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Seminar
The financial institutions industry continues to navigate a period of unprecedented change, requiring leaders to balance growth, innovation, risk management, and evolving expectations. As the pace of transformation accelerates, opportunities to connect with peers and exchange ideas has never been more valuable.
The 2026 Financial Institution Summit brings together industry professionals across Texas and the surrounding region to provide a networking environment filled with actionable insights into the trends, risks, and opportunities shaping the future of the industry.
Sessions will explore issues that are top of mind for institutions, including:
Join Baker Tilly and fellow industry professionals for an engaging afternoon of collaboration and conversation focused on helping financial institutions navigate complexity, capitalize on opportunity, and position their organizations for the future. After the event, please join us at the The Cowboys Club for happy hour, a private social club that is a short walk down the street from the Baker Tilly office.
This summit offers an engaging environment where peers facing similar challenges can connect and gain fresh perspectives on the issues shaping the industry.
Through engaging discussions, practical insights, and meaningful networking, attendees will leave with new ideas, stronger industry connections, and actionable takeaways to help guide their institutions forward.
This event is designed for executive leaders and decision makers at financial institutions, including CEOs, CFOs, CROs, CAEs, CCOs, CIOs, CTOs, CISOs, audit committee members, controllers, and heads of finance, accounting, audit, risk, compliance, technology, digital, tax and internal audit.
Session topics are subject to change.
Time (CDT) | Event |
12:45–1 p.m. | Registration and check-in |
1–2 p.m. | Bank M&A: Know When to Hold ’Em, Know When to Fold ’Em |
2–3 p.m. | The State of Banking—Regulatory, Tax and Transactional Considerations |
3–3:15 p.m. | Networking break |
3:15–4:15 p.m. | From AI Curiosity to AI Impact: A Data-Driven Path |
4:15–5:15 p.m. | 2026 Accounting, Auditing, and Tax Update |
5:30–6:30 p.m. | Happy Hour at The Cowboys Club |
Early Bird Registration: $79 (through July 31, 2026)
Registration Fee: $99 (beginning Aug. 1, 2026)
Baker Tilly Frisco Office
17 Cowboys Way
Suite 800
Frisco, Texas
There are no prerequisites for this event, and advance preparation is not required.
A certificate of completion will be emailed to you four to six weeks after the event.
Level: Basic
CPE credit: 4 credits
Field of study: Specialized knowledge (4)
For more information regarding administrative policies such as complaint and refund policies, please email [email protected].
Baker Tilly Advisory Group, LP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
Tanya is lead bank and capital markets tax principal at Baker Tilly. She is a widely experienced tax professional in public and private corporate taxation and accounting. Tanya specializes in ASC740, SEC tax reporting and regulatory reporting for financial services, including banking institutions, nontraditional lenders, mortgage originators, loan servicers, broker-dealers and insurance companies.
Charlie has a combined 20 years of private and public accounting experience. He specializes in providing auditing, compliance, and consulting services to both public and privately held companies in the financial services industry, including community banks, leasing companies, mortgage banks, and other financial institutions. Charlie’s experience includes mergers and acquisitions, initial public offerings, compliance with HUD, and FDICIA. He routinely consults with his clients on complex accounting matters, regulatory compliance, and enterprise risk management.
Charlie is a frequent author and speaker for the firm’s financial services industry conference as well as state and national trade associations, including Western Independent Bankers and the Equipment Leasing and Finance Association.
Nikki is a principal within the financial services practice and has been with Baker Tilly since 2008. Nikki specializes in the financial services industry with an emphasis on banking and capital markets. She serves clients including community financial institutions (public and private), collection agencies, specialty finance companies and FinTech companies.
Managing Director
Commerce Street Capital, LLC
John Gosser is a Managing Director at Commerce Street Capital, LLC. He brings his more than 30 years of community banking experience to bear in assisting clients to capitalize on their strategic growth objectives. John will focus on developing Commerce Street’s financial services that partner with business strategies of community banks in the South and Midwest.
Prior to joining Commerce Street, John served as Director for the Fort Worth office of Griffin Financial Services—an investment banking firm. Throughout his career, he has maintained a strong connection to hundreds of community banks and has advanced into senior responsibilities at various firms where he advised bank presidents, CFOs, ALCOs and bank boards on fixed income securities, interest rate risk, hedging, mergers & acquisitions, as well as strategies to generate income and reduce risk.
Partner
Hunton Andrews Kurth
Beth’s practice focuses on corporate transactions and securities and regulatory representation of commercial banks, holding companies, credit unions and other financial institutions, including mergers and acquisitions, joint ventures, and corporate finance transactions. Beth advises clients on structuring and raising capital through public and private debt and equity offerings, including eight IPOs. She also advises publicly traded clients on securities law compliance and reporting obligations. Beth further advises clients on corporate governance and shareholder matters, including share repurchases and tender offers, as well as succession planning.
Mark your calendar and join financial institution leaders from across the region for meaningful connections and professional perspectives to help guide your institution forward. Registration is now open.