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Event

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April 3, 2025
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Financial Services Group Quarterly Accounting and Reporting Update

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In this quarterly webinar, our Financial Services team will review the latest updates affecting the financial services industry, including those affecting business combinations, capital raising, and accounting for sales of mortgage service rights.

Host: Rob Stevens, Shareholder and Industry Leader, Financial Services

Presenters: Blake Patterson, Senior Manager, Financial Services

Marquet Hansen, Senior Manager, Financial Services

Luke Newquist, Senior Manager, Forensic Valuation and Litigation Services

Clay Harris, Manager, Financial Services

Learning Objectives:

Gain insights into recent M&A trends in the financial institutions sector, understand key accounting impacts, and explore best practices for business combination accounting and financial reporting

Recognize key considerations for accounting and financial reporting related to various strategies for raising capital

Identify accounting implications for the sale of mortgage servicing rights and best practice considerations for structuring the sale

CPE Information

Continuing Education: 1 hours of CPE credits (*To earn the full 1.0 credit, participants must attend a minimum of 50 minutes and respond to a minimum of 3 polls.)

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisite: None

Advanced Preparation: None

Refund Policy: As this session is free of charge, no refunds will be issued

The information provided in this communication is of a general nature and should not be considered professional advice. You should not act upon the information provided without obtaining specific professional advice. The information above is subject to change.

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