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About This Webinar
Join us for Wipfli’s CFO Roundtable, a quarterly learning forum for chief financial officers, chief risk officers, controllers and other accounting leaders in financial institutions.
On April 23, we’ll take a closer look at the evolving M&A landscape and what the activity means for financial institutions. We’ll also discuss upcoming changes in purchase accounting and how to prepare for new reporting requirements.
Agenda
  • Understand the current M&A climate: Hear about recent trends, transition activity and factors shaping the M&A environment.
  • Prepare for changes in purchase accounting: Learn the latest on the proposed accounting standard for purchased loans and how it may affect financial reporting.
  • Navigate M&A with confidence: Discover practical considerations for evaluating opportunities, planning transactions and supporting successful integrations.
Presenters
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Morgan Crowley
Senior Manager
Morgan Crowley is a senior manager with nearly 10 years of experience in risk advisory and audit services, serving clients exclusively in the banking industry. She specializes in financial statement audits and outsourced internal audit services for private and public banks. Morgan has deep expertise in FDICIA compliance and SOX internal control documentation, testing, and consulting for both accelerated filers and smaller reporting companies. She also specializes in CECL consulting and leads Wipfli’s national CECL validation practice.
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Stephanie Suchla
Senior Manager
Stephanie Suchla is a senior manager with over 10 years of experience in serving financial institution clients. She has a passion for understanding the unique issues impacting financial institutions. Stephanie serves on the firm’s Financial Institutions Technical Issues Committee (TIC), which is dedicated to providing communication updates and research on developing accounting standards and reporting issues.
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Paul Ouweneel
Partner
Paul Ouweneel is a partner at Wipfli and managing director at Wipfli Corporate Finance Advisors, LLC. With extensive experience in business strategy, transaction advisory and valuation, Paul provides comprehensive advisory and consulting services to ownership and C-suites. Paul specializes in guiding clients through complex financial decisions, offering strategic insights and tailored solutions to enhance shareholder value. Paul holds the prestigious CFA, CPA and CFP designations and is an investment banker licensed with FINRA, holding Series 79 and 63 licenses. Paul works tirelessly to consistently produce outstanding outcomes for his clients’ key stakeholders, including their employees, customers, community members and shareholders.
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