CEO Carl Meiswinkel Will Speak at AICPA Conference on Credit Unions
Laguna Niguel, CA. (Oct. 19, 2012) – One of a credit union’s most important assets is its loan portfolio data. Carl Meiswinkel, President/CEO of Portfolio 360, Inc. (P360), will be a presenter at the AICPA Conference on Credit Unions, discussing ways credit unions can maximize the value of their data and reap the most benefit from its analysis. The Conference will be held Oct. 22 – 24 in San Diego.
Drawing upon his 20 years’ experience in the mortgage banking industry, as well as his extensive knowledge of data aggregation, due diligence and loan valuation, Meiswinkel will discuss:
- Managing data efficiently to cut costs and increase value.
- Automating financial and regulatory reporting.
- Using data to support audits.
- Increasing growth and profitability while minimizing risk.
- Aiding strategic planning through proper management of data.
“From risk assessment and loan valuations to regulatory and financial reporting, comprehensive, quality data analysis is a big part of credit union activities,” said Meiswinkel. “It just makes sense to organize your data so that you get the most information possible from its analysis.”
The Conference is a three-day event designed to provide credit union executives as well as CPAs with credit union clients the information they need about upcoming regulatory changes, technological advances, and accounting issues as well as industry best practices. In addition to Meiswinkel, some of the other speakers will be: Debbie Matz, NCUA Chairman of the Board; Lee Wetherington, AAP, Director of Strategic Insight, Jack Henry & Associates, Inc.; and Bill Hampel, CPA, Chief Economist, CUNA.
For more information about the Conference, visit AICPA Conference on Credit Unions.
About Portfolio 360, Inc.
Portfolio 360 is a California-based corporation specializing in state-of-the art technology that combines loan-level analytics with data accessibility. The firm’s centralized loan repository standardizes data from all sources to simplify financial reporting and provide visibility with instant loan level detail. Its experienced team works closely with credit unions to proactively manage risk and provide business intelligence solutions for all departments. This unparalleled insight delivers executive-level visibility and creates a more complete picture. For more information, visit www.p360inc.com or call 949.347.7700.