Overview
Sam joined CLA in 2022 as a financial services professional specializing in financial statement audit, preparation and review, loan file review, internal audit consulting, and implementation. Sam’s technical and profession experiences have been 100% industry specific within credit union and other financial services.
Technical experience
- Financial statement audits for credit union.
- Loan file/credit review engagements
- Current Expected Credit Loss analysis
- Current Expected Credit Loss validation
- Internal Audit Consulting
- Large data extraction and analysis
Merger and acquisition consulting for credit uniosn, banks and holding companies
Education
Sam graduated from the University of Wisconsin - La Crosse with a BS in Accounting; and Minor in Information Systems.