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Presented by Dean Rohne, CPA and Partner, CliftonLarsonAllen LLP; and Leon Eichten, CFO, US Federal Credit Union
The budgeting process can be an effective tool in managing the financial performance of a credit union. This session will provide best practices in the budgeting process and also discuss different methods in developing a budget and monitoring the budget as the year progresses. At the end of this session you should be able to:
Who should attend?
All credit union managers and supervisors who create or approve their department’s expense and revenue plans
Meet the Presenters:
Dean Rohne, CPA, is a partner at CliftonLarsonAllen, with 16 years of experienceproviding audit, internal audit, and consulting services to credit union and credit union related organizations. He has provided consulting services in the areas of business lending, bond claim preparation, product costing and profitability, and asset/liability management. He also has experience related to credit union 990 tax issues as well as unrelated business income tax issues. Dean previously worked as an internal auditor at IBM Mid America Employees Federal Credit Union.
Leon Eichten has served as US Federal’s CFO for the past 14 years. He currently provides leadership in Finance, Investment, Accounting, Facilities, and Collections for the credit union. His financial leadership at US Federal has resulted in 175% asset growth while maintaining a well-capitalized organization though a variety of economic environments. He prides himself on diligent balance sheet management to maintain earnings and reducing risk through investment portfolio management, product pricing, delivery, design, and marketing. Eichten has finance/accounting work experience in a variety of industries including airline, insurance, banking, and credit unions, plus experience trading in the capital and money markets.
|Program length||90 Minutes|
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