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XV Financial Institutions Annual Forum
(FN-FIAF) (1718-595)

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Presented by:

Financial Institutions Committee

Get on the edge...

Don't miss the opportunity of listening to representatives of 2 Big entities: the FED and FDIC!

Regulatory entities will share the regulatory perspectives on current challenges affecting the industry in Puerto Rico. A look on innovations and tools, which provide a more secure environment, better financial services, smart processes and faster data analysis.

Topic to be discussed:

  • Fintech: New technology and innovations to improve financial services.
  • Artificial Intelligence: Simplifying the complexity… beyond the data. Are you up to speed? A must for every organization to consider in data analysis, process automation, and decision making strategies.
  • FDIC Regulatory Updates: Areas of focus and current challenges.
  • Federal Reserve Bank (FED): Lessons learned from Harvey, Sandy, and Katrina in core areas such as Credit, Operations, Liquidity and Deposits… What can we learn from other jurisdictions? A regulatory perspective.
  • New Labor Reform: Its opportunities and challenges for the Financial Services Industry.

Moderator: José H. Santiago Ortolaza, CPA, President, Financial Institutions Committee


Instructional Delivery Method: Group Live.

CPE Credits: 8.00

P. R. Field of Study: General

Pre-requisite: Basic knowledge on the structure and operation of financial institutions and their environment.

Advance Preparation: None

Level: Update

Date: May 18, 2018

Registration: 7:30am - 8:45am

Forum: 8:45am - 5:15pm

Place: InterContinental San Juan Resort & Casino

   CPA & Foundation Members $155
   Others $179

Additional Charges:
   Applications received after May 11, $10pp

To register:

Through “Calendario” at the CCPA-go mobile app.