Accounting and Finance Roundtable
11/7/2019
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.

Our family of companies and strategic 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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