Office of Thrift Supervision
OTS Western Region Financial Management Seminar
 |
MEMORANDUM FOR: | Chief Executive Officer & Chief Financial Officer |
| FROM: | C. K. Lee, Regional Director | |
| DATE: | April 20, 2009 |
For many years, both the Midwest and West Regions hosted Financial Management Seminars for external auditors and financial managers of thrifts in their regions. In March, the OTS realigned the regional structure, creating the Western Region, and expanded our geographic area greatly. This year, we will have similar meetings in our new region. At this time, we have scheduled four meetings during June in that part of our region that was once the Midwest. Additional meetings are being planned and will be conducted at locations further west later in the year. Information about those meetings will be distributed later. In the meantime, we hope that you all will consider attending one of the already scheduled meetings, as your schedule permits.
The seminars are designed to benefit external auditors, CEOs, CFOs, investment managers, controllers, or others with responsibility for accounting and financial reporting and/or interest rate risk analysis. I encourage all such individuals to attend. Evaluations of previous seminars have shown they are an excellent format for discussing current and pertinent issues.
The seminars will start at 8:00 a.m. and conclude at 3:30 p.m. A continental breakfast will be available at 7:30 a.m. The registration fee of $160.00 includes the continental breakfast and lunch. We will provide a certificate of attendance for CPE purposes for CPAs. Casual business attire is appropriate.
Senior management representatives from the Western Region will attend. In addition, Frank Haugh, Regional Accountant, regional compliance, and safety and soundness staff will make presentations and answer your questions.
I have enclosed information about the seminars, including meeting locations and fee information. I have also enclosed a reservation form for your convenience. Cancellations or transfers of registrations (to another location) within one week of a seminar will result in a $80.00 forfeiture (for cancellation) or a $80.00 additional fee (for transfers of a registration). Space might be limited. I encourage you to make your reservation as soon as possible.
I hope you will take advantage of this opportunity to meet with us in an informal environment. We look forward to seeing you and others from your institution at one of the meetings. If you have any questions, please call Frank Haugh at 972-277-9593, or e-mail him at frank.haugh@ots.treas.gov. In his absence, you may call Susan Crosley at 206-829-2609 (email susan.crosley@ots.treas.gov) regarding the meetings, or Isla Powell at 972-277-9549 regarding reservations.