Special Events Training
Summary
Understanding emerging compliance regulations and dedicating necessary human resources to be effective in this area continues to challenge todays credit unions. To ensure AuditLink had the capacity to deliver BSA and other vital services that clients desperately need, AuditLink, CU*Answers audit and compliance division, is proud to announce our strategic alliance with Lillie & Company, a CPA Firm that works exclusively with credit unions. Join your CU*Answers Management Services hosts, Julie Gessner & Jim Vilker as they introduce Steve Lillie, Managing Partner of Lillie & Company and reveal how the alliance may be of benefit to you. Leave the conference knowing that CU*Answers is here when you need us.
Audience
Credit Union Executives and Managers.
Objectives
Announce the strategic alliance between the audit and compliance division of CU*Answers, AuditLink and Lillie & Company, a CPA firm that works exclusively with credit unions. Credit unions will hear about why the alliance was created and how they may benefit by participation.
Topics
An introduction the strategic alliance between CU*Answers AuditLink and Lillie and Company
Understand the purpose of the alliance
Introduce available service offerings
Review ways to engage
