The New York Credit Union Association’s Basic Accounting Workshops were created specifically for credit union personnel who are not accountants. These practical sessions explain financial reporting in easy-to-understand terms. At the same time, commonly used language and principles will be explained so that participants can understand the terminology that is part of credit union accounting and financial reporting.
These workshops will help attendees develop a fundamental understanding of accounting techniques, methods and standards.
Federal Home Loan Bank of New York
101 Park Avenue, 7th Floor
New York, NY 10178-0601
*There will be a security check when you enter the building. Please be prepared to present your ID.
$199 Member Credit Unions
$299 Non-Affiliated Credit Unions
Registration Deadline: August 9, 2019
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 $40 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.