Learn about credit union financial trends in the state and throughout the
Midwest region. Once we establish the trends, we will talk about how credit
unions may need to adjust to Lending in this new environment that also includes
increased competition. We will also take some time to identify key industry
topics that will possibly be on your list for consideration as you consider and
execute on your 2019 strategic plan and budgets and look forward into 2020 and
Bob Larson, Financial Consultant, CUNA Mutual Group
Bob is responsible
for providing financial and consulting support to the account teams for large
and mid-size credit unions. He is accountable for demonstrating the financial
impact of CUNA Mutual Group products on credit union financial goals.
Bob provides high-quality financial analysis tools to communicate the
value of CUNA Mutual Group solutions. He helps account teams become more
successful by providing analytical support throughout the sales process. He also
provides financial coaching and training to help account teams successfully
articulate the financial impact of our solutions.
Prior to joining
CUNA Mutual Group in 2004, Bob was the director of accounting for Affinity
Plus Federal Credit Union of St. Paul, MN. There he was responsible for the
asset liability management, the investment portfolio and monthly financial
statements. Previously, Bob was an accounting manager for Postal Credit Union
in St. Paul. He has more than 20 years of credit union experience, all focusing
in areas of accounting and finance.