About this Event
The 2025 Finance Forum North, is a premier one-day program developed through a valued partnership between the California Bankers Association and Crowe, specifically designed for financial leaders navigating today’s rapidly evolving banking landscape. Set against the scenic backdrop of Sonoma wine country, this highly focused forum delivers timely insights and actionable strategies for CFOs and senior finance executives in the banking industry.
Led by Crowe’s experienced professionals, the agenda explores sessions on key issues impacting financial institutions—from regulatory updates and accounting hot topics to tax strategies, AI governance, and liquidity solutions for loan portfolios. Each session is designed to equip attendees with tools and knowledge to address current challenges and guide strategic decision-making within their institutions.
Event Details
CBA Bank Member: $395
Bank Non-Member: $395
Tuesday August 12, 2025
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Hotel
Fairmont Sonoma Mission Inn & Spa
100 Boyes Boulevard
Sonoma, CA 95476
(707) 938-9000
Hotel accommodations can be made by clicking here to book your room through our hotel room block or by calling the Fairmont Sonoma Mission Inn & Spa at (866) 540-4499. Please mention the California Bankers Association (CBA) & Crowe Finance Forum North to receive the special group rate. The group rate is starting at $300/night, single or double occupancy, plus taxes and fees. Rooms are limited, please make your reservations as soon as possible. The hotel room block cut-off date expires Friday, July 11, 2025. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.
Agenda
Accounting and Financial Reporting Developments and Accounting Hot Topics
Natalia Hailen | Audit Partner | Crowe
Adam Orchard | Audit Senior Manager | Crowe
- This session will focus on the latest accounting and financial reporting developments of interest to financial institutions, covering recent developments from the Financial Accounting Standards Board (FASB), the Securities and Exchange Commission (SEC), the Public Company Accounting Oversight Board (PCAOB), the American Institute of Certified Public Accountants (AICPA), and the federal financial institutions regulators. In addition, presenters will demonstrate unique accounting topics and practical examples of new accounting standards.
Income Tax Developments and Planning Strategies
- This session will provide attendees with an overview of current federal income tax developments that impact the financial services industry and will be presented in terms that the non-tax-professional can understand. Topics to be discussed include an overview of the current tax legislative environment, recent Treasury pronouncements and tax planning strategies aimed at maximizing the benefit of the current tax landscape.
Corporate Governance, AI and Completeness and Accuracy
- As organizations development, delivery and adoption of AI increases, there is an increasing emphasis on the need for strong governance. This session will enhance participants' understanding of the frameworks, expectations and roles and responsibilities around managing risks of using AI models in your organization. This will help increase awareness and support the establishment of strong governance structures within attendee’s organizations.
An Investment Banking View of the Current M&A Landscape
- In this session, participants will delve into the realm of alternative funding and liquidity solutions tailored specifically for bank loan portfolios and origination platforms. Participants will gain insights into strategies (i.e., whole loan sales, forward flow arrangements, securitization, and credit risk transfer trades) aimed at diversifying funding sources and enhancing liquidity management.
Additional Details
- CFOs
- C-Suite Professionals in Audit & Tax
- Consulting CFOs
- Chief Accounting Officers
- Controllers
Registration fees less a $50 processing fee per registrant will be refunded if cancellation is received by Tuesday, July 22, 2025. No refund if cancellations are received after Tuesday, July 22, 2025. Substitutions welcome.