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.

29th Annual Tax Withholding and Information Reporting Forum(Combinable with Information Return Reporting Bootcamp OR Cost Basis Calculation)

November 13-14, 2014 — New York, NY

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

Building Blocks of Derivatives — November 10, 2014
Main Program — November 11-12, 2014
— Chicago, IL

Advanced Income Tax Accounting(Combinable with Income Tax Accounting)

December 12, 2014 — Arlington, VA

December 19, 2014 — Chicago, IL

Cost Basis Calculation Challenges for Debt(Combinable with 29th Annual Tax Withholding)

November 12, 2014 — New York, NY

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

December 11, 2014 — Arlington, VA

December 18, 2014 — Chicago, IL

Information Return Reporting and Withholding Bootcamp(Combinable with 29th Annual Tax Withholding and Information Reporting)

November 12, 2014 — New York, NY

Taxation of Financial Institutions

November 17-18, 2014 — New York, NY

December 4-5, 2014 — Las Vegas, NV

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

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Upcoming Programs

Mastering Audit Management

October 22, 2014 — Chicago, IL

Learn to effectively manage and improve your external audit process

Revenue Recognition

November 6, 2014 — Orlando, FL

The FASB has finalized new standards that fundamentally change the way reporting entities in nearly every industry account for revenue under U.S. GAAP!

29th Annual Tax Withholding and Information Reporting Forum

November 13-14, 2014 — New York, NY

Don’t miss the premier industry conference on domestic and international U.S. tax withholding and reporting rules and learn the latest on the FATCA final regulations, related guidance and “IGAs”.