$2,500.00
Plus travel and expenses
The CFO/Back Office Review is a two day training session, designed and structured to the credit union. The first day, we will review the credit unions daily, monthly, and quarterly processing and provide recommendations to help improve efficiencies. The second day is structured to work one-on-one with the Chief Financial Officer. We will review the accounting software and Dashboard screens to help with your Board, Management, and Regulatory Reports.
For a more condensed CFO or Back Office Review – Our team offers free one hour webinars for the CFO and/or Back Office Review.
When a credit union has been on a data processing system for a period of time, it is common not to use the system to its maximum efficiency. A team member will review with the back office staff over the following areas:
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