Accounting and Finance Roundtable
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.