Accounting and Finance Roundtable
04/12/2018
10:00AM - 2:00PM

Iowa Credit Union League
7745 Office Plaza Drive North, Suite 170
West Des Moines, IA 50266

The Accounting and Finance Roundtable is a dues-supported, informal network of credit union employees who have accounting responsibilities within their credit union.  The Accounting and Finance Roundtable meets twice a year from 10:00 a.m. - 2:00 p.m. Lunch will be provided.

10:00 a.m. - Welcome & Introductions

10:15 a.m. - Peterson & Associates, Steven Petersen: Key Audit Area Overview & CECL Updates

11:30 a.m. - Lunch

12:15 p.m. - PolicyWorks, Jason Harpenau: Compliance Update

12:35 p.m. - Wilary Winn, Matt Erickson: ALM and Rising Interest Rate Environment

1:35 p.m. - Group Discussion/Questions

1:45 p.m. - Wrap-up

Please contact us with questions. 

Our family of companies and partners:

Iowa Credit Union League
7745 Office Plaza Dr. North, Suite 170
West Des Moines, IA 50266
800.860.6180
IowaCreditUnions.com
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