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 a.m. - 2 p.m. Lunch will be provided courtesy of ICUL.
10:00 am – Welcome & Introductions | Mike Powers, Affiliates Management Company
10:15 am – Pre-funded Employee Benefit and Charitable Donation Accounts | Paul Kronlage, First Community Trust
11:00 am – ICUF Update and How to Maximize Your Charitable Giving Efforts | Jaimie Miller, Iowa Credit Union Foundation
11:30 am – Assessing Financial Impacts of Contracts | Barker, Hodgson & Miller, PC
12:00 pm – Lunch
12:30 pm – Product Management Principles and the Symbiotic Relationship with Finance | Audrey Bartlett, Affiliates Management Company
1:00 pm – Regulatory Hot Topics, BSA and ACH Common Audit Findings | PolicyWorks LLC
1:45 pm – Roundtable Discussion | Mike Powers, Affiliates Management Company
If you would like to submit a discussion item for the roundtable conversation, please do so in the "topic suggestion" box when registering.
2:00 pm – Adjourn
This educational event is for employees of member credit unions only. If you are a vendor or an organization, please contact us for sponsorship opportunities.