Services

Debra Taylor Templin, CPA

(310) 963-3374

Executive & Financial Consulting For Credit Unions

Affordable Solutions To Meet Escalating Demands

As the financial services industry expands to provide a wider range of services, the challenge to keep pace increases. Our team understands the challenges you face and offers a comprehensive suite of analytical services.

CFO in a Box

Allowance for Loan Loss Evaluation

ALL Methodology & Implementation

Asset Liability Management

ALM Modeling

Branch Profitability

Budgeting

Cash Flow Forecasting

Crisis Management

5300 Call Report

Exam/Audit Support

FR2900 & QCD

Financial Reporting

Financial Analysis

Forecasting

Investment Management

Liquidity Management

Policy Review

Profitstar Modeling

Credit Analytics

Concentration Risk

FICO Migration

Loan Modification Analysis

Loss Analysis & Mitigation

LTV Analysis

Risk-Based Lending Validation

Risk Stratification

Special Projects

Excel Modeling & Optimization

Accounting Processes

Bank Reconciliations

Core Conversion Support

GL Reconciliations

Month-End Close

Special Projects

Risk Management

Policies & Procedures Development

Process Improvement or Automation

Regulatory Compliance

Risk Assessment

Risk Based Lending Validation

Supervisory Committee Audits

Agreed Upon Procedures

Performed 100% Remotely

Based on NCUA Minimum Procedures

Guide Updated 1-8-20

Training & Education

Accounting Cycle Organization

Month-End Close Procedures

Settlement Accounting Processes

Special Projects

Staff Mentoring