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Below are some publications and presentations by AACMI Board members that might be of interest:
Below are some publications and presentations by AACMI Board members that might be of interest:
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Business Relaunch and Navigating the Risks of the New WorkplaceTuesday, 9/22/2020
Title: Business Relaunch and Navigating the Risks of the New Workplace
Speakers: Stephanie Kaplan and Alix Udelson
Date: Tuesday, September 22, 2020 12:00 pm EST
Please plan to log-in 10 minutes before the live event to ensure that you are connected.
Step 1: To join online via Webex (use laptop/computer):
Event Password: BR2020
-------------------------------------------------------
Go to
https://blankrome.webex.com/blankrome/onstage/g.php?MTID=e6b92bcd74c7b567db064f206d54afc35
(Copy and paste to your browser if it does not allow you to click on the link)
Step 2: Select the audio connection of having WebEx call your phone (this is 1st option) or Call Using Computer (this is the 3rd option).
Dial-in: +1-415-655-0001
Access Code: 172 095 0199 #
When asked for an Attendee ID, enter #
Field of Study: Risk management
Program Level: Basic
Prerequisites if any: None
Credits: 1 credit
Learning Objective: To acquaint directors and senior management with the significant enterprise risks involved in a business relaunch
Speakers’ Bio:
https://www.blankrome.com/people/stephanie-gantman-kaplan
https://www.blankrome.com/people/alix-l-udelson -
COVID-19 Disclosure TrendsTuesday, August 18, 2020 ∙ 12:00 Noon to 1:00 p.m.
Speaker: Yelena Barychev, Esq., Blank Rome LLP
Please join the meeting via your computer 15 minutes before to ensure that you can login.
Step 1: To join the WebEx Event
Password: BR2020
Go to https://blankrome.webex.com/blankrome/onstage/g.php?MTID=e7a9ab4fc0737f6d0d6bf4bc2ba88862d
Step 2: Select the audio connection of having WebEx call your phone (this is the 1st option) or Call Using Computer to join the webinar (this is the 3rd option).
To join via teleconference only:
+1-415-655-0001
Access Code: 160 393 7074 #
When asked for an Attendee ID, press #
Field of Study: SEC Disclosure Rules
Program Level: Basic
Prerequisites if any: None
Credits: 1 credit
Learning Objective: To better understand the disclosures that SEC filers must make about the effect of COVID-19 on them. -
Insurance Issues in the Age of COVID 19Tuesday, July 14, 2020 • 12:00 Noon - 1:00 pm EST
Dial in: US Toll +1-415-655-0001 | Access Code: 160 087 2092#
When asked for an Attendee ID, press #
Please plan to log-in 10 minutes before the WebEx training to ensure that you are connected. When it is time to join, follow the steps below.
Step 1: To join the webinar
Go to https://blankrome.webex.com/blankrome/onstage/g.php?MTID=e496b26f7eb0ef96810fd00bcb979f694
Step 2: Select the audio connection of having WebEx call your phone (this is 1st option) or Call Using Computer to join the webinar (this is the 3rd option).
Fields of Study: Risk management
Program Level: Basic
Prerequisites if any: None
Credits: 1 credit
Learning Objectives: To permit boards and management to make more intelligent decisions in purchasing insurance policies. -
The Importance and Nuances of Privacy/Data Security InsuranceTuesday, April 7, 2020 • 12:00 - 1:00 pm EST
April 7, 2020 – 12:00 Noon – 1:00 p.m. Eastern Time (9:00 am – 10:00 am West Coast Time)
Speaker: Linda Kornfeld, Esq., Blank Rome LLP -
Recent SEC Statement on Role of Audit CommitteesTuesday, March 10, 2020 • 12:00 Noon - 1:00 pm EST
March 10, 2020 – 12:00 Noon – 1:00 p.m. (Eastern Time)
Speakers: Howard Brod Brownstein, CTP, President, The Brownstein Corp. and Amy Rojik, Partner, BDO USA, LLP -
What should Directors of Regulated Delaware Corporations Do to Protect Themselves from Liability under Marchand?TUESDAY, JANUARY 21, 2020 • 12:00 PM - 1:00 PM ET
AACMI Webinar/Teleconference
Speakers: Larry ("Buzz") R. Wood, Esq. and Frederick D. Lipman, Esq. , Blank Rome LLP -
