About the Expert Panel
The Depository and Lending Institutions Expert Panel serves the needs of AICPA members on financial and business reporting and audit and attest matters. The expert panel protects the public interest by bringing together knowledgeable parties in the depository and lending institutions industry to deliberate and come to agreement on key depository and lending institution issues.
Expert Panel Projects
- AICPA Insights Blog Is Your Nonpublic Bank (or Credit Union) Considered a Public Entity?
Past Meeting Highlights
- Jason T. Brodmerkel, Staff Liaison
Expert Panel Recommended Guidance
- AICPA Audit and Accounting Guide Depository and Lending Institutions: Banks and Savings Institutions, Credit Unions, Finance Companies, and Mortgage Companies
CPE and Conferences
Members of the Expert Panel
Linda Bergen, Chair, Citigroup Inc.
Anker Christensen, River City Bank
Chip Currie, PriceWaterhouseCoopers LLP
Bret Dooley, JPMorgan Chase & Co.
Graham Dyer, Grant Thornton
Sydney Garmong , Crowe Horwath LLP
Larry Gee, Banc of California
Dom Giuffrida, Ernst & Young LLP
Susan Hannigan, Jeanne D'Arc Credit Union
Mike Hall, KPMG LLP
Jon Howard, Deloitte & Touche LLP
Mike Lundberg, RSM US LLP
Mario Mastrantoni, Wells Fargo & Company
Raj Mehra, Freedom Bank
Ryan Richards, SunTrust Banks, Inc.
Robert Shuster, Independent Bank Corporation
Chris Vallez, Nearman, Maynard, Vallez, CPAs, P.A.