Unnamed Author

Unnamed Author



Insights

Mercadien Webinar Replay: Common Audit Findings in PPP & Other Pandemic Relief Programs

Melissa Correa, CRCM, Manager & David Healey, Supervising Senior Associate of Mercadien’s Financial Institutions Services Group presented a webinar Common Audit Findings in PPP & Other Pandemic Relief Programs on Tuesday, November 17th. During the webinar, they went over: Audit pitfalls as it relates to pandemic relief activities & the impact on risk management How to…

Read More

Mercadien Webinar Replay: Getting Your Financial House in Order Post COVID-19

Lee D. Boss, CPA, MBA, Managing Director & Chair of Mercadien’s Private Company Services Group & Michael Warady, CFP, Regional Director of Source Advisors presented a webinar Getting Your Financial House in Order Post COVID-19 on Tuesday, October 20th. During the webinar, they went over: How to produce accurate financial reports & projections/forecasts Key financial drivers…

Read More

Mercadien Webinar Replay: Credit Risk Management During Uncertain Times

Jorge Olazagasti, MBA, Director & Melissa Correa, CRCM, Manager, of Mercadien’s Financial Institutions Services Group presented a webinar Credit Risk Management During Uncertain Times on Thursday, August 27th. During the webinar, they went over: The immediate impact of the pandemic on credit risk management  Reviewing state specific lending initiatives How to monitor initiatives & delinquencies How…

Read More
See All