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 was created specifically for 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.
9:00am - 10:30am - Session
10:30am - 10:45am - Break
10:45am - 12:00pm - Session Continues
- Live Conference - $199 per person
- On-Demand Conference (Available through October 28) - $179 per person
- Six or More Participants - 15% discount for each participant (please contact email@example.com to receive this rate)
Registration Deadline: April 26, 2021
**Login instructions will be sent one day prior to the conference.**
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. Jeff and Grace, along with the team from Bonadio, serve dozens of credit unions across New York State and beyond.
Jeffrey Paille, CPA, Audit Partner (firstname.lastname@example.org)
Jeff is a Partner in Bonadio’s Financial Institutions Team and the Partner in Charge of Bonadio’s Credit Union Practice Team. He originally joined Bonadio in 1992. His background includes conducting financial statement audits of credit unions, as well as providing services for clients under agreed-upon procedures arrangements, and audits evaluating the effectiveness of internal control systems and procedures over various aspects of business operations. Jeff 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, adoption of new accounting standards, and other matters. Jeff has provided training for NCUA examiners, credit union Boards and Supervisory Committees, and credit union branch personnel, and has been a presenter at credit union conferences on topics including accounting rules, regulatory risks, and cybersecurity.
Jeff’s experience includes serving as Accounting Manager at ESL Federal Credit Union from September 2001 through March 2006. In this capacity, Jeff was responsible for many aspects of the accounting for ESL. Jeff also gained an in-depth understanding of credit union operations and was involved in projects to enhance operating effectiveness and efficiency. Jeff rejoined Bonadio in April 2006 with a focus on serving credit union clients.
Grace Gonzalez, CPA, Audit Partner (email@example.com)
Grace is a Partner in Bonadio’s Credit Union Practice Team. She joined Bonadio after receiving her B.S. degree in Accounting from the State University of New York, College at Brockport. Since joining Bonadio her experience includes serving on audit teams for numerous credit unions. Grace has significant experience addressing audit implications related to loan portfolios and lending programs, investing and borrowing activities, including securities that are difficult to value and those with other-than-temporary impairment, performing compliance audits for specialized lending programs, as well as understanding and evaluating internal controls. Grace is a frequent speaker on accounting and tax matters at regional conferences and a trusted advisor to organizations ranging in asset size from a few millions to over five billion.
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 email@example.com, listing the new participant and who they will be replacing.