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2011 Financial Institutions Forum
 



Thank you to each of the individuals who were able to join us for this year's FI Forum. It is an honor to serve as your trusted business advisor for the opportunities and issues facing today's Financial Institutions. Below you will find links to the 2011 presentations and hand-outs. Please do not hesitate to contact a member of our banking team for further information on how we can assist you with year-end tax information, upcoming audits, or consulting.
 

Offering you...Service More Than Expected.

Click title to access this year's presentations: 2011 FI Forum Presentations

  • Overview of Seminar & Padgett, Stratemann & Co., L.L.P. Update - Kathleen Fields, CPA
     
  • Tax Update for 2011- Jenise Dounson, CPA
     
  • Compliance Update: Part One - Annette Evans, CPA
     
  • State and Federal Legislative and Regulatory Issues Facing Community Banks - Chris Williston, President & CEO - Independent Bankers Association of Texas
     
  • HR Compliance Update - Diana Weeks, CCP, CBP, SPHR, PI 
     
  • Industry Update: The Changing Face of M & A - Curtis Carpenter, Managing Director - Sheshunoff & Co. Investment Banking
     
  • Regulatory Trends, Hot Topics, and Best Practices - Kurt Purdom, Director of Bank and Trust Supervision - Texas Department of Banking
     
  • Compliance Update: Part Two - Annette Evans, CPA
     
  • Accounting Update - Steve Griffith, CPA 
Hand-outs