CFO in a Box

Debra Taylor Templin, CPA

(310) 963-3374

Executive & Financial Consulting For Credit Unions

CFO in a Box

Many credit unions lack the resources to hire a full-time Chief Financial Officer

This doesn't mean they don't have growth goals or complex strategic initiatives. The fact is, a growing and dynamic organization can not afford to be without a CFO.

Some credit unions have sufficient financial expertise but need more hands on deck to complete a project, resolve an issue, or navigate through a period of transition.

In today's challenging environment, Debra can bridge the gap between resources and demands when hiring a permanent full-time professional is not an option. When you can't afford to be without a CFO, CFO in a Box services are an affordable solution.

With a keen ability to analyze and decipher financial data, Debra can help you achieve optimal financial performance by helping you understand your current position as well as the direction you’re moving.

With CFO in a Box services, you get exactly what you need to move your credit union forward.

A customized solution can be developed based on your unique needs. Here are just a sample of services:

Annual Budget & Forecast

Credit Risk Analytics

Investment Strategies & Liquidity Management

ALLL Evaluation & Methodology

Financial Review & Recommendations

Examination Support as Needed