2019 AACMI Annual MeetingFriday, October 11, 2019 – 9:00 a.m. to 12:30 p.m.
Keynote Speaker – Jennifer Arbittier Williams, First Assistant U.S. Attorney for the Eastern District of Pennsylvania
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New Guidance on Corporate Compliance Programs from US Department of Justice Criminal DivisionTUESDAY, JUNE 11, 2019 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speakers: Joseph G. Poluka, Esq., Blank Rome LLP -
Internal Audit Department Leading Practices Within High Performing OrganizationsTUESDAY, MAY 14, 2019 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speakers: Brian Kirkpatrick, Managing Director, BDO's Risk Advisory Services, and Janet Smith, BDO's Risk Advisory Services -
Blockchain Developments for Banks and Other Financial InstitutionsTHURSDAY, APRIL 18, 2019 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speakers: Michelle Ann Gitlitz, Esq., Blank Rome LLP -
Questions the Board Should be Asking About Lease Accounting?TUESDAY, MARCH 19, 2019 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speaker: Marc A. Maiona, Lease Accountant, LeaseCalcs -
Should Boards of Directors Periodically Require an Independent Counsel or Independent Accountant Report to Prevent Corporate Disasters?THURSDAY, FEBRUARY 21 2019 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speakers: Barry H. Genkin, Esq. and Frederick D. Lipman, Esq., Blank Rome LLP -
Board Governance During a Crisis: Financial, Reputational or OtherwiseTHURSDAY, JANUARY 24, 2019 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speaker: Howard Brownstein, President, Brownstein Corporation -
2018 AACMI Annual MeetingFRIDAY, OCTOBER 5, 2018 • 9:00 AM to 1:30 PM ET
Meeting and luncheon
Keynote Speaker: Wesley Bricker, Chief Accountant of the Securities and Exchange Commission -
What the Audit Committee Should Know About Data AnalyticsTUESDAY, JUNE 19, 2018 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speaker: Brian Miller, BDO -
Blockchain Primer for Board Members: What is the Potential Effect on Community Banks and the Whole Banking Industry?TUESDAY, MAY 24, 2018 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Moderator: Trish Oelrich, FHLB Office of Finance Board Director and AACMI board member
Panel: Grainne McNamara, PwC Principal, New Services and Emerging Technologies, and Horacio Barakat, Broadridge Financial Solutions, Inc., Vice President of Corporate Strategy -
What Questions Should the Audit Committee Ask About the Accounting Effect of the New Tax Law?THURSDAY, APRIL 5, 2018 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speaker: David Desroches, Chip Morgan and Amy Rojik of BDO -
Why Corporate Governance FailsTUESDAY, MARCH 6, 2018 • 12:00 PM - 12:50 PM ET
Teleconference and webinar
Speakers: Frederick D. Lipman, Esq., Barry H. Genkin, Esq., and Mark M. Lee, Esq. -
The New Auditor's Report and CAMsTUESDAY, FEBRUARY 6, 2018 • 12:00 PM - 12:50 PM ET
Teleconference and webinar
Speaker: Professor Emeritus Thomas I. Selling, PhD, CPA -
What are the Roles of the Board and Management when Confronted with a Company Crisis, including Cyber Security Risks?TUESDAY, JANUARY 16, 2018 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speakers: Matthew Hinton, Control Risks; Jennifer J. Daniels, Esq., Blank Rome LLP -
AACMI Annual MeetingFRIDAY, OCTOBER 13 2017 • 9:00 am - 1:30 pm
Meeting and luncheon
Guest Speaker: Commissioner Michael J. Piwowar of the Securities and Exchange Commission -
Auditing Your Cybersecurity RisksTUESDAY, SEPTEMBER 19 2017 • 12:00 - 12:50 PM ET
Teleconference and webinar
Speaker: Mike Stiglianese, BDO -
Does Your D&O Policy Provide Adequate Insurance for You?TUESDAY, JUNE 13, 2017 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speaker: Lisa M. Campisi, Esq., Blank Rome LLP -
What are the Responsibilities of the Audit Committee for Acquisitions?TUESDAY, MAY 9, 2017 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speakers: Ken Smith, Managing Partner - Dundee Associates Limited and Barry H. Genkin, Esq., Blank Rome LLP -
