CFO / Back Office Review

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.

Additional information


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:


  • Review how they are performing daily/monthly reconciliations
  • General ledger functions
  • ACH Functions
  • Accounts Payable
  • Investments
  • 5300 software
  • Dashboards
  • Enterprise Risk Management
  • Compliance


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