Date:  March 16th, 2022

Time: 4:00-5:00 PM

Location: Zoom Meeting

Speaker: Steve Scranton

Steve Scranton is the Chief Investment Officer and Economist for Washington Trust Bank and holds a Chartered Financial Analyst designation with over 30 years of investment and economic experience. Throughout the Northwest, Steve is a well-known speaker on economic conditions and the financial markets. He also actively participates on committees within the Bank to help design strategies and policies related to bank owned investments. As Washington Trust Bank’s Chief Investment Officer, Steve is responsible for management of the Portfolio Management Group and works closely with clients and relationship managers to design, implement and monitor investment and risk management strategies. As Washington Trust Bank’s Economist, Steve participates in public speaking engagements, as well as authoring many communications, to keep clients and the public informed of economic and investment market conditions.

Topic: Implications of Monetary Policy Regime Change

This session will discuss the change in monetary policy that is about to occur and the implications for the economy and financial markets. Topics that will be included in this discussion are: inflation, consumer spending, interest rates and Quantitative Tightening (QT). The goal of this presentation is to have an interactive discussion that helps participants be proactive in addressing changes that may occur this year.

Date:  November 19th, 2022

Location: Zoom Meeting

Speaker: Wayne Vinson

Wayne E Vinson has been a CPA for almost 30 years and owns a firm in Spokane, Washington. He provides tax preparation services for individuals, corporations, partnerships, and estates. Also, his firm provides financial statement services including audits, reviews, compilations, and preparations. He likes working with small businesses and not-for-profit organizations. He is a member of the AICPA, WSCPA, WAA, and NSA

Topic: Income Tax Update: What's New

Wayne will provide an update on important changes in the Federal Income taxes that apply to 2021 income tax returns and beyond.