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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Chuck Kelly

Education

Master of Accounting and Information Systems, Virginia Polytechnic Institute (Virginia Tech)

Overview

Chuck has over 14 years of experience, specializing in providing audit and accounting services for Credit Unions. In addition to planning, managing and performing financial statement audits for institutions ranging in total assets from $60 million to $32 billion, Chuck has performed engagements designed to test the adequacy of loan documentation and reserves, outsourced internal audits, adherence to internal control policies, and consulting engagements for a variety of regulatory compliance requirements. He is also an advanced user and trainer for the statistical analysis software tool, Interactive Data Extraction and Analysis (IDEA).

Speaking engagements

Upcoming

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Recent

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Resources

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In the community

? American Institute of Certified Public Accountants ? Maryland Association of Certified Public Accountants ? Various State credit union associations ? Financial Managers Society of Maryland – former treasurer / current member ? Virginia Polytechnic Institute Alumni Association ? CLA Foundation