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Call Report Fundamentals for New Preparers & Reviewers

Jan 21 2:00 PM - Jan 21, 2020 3:30 PM
Jan 21, 2020 2:00 PM - 3:30 PM

Your credit union can be assessed penalties up to $1 million per day for filing late or inaccurate Call Reports!  

Learning Objectives

  • Explain what a Call Report is and why it’s important
  • Establish effective internal controls over call reporting 
  • Focus on critical areas to review for completeness and precision
  • Understand how Call Reports are used by examiners and auditors
  • Maintain supporting documentation to assist outside parties  

If you are new to the call reporting process, it is important to know what you’re doing. The Call Report includes financial and general information used by regulators, auditors, credit union management, supervisory/audit committees, staff, and others to ascertain a credit union’s financial health and stability. This session will provide an overview of the call reporting process, including recent changes, internal controls, and critical areas of focus. 



Stephen J.M. Schiltz, CPA, CliftonLarsonAllen LLP

Steve Schiltz is principal with CliftonLarsonAllen’s Tucson office. He began his career with CLA in 2002 and has extensive experience providing assurance and consulting services to credit unions and credit union service organizations. Steve has made presentations to credit union management teams, supervisory committees, and boards of directors, as well as national speaking engagements and webinars. A licensed CPA in Arizona and Texas, Steve is a member of the AICPA, Arizona Society of CPA’s and the Beta Gamma Sigma Honor Society. He received his bachelor’s in accounting, cum laude, from the University of Arizona in Tucson.   




Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • Compliance
  • Operations
  • On-Demand Webinars