LuAnn E. Bunch, CPA
Manager, Asset/Liability Management
With over 20 years of experience in asset/liability management, LuAnn Bunch utilizes her expertise to provide quality services to financial institution clients. Her responsibilities include a plethora of asset/liability-related consulting services such as building financial models, forecasting, interest rate risk analysis, liquidity risk analysis, regulatory reporting, policy reviews, and independent validations. Providing excellent customer service is one of LuAnn’s greatest strengths and drives her ability to consistently meet and exceed client expectations. She develops relationships by consulting with her clients on asset/liability management strategies, modeling, and regulatory expectations, with an effort to maximize financial performance and enhance their decision-making process for financial success.
Certifications
- Certified Public Accountant
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Wisconsin Institute of Certified Public Accountants (WICPA) - Member
- Financial Managers Society (FMS) - Member
- St. John’s Catholic Church - Member
Areas of Focus
- Asset/liability modeling
- Asset/liability process validations
- Interest rate risk consulting
Education
Upper Iowa University- Bachelor of science degree with a major in accounting and a minor in management
Recent Insights
Articles
Looking beyond the ALM model assumption review checklist
Sep 18, 2022