2017 BTI - Bank & Capital Markets Tax Institute
 

KEY SOLUTIONS TO TODAY’S MOST PRESSING ISSUES

The Must Attend Event For All Forward-Thinking Tax Professionals

Now in its 52nd year, Bank & Capital Markets Tax Institute (BTI) 2017 will continue to provide leading tax professionals from financial institutions with unmatched tools and resources to ensure you remain current on the ever-changing issues facing the industry. Essential updates will be provided on key industry topics such as General Banking, Community Banking, IRS Developments, M&A, FSI-Tax Developments, Compensation & Fringe Benefits, and much more. New sessions this year include Planning for Efficiency and Effectiveness in the Stress Testing Process and Captive Insurance Update. 

Our expert advisory board has assembled a dynamic and interactive agenda making BTI 2017 the
only choice for tax professionals. This year's agenda includes the return of 3 popular pre-conference sessions: Community Bank Tax Workshop, Bank Tax Tutorial and Capital Markets Workshop.

New! Confirmed Keynotes Include:

Pam Olson
Washington National Tax Services Leader & U.S. Deputy Tax Leader
PwC

James Chessen
Executive Vice President and Chief Economist
American Bankers Association

Thomas K. Brown
Founder & CEO
Second Curve Capital LLC

2017 Conference Highlights Include:

  • Implications of Federal Tax Credits and Tax Reform
  • IRS Developments/Practices and Procedures
  • Community Banking and S-Bank Updates
  • Capital/Markets/Financial Services Industry Recent Tax Developments
  • Updates in State and Local Taxation of Banks and Financial Institutions
  • Tax and Regulatory Reporting/Bank Regulations Implications

WHO SHOULD ATTEND?

Job Functions

  • Accountant
  • Attorney (Tax)
  • Business Development
  • Comptroller
  • Consultant
  • Chief Financial Officer (CFO)
  • Internal Auditor
  • Partner/Senior Manager
  • Tax Advisor
  • Tax Officer/Specialist
  • Tax Research/Manager
  • Treasurer
  • Other Corporate Finance Management
  • Administrator (Government)

Organizations

  • Commercial Bank
  • CPA Firm
  • Government
  • Investment Bank
  • Law Firm
  • Online Bank
  • Retail bank
  • Savings and Loans
  • Technology/Software Industry Provider
  • Consultant: Business/Finance
  • Consultant: Other
  • Academia/Non-Profit

MAXIMIZE YOUR EXPERIENCE

REGISTER EARLY
Early registration saves you money and provides you with time to develop your objectives for your conference experience. PLUS, you are assured a room at the discounted conference rate and airfare is usually much cheaper when you book a few weeks out.

EARN CPE CREDITS
Get your credits in before year’s end. We have applied for CPE in Taxes accreditation.

PREPARE
Bring a list of the top 5 critical elements that are impeding your progress in your tax department at your banking institution.

ENGAGE IN PEER EXCHANGE
This year’s conference offers several valuable networking opportunities so that you not only meet the top experts in the industry but you can engage in peer idea exchange.

TELL US WHAT YOU WANT TO HEAR
The conference is designed to provide attendees critical and current updates on financial and tax regulations in the banking sector. If you have ideas and we are not addressing them, submit them now to our conference program manager.

DIAMOND SPONSOR




PLATINUM SPONSOR


                     

GOLD SPONSOR

           


SILVER SPONSORS

           

MEDIA PARTNERS