Education & Events

Hybrid Delivery Options (select your preference when registering)
RSM Offices or Live Streamed

The Compliance Peer Groups provide an opportunity for bankers to examine pressing issues constructively, exchange ideas, and share solutions among colleagues in a comfortable and professional environment. We will provide timely updates on various topics for you to take back to your bank.

Agenda

9:00 a.m.           Registration & Networking
10:00 a.m.         Welcome and Introductions
10:15 a.m.         Lending
11:15 a.m.         Deposits & Other
12:15 p.m.         Lunch
1:00 p.m.           CRA
2:00 p.m.           BSA

Learning Objectives
After this session, participants should be able to:

• Comprehend the impact of changes in regulations.
• Identify reactive and proactive steps to deal with the changes.
• Describe issues regulatory examiners are criticizing at peer institutions and implement practical, cost-effective solutions.

Benefits

• Networking: Participants can network with fellow bankers, fostering professional connections and potential collaborations.
• Regulatory Updates: Stay informed about the latest changes in lending, deposits, CRA (Community Reinvestment Act), and BSA (Bank Secrecy Act) regulations, ensuring your bank remains compliant with current requirements.
• Best Practices Sharing: Exchange best practices and innovative solutions with peers to effectively address compliance challenges in areas such as lending, deposits, CRA, and BSA.
• Proactive Compliance Strategies: Learn proactive steps to anticipate and adapt to regulatory changes, helping your bank maintain compliance while minimizing disruptions to operations.
• Practical Implementation: Acquire practical, cost-effective solutions for implementing compliance measures, ensuring your bank meets regulatory expectations efficiently and effectively.
• Skill Enhancement: Develop your understanding of compliance regulations and enhance your ability to interpret and implement regulatory requirements in areas such as lending, deposits, CRA, and BSA.
• And much more…

Technology Requirements – Virtual Attendees Only

• Have Zoom virtual meeting access
• Interact with facilitators and all participants in a live, virtual environment
• Actively participate in live and chat discussions
• Have complete, working computer microphone, camera, and speakers or phone access
• Keep cameras on for the duration of the program

Facilitator
Karyn Mysliwiec, Risk Consulting Managing Director – Financial Services, RSM US LLP

Audience Compliance Officers, Risk Managers, and Auditors

Continuing Education
ABA Professional Certifications 5 CRCM, CERP, CAFP Credits
CPE for Illinois Public Accountants 4.50 hours

Package Pricing (For All Three Sessions)
IBA Member $675 
Nonmember $1215 

Per Person Fee (Individual Session)
IBA Member $250 
Nonmember $450 

RSM US LLP, Schaumburg  
1450 American Lane
Suite 1400
Schaumburg, IL 60173

Map & Directions