Financial Services has been added to your bookmarks.
Sparking innovative ideas
In August 2018, the Securities and Exchange Commission announced charges against several entities for misconduct involving faulty investment models and ordered those entities to refund a significant amount to misled retail investors. These actions highlighted the increasing risks that models pose to investment managers. Participants will hear what investment managers should consider as they develop policies and inventory their models.
Today’s commercial real estate executives expect quick access to actionable data that can support transactions at a large scale across geographies. Blockchain technology now makes such speed possible, potentially at lower cost than current technologies, but what other opportunities and challenges, including cybersecurity threats, might come with it? Participants will gain insights on use of blockchain in commercial real estate and related cyber threats to consider.
With the evolution of fintech firms, digital innovations, and automation technologies, coupled with competing financial priorities, the life insurance industry is shrinking. How can insurers better understand customers’ buying journey and their attitudes toward life insurance? Participants will gain insights from a recent consumer survey and explore ways to better understand and engage modern, digitally savvy consumers.
Implementing the Financial Accounting Standards Board's (FASB's) new Current Expected Credit Loss (CECL) model is expected to have broad implications across a bank's various organizational functions. As the effective date draws near, what are the latest technical updates discussed by the AICPA's Depository Institutions Expert Panel (DIEP) and FASB's Credit Losses Transition Resource Group (TRG)? Participants will learn about the latest CECL technical developments and possible adjustments to consider for their implementation plans.
The valuation of investments continues to be a focal point for fund managers, fund directors, and regulators alike. What procedures should be in place for proper oversight of the valuation process? Participants will hear about results of Deloitte's 16th Annual Fair Valuation Pricing Survey and learn how their valuation processes compare with other firms’.
As 2018 winds down, investment managers should prepare for accounting issues and the continuing impacts of tax reform. What are critical areas to be considered? Participants will learn about recent accounting and tax developments and their potential impacts in the new year.
As the Trump administration focuses on reducing regulation, state insurance regulators continue working to fulfill their consumer protection mandate and modernize their use of regulatory technology. Internationally, efforts to manage any systemic risk posed by insurers continue to evolve, even as interest rates remain low and the effects of tax law changes filter down. Participants will gain insights on what may unfold as regulators adjust their focus, and what carriers can do to anticipate and react effectively.