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While annual budgeting is time-consuming and seems to come earlier every year, budgeting and planning aren’t a once-and-done endeavor. You need to be nimble to deal with a rapidly changing landscape, and part of that preparation is learning what works for other credit unions. Join finance experts from Syntellis Performance Solutions, CommunityAmerica Credit Union, and Valley Strong Credit Union for their perspectives on how to maximize the effectiveness, efficiency, and value of the budgeting, planning, and forecasting processes at your credit union. Our panelists will share their experiences, best practices, and lessons learned around key planning topics, with plenty of time for interactive discussion with the audience.
3 tangible benefits to attendees:
Validate your current processes against your peers
Look for ways to improve your budgeting and planning cycle―before you’re in the thick of it
Take practical strategies back to your credit union to streamline and enhance your processes
Learning Objectives:
Processes and best practices on budget and variance reporting
Tips for creating a smooth process to handle non-interest expense planning, including operating expenses, capital expenditure requests, and salary planning
Challenges, value, and best practices related to balance sheet and margin planning
Speaker(s):
Amy
Doll,
CPA,
Senior Vice President - Accounting & Finance Services,
CommunityAmerica Credit Union
Lindsay
Reyes,
Director Accounting & Finance,
Valley Strong Credit Union