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Auditing Call Reports

Apr 29 2:00 PM - Apr 29, 2021 3:30 PM
Apr 29, 2021 2:00 PM - 3:30 PM
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Calling all Call Report preparers and internal auditors! Examiners are watching what you do and checking your work. Accuracy and consistency are important by themselves, but also influence examiners’ perception of your credit union. Do you have sufficient internal controls over call reporting? Learn more about how Call Report information is evaluated by examiners and auditors and how to prepare for your next audit and exam.

Learning Objectives

  • Understand how Call Reports are used by examiners and auditors
  • Establish effective internal controls over call reporting
  • Maintain supporting documentation to assist outside parties
  • Coordinate and facilitate examination and audit requests
  • Review critical areas for completeness and precision

Call Reports contain a significant amount of information, but how is that information evaluated by examiners and auditors? The Call Report says a lot about the financial health, stability, and risk profile of the credit union and impacts the extent of the procedures performed. There are countless disclosures that also appear in a credit union’s financial statements and are validated as part of the audit process. This session will provide insights to prepare you for your next audit and examination. 

Agenda

Speakers

Stephen J.M. Schiltz, CPA, CLA

Steve Schiltz is principal with CLA’s Tucson office. He began his career with CLA in 2002and has extensive experience providing assurance and consulting services to community financial institutions. Steve has made presentations to 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 CPAs and the Beta Gamma Sigma Honor Society. He received his bachelor’s in accounting, cum laude, from the University of Arizona in Tucson.

Location

Fees

$259.00 

Live and recorded webinar, handouts, quiz with answer key and training log are included.

Your registration includes unlimited locations (until further notice), making it easier to share and learn with remote staff during the coronavirus crisis. Training materials will be available to download the day of the event.

Additional Info

Event Type

Webinar

Topics Covered

  • Executive Management
  • Live Webinars
  • Compliance