PBMares Accounting Blog

Interest Rate Risk - Asset Liability Management for Credit Unions | Webinar

Posted by Edward Warren on Jul 15, 2015 9:30:00 AM


How conversant is your team on interest rate risk?
What are the critical metrics for asset liability management at your credit union ?

If you want answers to these questions, we invite you to attend our upcoming webinar, Interest Rate Risk / Asset Liability Managment for Credit Unions.  Co-sponsored by First Carolina Corporate Credit Union and PBMares, the event takes place on August 4th from 10:00 – 11:00 AM with a Q&A session immediate following the presentation. Webinar speakers and topics include: 


  • Lisa B. Boylen, CPA, Senior ALM Analyst,  First Carolina Corporate Credit Union 
  • Harvey L. Johnson, CPA, CGMA, PartnerPBMares 

Discussion points 

  • Key tems and and and overview of ALM process
  • Address ALM measurements including GAP Analysis, Income Simulations and Net Economic Value Analysis
  • Highlight common red flags in IRR and ALM
  • Discuss internal controls and monitoring tools to measure and assess ALM compliance 



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Topics: Financial Institutions, PBMares Events

Join Us for Our June 24th Webinar: "Tackling the Key Issues Facing Not-for-Profit Organizations"

Posted by Susan Miller on May 28, 2015 3:00:00 PM


Is your not-for-profit prepared for what's ahead in 2015 and 2016?
What are the Affordable Care Act (ACA) requirements for NFPs?

If you want answers to these questions, we invite you to attend our upcoming webinar, Tackling the Key Issues Facing Not-for-Profit Organizations.  Co-sponsored by PBMares and ADP, the event takes place on June 24 from 10:00 – 11:30 AM and includes a Q&A session. Webinar speakers and topics include: 

  • Bo Garner and Ed Yoder of PBMares will present information about FASB’s proposed financial statement presentation changes.
  • David Messenger of ADP will discuss the ACA's new NFP-specific reporting requirements and due dates. 
  • Gaye Boyette of M&T Bank will present options for NFPs to improve cash flow in an era of decreased fundraising.


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Topics: Not-for-Profits, PBMares Events, Affordable Care Act (ACA)

Register Today: Upcoming CPE - Advanced Forensic Accounting

Posted by Susan Miller on Mar 24, 2015 9:08:00 AM


Artifice Forensic Financial Services, a division of PBMares, LLP, will host an 8-hour CPE entitled “Advanced Forensic Accounting” on May 4.  The live training event will take place in the Troutman Sanders Building which is located at 1001 Haxall Point in downtown Richmond.   

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Topics: PBMares Events