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Financial Planning & Board Responsibilities Webinar: Dollars & Directors Series

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The goal of this webinar is to provide key information for financial planning as well as the roles and responsibilities of board directors, management and financial committees.  You won't want to miss this one!

Speakers:

Joel Lalonde, President and CEO of Your Credit Union

Marc Belanger, Senior Manager of Collins Barrow

Joel Lalonde will discuss the roles and responsibilities of directors, management and financial committees: what needs monitoring and red flags to watch for.

Marc Belanger will discuss the audit process: how to stay prepared, how to avoid unnecessary delays and expense at audit time and what is often overlooked.

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About Joel Lalonde

Joel Lalonde currently holds the title of President & CEO at Your Credit Union, a position he has held since 2013. He has been with Your Credit Union since 2009. His prior role was that of Executive Vice President. Previously, he held a number of management positions with caisses populaires in Ontario after his early work as an analyst with the Deposit Insurance Corporation of Ontario (DICO). Joel also sits as a Director of Central 1, the Ontario Credit Union Foundation and of the Credit Union Services Association (CUSA). He has both a Bachelor of Commerce and Masters of Business Administration from the University of Ottawa.

About Marc Bélanger

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Effortlessly patient and open-minded, Marc Bélanger is a Senior Manager at Collins Barrow SNT. After graduating from Laurentian University with a Bachelor of Commerce, he started his career at Collins Barrow in 2006 as a co-op student. Marc soon found his passion in audit work and developed his role.

With over ten years of public accounting and auditing experience, Marc has worked with a variety of clients, including non-profit organizations, municipalities, colleges, unions, school boards and hospitals. Responsible for the management and supervision of the audit of clients, he is actively involved in audit decisions, process improvement and providing value-added services. Marc has received training in data analytics including the use of the Excel add-on ActiveData as well as the audit management software ACL.

 

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