Are you in a member-facing role at your credit union? Do you ever wonder how the transactions you help members with translate into your credit union’s overall financial results? Are you in a supervisory role at your credit union and wish that your personnel had a better understanding of the credit union’s financial condition and results?
The New York Credit Union Association’s Basic Accounting Workshop is a one-day session created specifically for front-line credit union personnel who are not accountants. This session is designed to help staff understand credit union reporting and how the work they do serving members relates to the credit union’s overall finances and financial reporting. The discussion will take a practical approach to explain financial reporting without getting into technical accounting jargon. At the same time, commonly used terms will be explained so that participants will be able to understand basic terminology that is part of credit union accounting and financial reporting.
East Side Business Center
1201 E Fayette St
Syracuse, NY 13210
$129 Member Credit Unions
$229 Non-Affiliate Credit Unions
The course is presented by Jeff Paille and Grace Gonzalez, two experienced professionals from The Bonadio Group, one of the largest CPA Firms in the United States.
Jeffrey Paille, CPA, Audit Partner (firstname.lastname@example.org)
Jeffrey Paille is a partner in Bonadio’s Financial Institutions Team and the Partner in Charge of Bonadio’s Credit Union Practice Team. His background includes conducting financial statement audits of credit unions. Paille has also consulted with credit unions on various matters, including executive compensation arrangements, strategic planning, board election procedures, merger due diligence and accounting, allowance for loan losses considerations, the adoption of new accounting standards, and other matters. He has provided training to NCUA examiners, as well as credit union personnel and volunteers.
Grace Gonzalez, CPA, Audit Principal (email@example.com)
Grace Gonzalez is a principal in Bonadio’s Credit Union Practice Team. She joined Bonadio after receiving her bachelor’s in accounting from the State University of New York, College at Brockport. Since joining Bonadio, Gonzalez has served on audit teams for numerous credit unions. She has significant experience addressing audit implications related to loan portfolios and lending programs, investing and borrowing activities, performing compliance audits for specialized lending programs, as well as understanding and evaluating internal controls. As an audit principal, Gonzalez’s responsibilities include overseeing Bonadio’s services to credit unions and ensuring that the service plan is executed in a timely, effective manner.
A refund of the amount paid, less an $25 administrative fee per registrant, will be given for all cancellations submitted via email to firstname.lastname@example.org ten or more business days prior to the start of the session. No refunds will be granted if the cancellation is received after that time frame. Substitutes will be accepted any time prior to the start of the program at no additional cost. Simply email an updated registration form, listing the new participant and who they will be replacing.