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2026 Financial Institutions Virtual Symposium

November 17, 2026
Online Only CPE Credit(s): 6.00
Register Today

Join Forvis Mazars and industry leaders for the 2026 Financial Institutions Virtual Symposium, a complimentary event focused on the trends, risks, and opportunities shaping the financial services industry. We’ll explore the current regulatory environment, accounting and tax developments, fraud prevention, digital assets, artificial intelligence (AI), economic conditions, credit risk, and cybersecurity. Attendees will gain practical insights to help navigate today’s evolving financial institution landscape.

Learning Objectives

Upon completion of this program, participants should be able to:

  • Identify key regulatory, accounting, tax, and economic developments affecting financial institutions in 2026.
  • Evaluate emerging risks and opportunities related to fraud, cybersecurity, AI, and digital assets within the financial services industry.
  • Recognize recent credit and business trends that may impact strategic planning, risk management, and operational decision making for financial institutions.
  • Apply insights from industry and regulatory updates to support sound governance, compliance, and financial management practices.

CPE Information

Six CPE credits (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast. 
Fields of Study Attendance Policy

Who’s This For

Financial institution leaders, CFOs, controllers, chief risk officers, internal audit and compliance leaders, and financial services professionals seeking insights on regulatory developments, accounting and tax updates, credit risk, fraud, cybersecurity, AI, digital assets, and economic trends impacting financial institutions.

Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.

Prerequisites & Advanced Preparation

None

Refund Policy

There is no fee associated with this event.

Program Level

Update

Questions

If you have questions about this CPE program, please contact us at [email protected].

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If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].

Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Presenters

Headshot of bobby bean smiling.
Bobby Bean

Managing Director, Financial Services Risk & Regulatory Consulting

Forvis Mazars US

Jason Brett

VP of Innovation and Tokenization at American Bankers Association

Roger Tutterow

Professor of Economics at Kennesaw State University

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