Lisa M. Thouin
Lisa M. Thouin
CPA, CGMA Managing Director at The Mercadien Group, Principal at Mercadien P.C., Certified Public Accountants
Financial Institutions, Internal Audit
“Be grateful and slow down.” These are words that Lisa Thouin lives by. As a Managing Director with Mercadien’s Financial Institutions Services Group, Lisa provides outsourced internal audit, risk assessment and consulting services to commercial and community banks as well as credit unions. This requires her to oversee a lot of moving parts, which she handles with ease. She thrives on working in a fast-paced environment and is devoted to guiding her clients through regulatory obstacles.
Lisa works closely with her clients to help them overcome these obstacles by developing and implementing proper policies, procedures and internal controls, allowing them to achieve efficiency while staying compliant with federal and state regulations. Additionally, Lisa aids her clients in mitigating risk through the design and execution of a comprehensive risk management plan, which she customizes for each client based on their risk profile.
Over the years, Lisa provided audit, compliance and tax services to many industries, including nonprofit, retail, medical and construction. Her extensive background in these industries is a useful asset to her clients today. Giving her the ability to look at things from their customer’s point of view, Lisa offers her clients well-rounded expertise that truly helps them to ‘Know Your Customer’ – one of the most important processes in the banking world.
A frequent presenter and author on a variety of topics, Lisa is always willing to share best practices and valuable advice while educating members of the banking community. She stays up to date on industry trends to ensure her audience always has relevant and useful information at their fingertips.
Personal Fact: On her days off, Lisa enjoys being outdoors and tapping into her creative side through hobbies like interior decorating, painting and DIY projects like restoring furniture. In the summer time, you can find her relaxing and soaking up the sun at her beach house at the Jersey Shore.
Contact Us for PPP Loan Forgiveness Processing Assistance
Mercadien is ready to assist you in facilitating the CARES Act Paycheck Protection Program (PPP) loan forgiveness processing. The SBA stated that Lenders are expected to perform a good-faith review, in a reasonable time, of the borrower’s calculations and supporting documents concerning amounts eligible for loan forgiveness. If the lender identifies errors in the borrower’s…Read More
SBA Awards $20 Million Contract to Mercadien JV for Risk Mgmt. of 504 Loans
The Mercadien Group is pleased to announce that its affiliate company, Kingstonville-Mercadien JV, LLC, has been awarded a five-year contract with the U.S. Small Business Administration (SBA) to provide risk-based review and risk oversight support services for the Certified Development Company (CDC)/504 Loan Program, administered through the Offices of Capital Access and Credit Risk Management.…Read More
Lisa Thouin Presents on Liquidity Risk Management at FMS NY/NJ & NJBankers Assoc. CFO Conf.
The FMS NY/NJ Chapter presented a Spring Half-Day CFO Conference jointly sponsored with the New Jersey Bankers Association (“NJBA”). The event was held at the Stony Hill Inn in Hackensack, NJ on Wednesday April 18, 2018. The conference featured leading industry speakers who presented a series of timely sessions developed for community bank financial institution…Read More