ACUIA Webinar - Loan Quality Assurance Best Practices

Mark your calendars and save the date for the ACUIA webinar: "Loan Quality Assurance Best Practices"

December 5, 2018  12:00 - 1:00p EST

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Loan Quality Assurance Best Practices
Lending is the cornerstone of every Credit Union.  As such, performing a quality lending operations audit is essential for all internal audit departments.  During this webinar, JJ Edmunds from PBMares, LLP, will provide an overview of the lending operations audit and the 6 stages of fieldwork.  He’ll also share some tips for performing a loan review, as well as best practice and other key issues to consider when conduction lending audits.  

Topics Include:
-    Planning the Audit
-    6 Stages of Fieldwork
-    Governance and Risk Management
-    Internal Controls
-    Reporting
-    Accounting
-    Loan Review
-    Outside the Loan File
-    AIRES File Analysis
-    File Maintenance
-    User Access
-    Vendor Due Diligence
-    Common findings 
-    Wrap Up and Communicating Results

About the Presenter:

William "JJ" Edmunds, Jr., CPA, CIA, CISA,  MSA is a supervisor with over six years of public accounting experience   Mr. Edmunds oversees the external and internal audit services for the firm’s financial institution clients, with assets ranging from $30 million to over $3 billion.  
Mr. Edmunds’ professional affiliations include the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants (Richmond Chapter), the Institute of Internal Auditors (Richmond Chapter), Richmond Chamber of Commerce – HYPE Executive Leadership Team, and the Association of Credit Union Internal Auditors.  

A licensed Certified Public Accountant (CPA), Mr. Edmunds graduated Cum Laude with a Bachelor of Science in Business Administration with a concentration in Accounting from Christopher Newport University in Newport News, Virginia.  He also received a Master of Science in Accounting from Old Dominion University in Norfolk, Virginia.  In addition to being a CPA, Mr. Edmunds has also earned the Certified Internal Auditor (CIA) and Certified Information Systems Auditor (CISA) designations, as well as being COSO Internal Control Certified.  Mr. Edmunds is a frequent speaker at ACUIA industry events.

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