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About This Webinar
Staying compliant today requires looking ahead to the regulatory and reporting expectations of tomorrow. Join us from 12:30-2:00 pm CT on December 9 for the CFO Roundtable, a forward-looking learning opportunity for chief financial officers, chief risk officers and other accounting leaders.

This two hour session will provide strategic clarity on key audit, accounting and tax developments to help your institution prepare for 2027 and beyond.

Proactively preparing for change helps your institution maintain a competitive advantage. Join us for the context and practical guidance needed to lead your team with clarity and confidence. Save your seat today.
Agenda
  • Key accounting and reporting changes: Explore recent accounting developments, common implementation challenges and financial reporting considerations impacting banks and credit unions.
  • Evolving audit and regulatory expectations: Gain insight into emerging regulatory trends, audit hot topics and governance considerations that could shape your institution’s long-term risk and compliance strategy.
  • Proactive tax and compliance strategies for 2027 and beyond: Review recent tax developments, year-end requirements and practical planning strategies to help your institution optimize its tax position and mitigate compliance risk.
Presenters
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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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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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Brett Schwantes
Director
Brett Schwantes has more than 25 years of experience working closely with financial institutions and is the leader of the audit and accounting committee for the financial institutions practice of Wipfli and a member of Wipfli’s Accounting Standards Advisory Group. He advises clients on various unique and complex issues such as derivatives, fair value measurements of financial instruments and the new CECL accounting standard. Brett also consults with clients on the impact of new accounting standards and how best to implement them to avoid negative consequences whenever possible.

Brett shares his knowledge and understanding of current accounting trends and issues with other professionals through professional organization meetings, including FMS Finance & Accounting Forum, the National Directors and CEOs Leadership Convention, the WICPA and ICPAS Financial Institutions Conferences, the Banking CPAs annual conference, the CBAI Annual Convention and Wipfli’s annual Community Banking Forums. In addition, he has authored several articles that address new and technical accounting issues affecting the financial institution industry.
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Mckayla Garski
Manager
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Lindsey Sabelko
Partner
Lindsey Sabelko is a partner with over 17 years of experience in providing tax services to clients in the financial institutions industry. As a trusted tax advisor, Lindsey brings a blend of technical experience, strategic insight and client focus to every engagement. With a commitment to excellence, Lindsey helps financial institutions navigate complex tax situations with confidence and provides comprehensive tax solutions that allow them to achieve their financial objectives while minimizing tax exposure.
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