Tax and A&A Update

Wednesday, December 8, 2021

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8:00 AM CT

10:00 AM CT

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Sponsored by Wipfli, LLP

Program Description

Join the FMS Wisconsin Chapter for an Annual Accounting & Tax Update. This presentation will bring you up to date on the latest accounting and tax updates impacting your financial institution.

Agenda

    8:00 AM CT - Registration & Networking
    8:30 AM CT - Jessica Mac Naughton - Tax Update
    9:00 AM CT - Lydia Kopras - A&A Update
    9:30 AM CT - Networking & Departure

Location

Wipfli, LLP

10000 W Innovation Drive, Suite 250

Milwaukee

WI

53226

Presenter(s)

Jessica Mac Naughton

Partner, Wipfli, LLP

Jessica Mac Naughton, CPA, is the Madison market leader and tax partner. Jessica brings over 18 years of experience. Jessica provides a spectrum of tax-related services to financial institutions and other closely held businesses as well as individuals.

Lydia Kopras

Audit Manager, Wipfli, LLP

Lydia Kopras, CPA, is a manager leading financial statement audit engagements, directors' exams and supervisory exams for financial institution clients. In addition, Lydia assists clients by providing risk-based internal auditing services including evaluation of internal controls and adherence to internal policies and regulatory requirements.

Credit Hours

Earn up to 1 Hour of CPE.

  • Level:

Intermediate

None

Accounting - Technical

Group Live

60 Minutes

  • Length:

  • Instructional Method:

  • Field of Study:

  • Advance Preparation:

None

  • Prerequisites:

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For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

Cost

Members: $25
Non-Members: $45