AICPA Conference on Banks & Savings Institutions

Early Bird Savings

Register early and save $150! Early bird pricing expires July 31, 2026. Early bird savings will be shown in shopping cart.

Join us for 3 days in September to hear from key regulators from the Federal Reserve, SEC, FASB, PCAOB about today’s most pressing issues and stay for the informative “Ask the Experts” panel discussions and interactive Q&A sessions.

This year we will feature industry leading speakers to share insights and strategies about the current climate and key issues.

Who Should Attend:

• Public practitioners with banks and savings institution clients
• Preparers and auditors serving banks and savings institutions
• CFOs, controllers and financial executives in institutions of all sizes
• Regulators in government and industry

Optional Workshops for on-site attendees

Personal AI Mastery 2.0: Smarter Living Through Intelligent Tech
4:00 p.m. - 6:00 p.m.
Sunday, September 13

Artificial intelligence is reshaping banking and financial services at every level — from regulatory analysis and loan documentation to client reporting and back-office automation. Yet for many banking professionals, the gap between awareness and confident, practical use remains wide. This course closes that gap in two focused hours. Designed specifically for banking and financial institution professionals, this session moves participants through a hands-on structured progression — from understanding the AI landscape and building a basic prompting practice, through document intelligence, personal productivity tools, and workflow automation, to a candid discussion of governance, data privacy, and regulatory considerations. The program mirrors the AI Capability Progression framework, advancing participants from Chatbot through Copilot, Custom Skills, Automation, and Agents, with every concept grounded in banking-relevant examples. Participants leave with a clear picture of where they stand on the AI adoption curve, a working set of prompts and frameworks they can use the next business day, and a 30-day personal action plan they can implement immediately. No prior AI experience is required — only the willingness to engage with tools that are already changing the profession.

(Use the Onsite + Workshop 101 option to add this to your cart.)

Demystifying Digital Assets: A Practical Introduction
4:00 p.m. - 6:00 p.m.
Sunday, September 13

Digital assets continue to gain traction across the financial services industry, but the terminology, underlying concepts, and fast-moving regulatory landscape can be difficult to navigate. Designed as a practical introduction for banking professionals, this workshop covers foundational topics such as cryptocurrencies, stablecoins, blockchain technology, and tokenization/RWAs (real world assets) in straightforward, accessible terms. Participants will explore how these technologies work, review common terminology, and discuss why digital assets are attracting attention from consumers, businesses, and financial institutions. The session also examines recent regulatory and legislative developments shaping the space and what they mean for banks. Attendees will leave with a broad understanding of the digital asset ecosystem, the evolving rules that govern it, and its relevance to the banking industry.

(Use the Onsite + Workshop 102 option to add this to your cart.)

Banks & Savings Conference 8-Pack

Use the select 8 option to focus on specific topics that match your needs. This option allows you to choose any 8 sessions from the main conference agenda. It’s also a great way to get access to the key information if you’re pressed for time. We’ll email access, agenda creation, and material download instructions a few days prior to the conference start. Don’t worry you can adjust your agenda at any time.

Co-located with AICPA & CIMA Conference on Credit Unions

Your registration to the Banks & Savings Institutions Conference also gives you access to the Credit Unions Conference content. Expand your learning opportunities and your networking options all with one registration.

Exhibit & Sponsor Opportunities

You’ll have exposure to the buying audience – top-level CPA firm partners, senior managers, in addition to CFOs, controllers, and directors in banks and savings institutions. Contact us at SPEXevents@hq.cpa.com.

Group registration

For groups of 2-4 attendees

For groups of 5 or more, contact our Group Conference Support Team or call us at 1.800.634.6780 (option 2).