BerryDunn’s 15th Annual Banking Summit Delivered Critical Industry Updates
The EVOLVE summit, co-hosted by Stifel, focused on the future of finance, AI integration, and tax and regulatory changes.
BerryDunn, a full-service accounting, tax, and consulting firm, held its annual New England Banking Summit, EVOLVE, on May 28 and 29 at the Omni Mount Washington Resort and Spa in Bretton Woods, NH. The 15th annual summit, presented with longtime partner Stifel, a global wealth management and investment banking firm, brought together banking leaders for forward-looking insights on industry trends, policy changes, and performance strategies.
First launched in 2011 as a one-day workshop, the summit has grown into a premier multi-day regional conference and reflects BerryDunn’s continued commitment to supporting financial institutions through meaningful, real-world engagement. Designed to help banking leaders navigate rapid industry shifts, this year addressed pressing issues such as federal policy and regulatory changes, the evolving tax landscape, Artificial Intelligence (AI) integration, and the future of finance.
“EVOLVE offered banking leaders from across the Northeast an unmatched opportunity to learn from experts in the field,” said BerryDunn Principal Rob Smalley, CPA, leader of the firm’s Financial Services Practice Group. “Participants heard from and connected with BerryDunn’s banking industry specialists who have a deep understanding of today’s challenges and the strategies leaders need in order to adapt and grow their organizations.”
