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How to Satisfy Your Audit Needs in Spite of Limited Resources

Discover how 3 credit unions (small, medium, and large) reduced risk, increased audit efficiency, and avoided regulatory headaches without having to add staff.

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Hear From Three Credit Unions:
(Small, Medium, Large)

Steve Pagenstecher
COO
Point West Credit Union
Portland, OR

Aaron Hibbard
VP Risk and Compliance
Spectra CU
(Formerly NRL FCU)
Alexandria, VA

Jill Holak
Internal Audit Manager
DCU
Marlborough, MA

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Audit Needs Are Growing.
How to Succeed with Limited Resources.

As your credit union grows, so do your risks. To keep up, your audit and compliance operations must do more.

But your staff is already stretched thin, and in today’s economy it’s hard to find people. It’s hard enough to hire a new teller, much less an experienced audit and compliance professional.

It doesn’t have to be that way...

Hear from three credit unions that optimized their audit processes to be more disciplined and efficient. They now reduce more risks than ever before—without adding staff.

And their line of business areas experienced efficiency gains as well, increasing productivity across the organization. They are more effective in less time spent. It’s a win-win.

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W H O S H O U L D A T T E N D:

CREDIT UNION:
CEOs
COOs
CFOs
Audit Professionals
Risk and Compliance Professionals
Supervisory Committee Members

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A B O U T Y O U R H O S T S:

Kirk Drake

Kirk Drake is a longtime industry entrepreneur. After starting a high school bank, he changed his focus to credit unions, working at Agriculture FCU, Fiserv, and NIH FCU.

While at NIH, Drake started CUCTO, a networking group for credit union technology management. He later left NIH FCU to found Ongoing Operations, then CU Wallet, and finally CU 2.0.

Currently, his work is geared towards providing credit unions with the knowledge and technology they need to compete in the digital age.

Brad Powell

Brad Powell is a 25-year credit union industry veteran and founder of Redboard.

Over the last 25 years, he's specialized in automating key processes for credit unions. Processes like lending applications, payment processing, BSA monitoring, and audit workflows.

And for the last 7 years, Brad has been completely focused on the effectiveness and efficiency of audits and examinations, working with credit unions of all sizes.

Testimonials

Susan Allo
Senior Auditor
DCU


"I was able to double the amount of work I’m completing, with less stress than before. It’s just way faster."

Ramon Davalos
VP Internal Audit
Credit Union of Southern California

"Our old way of doing audits was more than an inconvenience—it was almost like a roadblock to moving forward with other initiatives. We didn’t have the same amount of time to focus on launching new products, platforms, and new ways of thinking."

Casey McIntosh
VP Risk Management
Del Norte Credit Union

"At least 85% of our findings are now cleared on time. It's been a complete 180 from our old way of managing with spreadsheets and email."

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C U S T O M E R S I N C L U D E: