Financial Management Course – V409M

Wednesday | 1:30pm – 3:30pm
Bill Berg, M.B.A., CCUE, CUCE, BSACS, CUERME, VP of Compliance Training and Information
Marbella 2, lower level
Separate Fee Required – $75

This course helps explain the financial management tools used by most credit unions in a simple, easy-to-understand format. You will find that managing your credit unions finances need not be overwhelming when you consistently use several comprehensive asset-liability management tools.

About the speaker:
Bill Berg has been with the League of Southeastern Credit Unions (formerly the Florida Credit Union League) since 1988 and currently serves as the Vice President of Compliance Training and Information.  Prior to joining the League, Bill worked for eleven years for the Federal Reserve of Atlanta – Jacksonville Branch.  He is in his 39th year working in the financial industry.

Bill answers technical/regulatory questions via the telephone or through email; provides customized training to credit unions, chapters, and other groups; and was one of the principal authors of and is the editor of the Bankruptcy and Collections and Board of Directors Channels for InfoSight (The LSCU’s Online Compliance System) and facilitates planning sessions for credit unions. He was the speaker at the CUNA/NASCUS Bank Secrecy Act conference in Ft. Lauderdale and will be speaking again at this conference in San Antonio, TX.