Accounting & Finance Council Webinar

Only members of the Accounting & Finance Council are eligible to register for these webinars. Council membership is free for employees and volunteers of credit unions that belong to Cornerstone League.

Strategic Planning for Accounting and Finance Professionals

This session bridges the gap between strategic planning as a conceptual exercise and strategic planning as an operational discipline. Designed specifically for accounting and finance professionals, the content demonstrates how institutional strategy decomposes into nested department strategies - funding, ALM, technology, talent - and how those connect to quarterly execution rhythms. Attendees will understand how to translate board-level strategic goals into measurable departmental objectives and how to use their financial acumen to hold the organization accountable to its plan.

Date & Time

August 13, 2026

11:30 a.m. - 1:00 p.m. CT

Presenter: Ancin Cooley, CIA, CISA

Ancin Cooley, CIA CISA, has more than 20 years experience in the financial services industry. He is the Founder and Principal of Synergy Credit Union Consulting, Inc where he manages a growing portfolio of clients throughout the United States and the Caribbean.

Synergy helps credit unions grow and thrive by assisting them to manage risk, increase profits, and help members through a suite of services that includes director training, strategic planning, Enterprise Risk Management, Internal Audits, and Member Business Lending Audits.

Cooley honed his skills while working with the US Treasury Department where he conducted examinations for financial institutions with total assets ranging from $1 million to $11 billion. After leaving the Treasury Department, he worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examination reviews.

When not advising clients, training for triathlons, or spending time with his family, Cooley designs and conducts training for the credit union industry. He is a sought-after expert contributor to numerous financial publications including Forbes Magazine and America’s Credit Unions.

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Questions?

For questions about this webinar or about Cornerstone Councils, please contact Cristina Martinez, CU relations administrative assistant, at 800-442-5762, ext. 6403.