17: Reporting and Oversight

Course Description

Learn how reports can be used to effectively communicate results, manage expectations and build relationships with all stakeholders within an organization.

Lessons

1: Purpose and Requirements

2: Effective Communication

3: Sample Reports - Distinguish between Accounting and Balance reports, Performance Monitoring reports, and reports prepared for review by the Board of Directors

NEW PRICING!

$995 for students, governments and non-profits


$1650 for corporate and for-profit entities


Group pricing for teams of 5 or more

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Course Requirements

Prerequisites

There are no prerequisites for this course.

Program Level

Basic

Field of Study

Specialized Knowledge & Applications

Credit Hours

2.0


Course Instructor

Daniel Kutch, CPA

SVP / Chief Financial Officer, Keesler Federal Credit Union

Bio

Mr. Kutch joined Keesler Federal CU in March 2017 as SVP/Chief Financial Officer. Daniel spent the previous four years as the Chief Financial Officer for Clearview Federal Credit Union. DJ has actively managed Clearview’s sizeable investment portfolio for much of the past decade. Operating in a highly regulated financial institution industry, Mr. Kutch values the knowledge and acumen obtained while navigating a portfolio through some unprecedented economic cycles. DJ is responsible for financial statement preparation, board reporting, treasury management, strategic planning, and overall safety and soundness for the institution. Prior to joining Clearview, Mr. Kutch earned his CPA designation at Parente Randolph, LLC, (Now Baker Tilly, LLP). While at the firm, DJ focused his efforts on assurance and advisory services in a variety of industries. Mr. Kutch’s areas of expertise were financial institutions, health and welfare, not-for-profit, and governments. DJ joined Keesler Federal CU in March 2017.  DJ earned his Bachelor of Science in Business Administration with a Concentration in Accounting from Duquesne University in Pittsburgh, PA. He is a member of both the American Institute and Pennsylvania Institute of Certified Public Accountants.

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