2025 Southwest Financial Services Summit

LinkedIn Share Button Twitter Share Button Other Share Button Other Share Button
Start time:
November 17, 2025 8:00 AM CT
Duration:
10 hours
Location:
Baker Tilly Frisco Office
Main Floor Conference Room
17 Cowboys Way Suite 100
Frisco, TX 75034 (Map)
Credits:
6.5
Contact:
Danielle Johns, Moss Adams, (303) 294-7772
Cost to attend:
Complimentary

Stay current on your industry by attending our 2025 Southwest Financial Services Summit. We’ll discuss the pressing issues and latest developments affecting CEOs, CFOs, directors, controllers, and internal auditors. 

As the industry continues to be disrupted by global and national economic events, tariffs, and new legislation, we’ll explore how financial services companies can stay competitive and effectively navigate change. Sessions will cover relevant topics, including:

  • Economic outlook
  • Implication of the One Big Beautiful Bill Act
  • Accounting and reporting changes
  • Hot topics in regulatory compliance
  • Fintech and other emerging trends
  • Cybersecurity and IT updates
Register

Registration Form

Please make sure Javascript is enabled and your browser is up-to-date.

Registration information for this event may be shared with the event's co-hosts, speakers, and sponsors.

CPE Information

Program Level:
Overview
Credits:
Accounting: 2
Information Technology: 1
Specialized Knowledge and Application: 2
Taxes: 1.5
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to identify new accounting and auditing updates; discuss important tax updates; and discuss regulatory and IT exam preparedness.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Danielle Johns at (303) 294-7772 or send her an email.

Baker Tilly Advisory Group, LP fka Moss Adams LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Related Topics

Article
2025 Financial Services Outlook
Here are emerging trends to watch in 2025, including artificial intelligence, mortgage interest rates, and fintech developments.
Article
Article
Manage Risk Using Artificial Intelligence
AI’s ability to analyze vast amounts of data in real-time can help identify potential risks and enhance risk management and fraud prevention in banking.
Article
Article
Some Fintech Segments Thriving
Find opportunities amid rising innovations in artificial intelligence, cryptocurrency, and other technology industry trends.
Article
View More

Applicable Industries

Asset Management Broker-Dealers Financial Services

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.