eTrain: Accounting for Investments for Shapiro Credit Unions

Ready to register? Please select your credit union:
Discover how to keep accounting for investments simple.

Discover how to keep accounting for investments simple.

This session will cover:

  • Accounting Classification of Investment Securities including Rules for Reclassifying Investments
  • Recording Purchase of Investments
  • Accrued Interest at Purchase and Throughout Term
  • Premiums and Discounts
  • Non-Operating Gains and Losses
  • Mark-to-Market Value
  • Credit Union Investment Accounting Trends

Who should attend?

  • CEO
  • CFO
  • Accountants
  • Board of Directors
  • Supervisory Committee Members
  • Investment Officers

Meet the presenters:

Michael Richards has held the position of CEO of Richards & Associates, CPAs for over thirty-five years. He joined the firm in 1973 after earning a degree in business administration from the California State University at Los Angeles and becoming a Certified Public Accountant. In addition to managing the day-to-day operations of Richards & Associates, Mike has introduced many new services we now provide for our clients. He is responsible for quality control of all professional services offered by the firm.

Jeremy Calva is the Chief Strategy Officer at America's Christian Credit Union (ACCU) supporting commercial and consumer lending teams. Prior to joining ACCU Jeremy was the President/CEO and founder of PIR Capital LLC a firm focused on providing regulatory compliance and loan putback repurchase strategies for financial institutions and institutional investors. Jeremy also worked for Xceed Credit Union as their VP Finance, WesCorp as VP Investment Operations, and has worked as a consultant for firms such as Disney and Microsoft. Jeremy holds four active certifications including CPA, Certified Treasury Professional, Certified in Financial Forensics and Chartered Forensic Accountant. Jeremy is actively involved in his community as a volunteer and understands the importance of ongoing professional development.

Program length 90 Minutes

Registration Investment

Power Learner Passport - (click for details)

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