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Education

 

Webinar: Call Reports: What to Look for, Entering Information & Why It's Important

 

Wednesday, November 6, 2013

2:00 - 3:00 pm CST

 

Speaker:  Stephen Schiltz, CliftonLarsonAllen, LLP

 

About the Program

The NCUA 5300 Call Report is continually evolving and contains quarterly-updated financial information for each credit union. This required report includes financial and general information used by regulators, auditors, credit union management, supervisory/audit committees, staff, and others to ascertain the financial health and stability of a credit union.

 

This webinar will cover recent changes to the call reporting process and will tackle the challenges you may experience. The goal is to increase your understanding of the process, accurately report critical information, avoid common – yet costly – mistakes, recognize trends, and update the report completely.

 

HIGHLIGHTS

  • Critical areas to review for completeness and precision
  • Increase accuracy of the data entered in your call report
  • Determine correct separation of duties to improve accuracy
  • Maintenance of supporting documentation to assist outside parties
  • Monitor new requirements, trends, and proposed regulations


Related Files
Printable Brochure (Adobe PDF File)

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