Banking/Financial Services

Accredited regulatory & compliance training delivered live by industry leading experts. Attend and explore the potential impact of FASB & SEC standards/pronouncements on the banking and financial services industries.

26th Annual Forum on International Tax Withholding and Information Reporting(Combinable with Information Return Reporting Bootcamp)

June 10-11, 2013 — New York, NY

Accounting for Derivatives and Hedging Activities(Preceded by Building Blocks of Derivatives)

Building Blocks of Derivatives — June 4, 2014
Main Program — June 5-6, 2014
— Las Vegas, NV

Building Blocks of Derivatives — June 17, 2014
Main Program — June 18-19, 2014
— Chicago, IL

Accounting for Global Operations(Combinable with FASB Update)

May 16, 2014 — New York, NY

June 20, 2014 — San Francisco, CA

Advanced Income Tax Accounting(Combinable with Income Tax Accounting)

June 20, 2014 — Las Vegas, NV

June 27, 2014 — Chicago, IL

July 11, 2014 — New York, NY

Application and Use of Customer Profitability Information(Combinable with Calculating and Reporting Customer Profitability)

April 15, 2014 — Chicago, IL

April 29, 2014 — San Francisco, CA

June 25, 2014 — New York, NY

Calculating and Reporting Customer Profitability(Combinable with Application and Use of Customer Profitability Information)

April 14, 2014 — Chicago, IL

April 28, 2014 — San Francisco, CA

June 24, 2014 — New York, NY

Income Tax Accounting (ASC 740)(Combinable with Advanced Income Tax Accounting)

June 19, 2014 — Las Vegas, NV

June 26, 2014 — Chicago, IL

July 10, 2014 — New York, NY

Information Return Reporting Bootcamp(Combinable with 26th Annual International Tax Withholding and Information Reporting)

June 9, 2014 — New York, NY

Implementing Rolling Forecasts(Combinable with Moving Beyond Budgets for Better Control and Planning)

April 17, 2014 — Chicago, IL

May 1, 2014 — San Francisco, CA

June 27, 2014 — New York, NY

Mastering Audit Management and Optimizing the Close Process(Choose one or both days)

April 28-29, 2014 — Las Vegas, NV

May 13-14, 2014 — Chicago, IL

May 28-29, 2014 — New York, NY

June 17-18, 2014 — Washington, DC

Moving Beyond Budgets for Better Control and Planning(Combinable with Implementing Rolling Forecasts)

April 16, 2014 — Chicago, IL

April 30, 2014 — San Francisco, CA

June 26, 2014 — New York, NY

Retail Payments Institute

May 5-6, 2014 — Arlington, VA

Taxation of Financial Institutions

June 9-10, 2014 — Chicago, IL

Taxation of Financial Products

May 15-16, 2014 — New York, NY

Earn CPE & CLE credits

Be sure to request credits when you register for your course!

All EEI live seminars and live webinars qualify for CPE credits without additional tests or reading

Learn More…
Learn about our 100% money back guarantee…

Upcoming Programs

EEI's Spring 2014 Course Catalog Available View or Download — Spring 2014

Live, timely, and practical training featuring the best financial subject matter experts!

Retail Payments Institute

May 5-6, 2014 — Arlington, VA

Learn how to stay compliant and succeed in today's changing retail payment industry.

SEC Professionals Update for Public Filers

June 10, 2014 — Chicago, IL

A full day of high level coverage on the latest topics and developments at the SEC, FASB and PCAOB.

26th Annual Forum on International Tax Withholding and Reporting

June 10-11, 2014 — New York, NY

Don’t miss the leading industry conference on the U.S. tax withholding and reporting rules and the still evolving FATCA regime