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AICPA Conference on Credit Unions 2020

CU20201 - Sponsor Solution Session: Planning Unleashed: Peer Perspectives for Improving Your Budgeting, Planning, and Forecasting (Sponsored by Syntellis Performance Solutions)

Oct 20, 2020 10:00am ‐ Oct 20, 2020 10:50am

Standard: $49.00


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


  • Amy Doll, CPA, Senior Vice President - Accounting & Finance Services, CommunityAmerica Credit Union
  • Lindsay Reyes, Director Accounting & Finance, Valley Strong Credit Union
  • Heather Hinchley, Sr. Solutions Engineer, Syntellis Performance Solutions
Category: Early Riser (Onsite and Online)

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