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Elevating Credit Union Impact through Financial Literacy for Directors

Elevating Credit Union Impact through Financial Literacy for Directors
Date and Time
April 24, 2024 | 11:30am
1 hour
Event Description:

Join two of our Financial Services Team Principals, bringing over 60 years of combined industry experience, as we go beyond compliance to empower credit union leaders. Explore the intricacies of financial literacy tailored for credit unions and discover strategies not only to meet regulatory standards but also to truly elevate your credit union’s impact. Understand how to monitor your credit union’s performance, ask meaningful questions, and position your institution for sustainable growth. Designed specifically to align with the financial literacy training requirements for directors, this class serves as an essential building block for steering your credit union towards its strategic objectives.

This webinar qualifies for 1 hour of CPE

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Steve Halpern

Steve is a leader on YHB’s community bank and employee benefit plans practices.  In this role, Steve is responsible for assuring the highest quality service to clients served in these industries.  Steve also serves as technical reviewer for the Firm’s FAR overhead audits performed for engineering firms as well as the Firm’s internal audit engagements.

Darlene Gerstmyer

Darlene is an industry leader with over 35 years of experience. She manages independent audit engagements for credit unions and community banks. and also serves as the engagement quality reviewer on many of the Firm’s audits. She is a graduate of Loyola University Maryland with a Bachelor of Business Administration degree in accounting.