Recent Presentations

September 4, 2013

Federal Regulators

  • FFIEC, Capital Markets Conference, Arlington, VA – “Purchase and Risk Management of BOLI”
  • The OCC, Washington, DC – “Current Developments Affecting the Purchase & Risk Management of BOLI”
  • Insurance Institute for the Federal Reserve, Boston, MA – “Split-Dollar and BOLI”
  • Regional Office FDIC, Roanoke, VA – “Purchase and Risk Management of BOLI”

State Regulators

  • Arkansas State Bank Department Examiners Conference, Little Rock, AR – “Current Developments Affecting the Purchase & Risk Management of BOLI”
  • California Department of Financial Institutions, Sacramento, CA – “Purchase and Risk Management of BOLI”
  • Conference of State Bank Supervisors Bank Directors Seminar, Coeur d’Alene, ID – “The Purchase and Risk Management of BOLI”
  • Conference of State Bank Supervisors Annual Meeting and Conference, San Antonio, TX – “12 Common Misconceptions Bankers Have About the Purchase and Risk Management of BOLI”
  • Illinois Department of Financial and Professional Regulation, Springfield, IL – “Purchase and Risk Management of BOLI”
  • Indiana Department of Financial Institutions Staff Conference, Bloomington, IN – “Purchase and Risk Management of BOLI”
  • Maryland Chapter-Society of Financial Examiners (SOFE), Towson, MD – “Purchase and Risk Management of BOLI”
  • Massachusetts Division of Banking, Boston, MA – “Purchase and Risk Management of BOLI”
  • Mid West Bank Regulators Conference, Springfield, IL – “Executive Compensation and BOLI”
  • Missouri Division of Finance, Jefferson City, MO – “Purchase and Risk Management of BOLI”
  • Montana Division of Banking and Financial Institutions, Helena, MT – “Purchase and Risk Management of BOLI”
  • Nebraska Department of Banking and Finance Examiners Conference, Lincoln, NE – “Purchase and Risk Management of BOLI”
  • North Carolina Office of the Commissioner of Banks, Raleigh, NC – “Purchase and Risk Management of BOLI”
  • North Dakota/South Dakota Joint Examiners Conference, Fargo, ND – “Purchase and Risk Management of BOLI”
  • Office of State Bank Commissioner of Kansas, Topeka, KS – “Purchase and Risk Management of BOLI”
  • Virginia Bureau of Financial Institutions, Richmond, VA – “Purchase and Risk Management of BOLI”

Professional Associations

  • Tax Section, American Bar Association in Washington, DC – “The Effect of Section 409A on COLI & BOLI”
  • Tax Section, American Bar Association in Boston, MA – “Executive Compensation for Community Bankers”
  • Tax Section, American Bar Association in Orlando, FL –“Split-Dollar Wrap-Up”
  • The Finance & Accounting Forum-Financial Managers Society, Phoenix, AZ – “The Purchase & Risk Management of BOLI In Turbulent Economic Times”
  • Financial Managers Society, National Webinar“BOLI in a Low Rate Environment”
  • BDOSeidman, LLP – Financial Institutions Industry Webex“Financial Accounting for Banks with Benefits & BOLI”
  • Bank Financial Managers Forum in Bonita Springs, FL – “The Purchase & Risk Management of BOLI”

State Banking Associations

  • Massachusetts Bankers Association, The New England Conference, Rockport, ME –“Purchase and Risk Management of BOLI”
  • North Carolina Bankers Association in Pinehurst, NC –“Compensation Practices in the Community Bank Market”
  • VA Bankers Association, Glen Allen, VA – “The Purchase & Risk Management of BOLI In Turbulent Economic Times”
  • West Virginia Bankers Association, Charleston, WV –“The Purchase and Risk Management of BOLI in the Current Economic Climate”