More about Joshua Juergensen

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Joshua Juergensen is a principal with CLA. He works with banks and credit unions nationwide, managing audit engagements, directors’ exams, external loan file reviews, internal audits, and other consulting services.

Articles by Joshua Juergensen:

  • Casual Businessman Reviewing Paperwork

    Republicans Issue Much Anticipated Tax Reform Plan

    The Trump administration in coordination with the House Ways and Means Committee and Senate Committee on Finance released their much anticipated tax reform plan. Though the plan remains sparse on details, the document includes several provisions that may impact financial institutions .


  • Regulatory Agencies Issue FAQs on CECL

    An inter-agency statement was jointly issued by the FDIC, OCC, FRB, and NCUA answering many of the frequently asked questions surrounding the new credit loss model, commonly referred to as CECL.


  • Banks Can Now Submit Annual Reports Electronically

    On October 25th, the FDIC issued FIL-71-2016, granting depository institutions the ability to file annual reports and other reports and notices required under Part 363 electronically through the FDIC’s secure website, FDICconnect (FCX), rather than in paper form. This is applicable to all institutions with assets greater than $500 million in total assets.


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