Receive guidance on how to successfully navigate your credit union’s month-end process. Learn about the accounting cycle; what should be done the day of and the day after month-end; how to properly adjust financial statements to prepare accurate and reliable post-closed financial statements; balance sheet accounts that impact the income and expense statement; accounting for the month-end close; tips, best practices, and suggestions on automating the month-end process; and what to do with the information once it has been finalized.
Credit union staff, directors, and volunteers of Cornerstone affiliated credit unions with assets $100M and under.
Tuesday, Sept. 13, 2022
10 - 11 a.m. CT
Pamela Blevins, financial auditor II with Cornerstone Resources, provides credit unions with business consulting services which include interim CEO/CFO, financial and operational training, lending reviews, back-office accounting assistance, bank reconciliations, call report preparation, bond claim assistance reviews, DOR assistance, specialty reviews, and training/speaking engagements for conferences, workshops, and chapters. Blevins’ professional background includes more than 16 years of financial industry experience, including financial audits for asset sizes from $1 million to $500 million, and CEO/CFO of a credit union with total assets of $10 million. Blevins received an associate degree in accounting from University of Phoenix in 2009. She has served as a board member for an $85 million credit union since 2018.
The Small CU Workshop is FREE to Cornerstone League member credit unions under $100M in assets.