Joshua joined CLA in 2007 in the financial institutions group. Josh devotes 100 percent of his time serving financial institutions with varying levels of complexity, with asset sizes ranging from $25 million to over $5 billion. He focuses on certified audits, internal audits, loan file reviews, directors’ examinations, and other consulting services for community banks.
Joshua also spends a portion of his efforts working with financial institutions in their partnership efforts with financial technology (Fintech) companies. This includes Fintech companies with a focus on lending, efficiency improvement, and alternative finance sources.
- Business, accounting, and regulatory issues for community banks
- Internal audit of a variety of areas for community banks
- Performing opinion audits of financial statement audits
- Loan file review engagements
- Financial reporting for banks and holding companies
- Risk assessments for financial institutions
- Loan loss reserve analysis
- Mergers and acquisitions
Joshua also contributes to CLA's financial institutions blog.
BA in Accounting and Legal Studies in Business from The University of St. Thomas, St. Paul MN - 2006 Graduate School of Banking - Boulder, CO - 2014
Resources and events
Webinar 7/20/2022CECL for Banks: Ready or Not
Event 4/22/2022 – 4/26/20222022 Annual Conference for Bank Presidents, CEOs, and Directors by Western Bankers
Article 1/14/2022Banking Regulators Advise on Reviewing Potential Fintech Vendors
Webinar 10/28/2021CECL: Your Questions Answered
Webinar 4/22/20215 Reasons to Use WARM for CECL - Credit Union Session
Webinar 4/21/20215 Reasons to Use WARM for CECL - Bank Session
Article 11/9/2020CECL Is Coming: Prepare Your Organization
Event 2/6/2020Practical Application of the WARM Method for CECL Webinar
Video 7/21/2017Family-Owned Banks Should Bring Employees Into Succession Plans