to eligible participants



This article was written by RSM US LLP and originally appeared on 2022-12-13.
2022 RSM US LLP. All rights reserved.

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