AGENDA | TUESDAY, JUNE 25
9:45 a.m. - 10:00 a.m.
Break
10:00 a.m. - 11:15 a.m.
Breakout Sessions
Financial Statements: Understanding the Numbers
When presented with your credit union’s financial statements, are
you able to break down the numbers and understand what the auditors
are saying? If not, this is the right session for you. Learn hands-on
how to read financial statements, understand important key line items,
and recognize how and why they change. Leave this session with the
confidence and knowledge you need to ask the right questions about
your credit union’s financial statements.
lll Speakers
Jack Tracy, CPA - Shareholder, Doeren Mayhew
Brandon Wilson, CPA - Audit Manager, Doeren Mayhew
Financial Statements: Converting Numbers into Big-Picture
Meaning
So you understand the basics of financial statements, but can you
convert the numbers into meaningful information for your credit union?
Designed as a next step for the volunteer with a basic understanding
of credit union financial statements, this advanced-track session will
explore the importance of key financial ratios and big-picture risks, such
as credit, interest rate, liquidity and concentration that can be unveiled
by using the right numbers.
lll Speakers
John Miller, CPA - Shareholder, Doeren Mayhew
Stephen LaBarbera, CPA - Audit Manager, Doeren Mayhew
11:15 a.m. - 11:30 a.m.
Break