Individual or Personal Liability of Directors and OfficersTUESDAY, APRIL 11, 2017 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speakers: Frederick D. Lipman and Joseph G. Poluka -
What Questions Should the Audit Committee Ask About Cybersecurity?TUESDAY, MARCH 7, 2017 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speaker: Alissa Knight, Group Managing Partner, Brien & Thorn, Inc. -
What Questions Should the Audit Committee Ask Management About Its Readiness for the 2018 Revenue Recognition Changes?THURSDAY, FEBRUARY 23 2017 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speaker: Michael Stevenson, Partner, National Assurance, BDO USA, LLP -
Designing Executive Performance Goals Which Do Not Create Enterprise RiskTUESDAY, FEBRUARY 23 2016 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speaker: James Willis, Senior Director, BDO
Video -
What Questions Should the Audit Committee Ask the CFO About the Preparation for Lease Accounting Changes?THURSDAY, FEBRUARY 2, 2017 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speaker: Marc A. Maiona, Lease Accountant, LeaseCalcs -
The Problems of a Community Bank CEO in Today's AtmosphereTHURSDAY, JANUARY 19, 2017 • 12:00 PM - 1:00 PM ET
Teleconference and webinar
Speaker: Frederick ("Ted") Peters, Former CEO, Bryn Mawr Bank Corp. and Bryn Mawr Trust Company; Chairman and CEO of Bluestone Financial Institutions Group; director and audit committee chair of Paycom Software, Inc. (NYSE) -
AACMI Annual MeetingWEDNESDAY, OCTOBER 26, 2016 • 9:00 am - 1:00 pm ET
Meeting and luncheon
Speaker: Jay D. Hanson, Board Member of the Public Company Accounting Oversight Board
Video -
Ten Top Enterprise Risks for 2016TUESDAY, JUNE 7, 2016 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speakers: Jerry Goldberg and Ian Waxman of Navigate -
Do the Gaps in your Insurance Policies Create Significant Enterprise Risk (and, if so, how to fill them)?TUESDAY, MAY 17, 2016 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speaker: James R. Murray, Blank Rome LLP, Chair, Insurance Coverage Group -
Should Internal Whistleblowers Be Encouraged? A Test for Compliance PoliciesTUESDAY, APRIL 19, 2016 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speakers: Frederick D. Lipman, Esq., Partner, Blank Rome LLP; Joseph G. Poluka, Esq., Partner, Blank Rome LLP; and Frederick G. Sandstrom, Esq., Partner, Blank Rome LLP -
Best Practices of Bank Audit CommitteesTUESDAY, MARCH 22, 2016 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speaker: Barry M. Pelagatti, Partner, Assurance, BDO USA, LLP
Video -
Selecting the Outside AuditorTUESDAY, JANUARY 19 2016 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speaker: Howard Brownstein, President, The Brownstein Corporation
Video -
2015 AACMI Annual MeetingWEDNESDAY, OCTOBER 28 2015 • 9:45 AM to 1:30 PM ET
Meeting and luncheon
Keynote Speaker: James V. Schnurr, Chief Accountant of the U.S. Securities and Exchange Commission. -
Recent Accounting Developments Audit Committees Should KnowTHURSDAY, SEPTEMBER 10, 2015 • 12:00 PM to 1:00 PM
Teleconference and webinar
Speaker: Thomas I. Selling, PhD, CPA, Professor Emeritus of Accounting at Thunderbird School of International Management and co-founder and President of Grove Technologies LLC
Video -
How to Deal with Whistleblowers and Confidentiality AgreementsTUESDAY, MAY 5, 2015 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speakers: Joseph G. Poluka, Esq., Former Assistant U.S. Attorney in the Criminal Division of the United States Attorney's Office, Eastern District of Pennsylvania; Scott F. Cooper, Esq., Chair of the Labor and Employment Practice Group at Blank Rome LLP; and Frederick D. Lipman, Esq., Author of "Whistleblowers" (John Wiley & Sons, Inc. 2012), and AACMI President. All speakers are partners at Blank Rome LLP.
