Basic Accounting Workshops will explain financial reporting for CU staff


Registration is open for the New York Credit Union Association’s Basic Accounting Workshops. Three separate sessions, all led by the same instructors, will be held in New York City, Buffalo and Albany this year.

The sessions will explain financial reporting in easy-to-understand terms for credit union staff.

To register for a session, use the links below:

The workshops will help staff understand how the work they do serving members relates to the credit union’s overall finances and financial reporting. Attendees will learn about financial reporting and common accounting terms without getting bogged down in technical accounting jargon.

This year’s workshops will again be led by Jeffrey Paille, a CPA and audit partner at the Bonadio Group; and Grace Gonzalez, a CPA and audit principal at the Bonadio Group.

Paille’s background includes conducting financial statement audits of credit unions. Paille has also consulted with credit unions on various matters, including executive compensation arrangements, strategic planning, board election procedures, merger due diligence and accounting, allowance for loan losses considerations, the adoption of new accounting standards, and other matters.

Gonzalez has served on audit teams for numerous credit unions. She has significant experience addressing audit implications related to loan portfolios and lending programs, investing and borrowing activities, performing compliance audits for specialized lending programs, as well as understanding and evaluating internal controls.

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