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A webinar designed for the needs of banks with up to $25 billion in assets.
Recorded August 11, 2011
90 minutes
Agenda
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Who should attend |
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Overview
For banks, taxes are typically one of the largest income statement expenses and a material component of the balance sheet. And because tax needs and responsibilities can be extraordinarily complex and span broad categories – income, property, payroll, sales/use, and information reporting – addressing them requires knowledge of tax law, financial accounting, regulatory requirements, technology, and often, public-reporting rules.
Join our panel of accounting and finance experts as we explore the what you
need to consider in meeting your organization’s tax needs effectively and
efficiently..
Agenda
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The volume and complexity of tax work |
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Types of taxes |
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Reporting perspectives |
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The proper mix of internal and external staff and resources |
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Skills and knowledge internal personnel should have
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Internal control considerations, such as key controls, oversight, checks and balances
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Your risk profile and appetite for accurate planning and filing |
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Best practices in working with your auditor |
Learning Objectives
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Understand how to think strategically about tax administration at banks with
assets of $25 billion or less |
Panelists
Chuck Christmas – Senior Vice President, Chief Financial Officer and Treasurer, Mercantile Bank Corporation
Doug Gregurich – Senior Vice President, Tax and Real Estate, Old National Bancorp
Sheryl Vander Baan, CPA – Partner, Crowe Horwarth LLP
Shawn Ryan (moderator)
Director, Financial Institutions Programs, SNL Center for Financial Education
Who will benefit
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Bank tax directors and managers
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Chief Financial Officers and Chief Accounting Officers
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Controllers
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Chief Risk Officers
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Internal auditors and legal counsel
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