Video -
Implementing Cybersecurity Risk Protection Within An OrganizationTUESDAY, APRIL 14, 2015 • 12:00 PM to 1:00 PM
Teleconference and webinar
Guest Speakers: Jane K. Storero, Esq., Vice President, Corporate Governance and Secretary of Pepco Holdings, Inc., and Yelena M. Barychev, Esq., Partner at Blank Rome LLP
Video -
Practical Tips for Effectively Chairing a Bank Audit CommitteeTUESDAY, MARCH 10, 2015 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Video -
Cybersecurity and Risk ManagementTUESDAY, FEBRUARY 17 2015 • 12:00 PM to 1:00 PM
Teleconference and webinar
Video -
Insurance Is The First Defense Against Enterprise Risk, But Your Policy Coverage May Not Fully Protect The InsuredTUESDAY, JANUARY 20, 2015 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Video -
AACMI Annual MeetingWEDNESDAY, OCTOBER 29, 2014 • 9:00 am - 1:30 pm
Meeting and luncheon
Guest Speaker: Mark Kronforst, Chief Accountant, Division of Corporation Finance, Securities and Exchange Commission. -
New Revenue Recognition StandardTUESDAY, SEPTEMBER 16, 2014 • 12:00 PM to 1:00 PM
Teleconference and webinar
Speaker: Thomas I. Selling PhD, CPA, Professor Emeritus of Accounting at Thunderbird School of International Management in Phoenix, AZ.
Video -
Bank Director D&O Insurance UpdateTUESDAY, JUNE 10, 2014 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speakers: Dennis Gustafson, AH&T Northeast, Inc. and Frederick D. Lipman, Esq.
Video -
Outside Auditor Fees - How to Budget & EvaluateTUESDAY, MAY 20, 2014 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speaker: Howard Brod Brownstein, President, The Brownstein Corporation
Video -
Current Trends in Audit Committee PracticesTUESDAY, APRIL 8, 2014 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speaker: Susan E. Wolf, CEO, Global Governance LLC
Video -
What Questions Should the Audit Committee Ask About Data Security?TUESDAY, MARCH 18, 2014 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speakers: Steven L. Caponi, Esq. and Jennifer J. Daniels, Esq.
This webinar will focus on financial institutions as well as other types of businesses.
Video -
How Can the Audit Committee Evaluate the Effectiveness of an Ethics and Compliance Program?TUESDAY, FEBRUARY 4, 2014 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speaker: Andrea Bonime-Blanc, GEC Risk Advisory, LLC
Video -
How Should the Audit Committee Review the Form 10K to be Filed in 2014?TUESDAY, JANUARY 7, 2014 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speaker: Yelena M. Barychev, Esq., Partner at Blank Rome LLP.
Video -
AACMI Annual MeetingWEDNESDAY, OCTOBER 30, 2013 • TIME TBA
Meeting and luncheon
Speaker: Jane Cobb, Chief of Staff, The Center for Audit Quality ("CAQ") -
How Should the Audit Committee Evaluate Internal Audit Services?TUESDAY, SEPTEMBER 17, 2013 • 12:00 PM to 1:00 PM
Teleconference and webinar
Speakers: Alex G. Arons and Dan Kennedy of Experis Finance
Video -
What Should the Audit Committee Know About PCAOB Auditing Standard AS 16 Entitled 'Communications with Audit Committees'THURSDAY, APRIL 11, 2013 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speakers: Richard G. Browne of Deloitte & Touche LLP and Jennifer M. Burns of Deloitte LLP
Video -
Top Ten Risks for 2013TUESDAY, MARCH 12, 2013 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speaker: Jerry Goldberg of Navigate Corp.
Video -
What Audit Committees Should Know About the New Compensation Committee RulesTHURSDAY, FEBRUARY 21, 2013 • 12:00 to 1:00 PM ET
Teleconference and webinar
Speakers: Melissa P. Murawsky, Esq. and Yelena M. Barychev, Esq. of Blank Rome LLP
Video -
Enterprise Risk Management RevisitedTUESDAY, FEBRUARY 12, 2013 • 12:00 PM to 1:00 PM E
Teleconference and webinar
Speakers: Angela Hoon and John Depman from KPMG
Video -
What Should Community Bank Audit Committees and Management Know About Stress Testing?TUESDAY, JANUARY 8, 2013 • 12:00 PM to 1:00 PM ET
Teleconference and webinar
Speaker: Peter Cherpack, Senior Vice President and Director, Ardmore Banking Advisors -
Annual MeetingTHURSDAY, NOVEMBER 1 • 9 AM to 2 PM ET
Luncheon Speaker: James Doty, Chair of the PCAOB