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Call Report Fundamentals for New Preparers & Reviewers

Jun 03 2:00 PM - Jun 03, 2021 3:30 PM
Jun 03, 2021 2:00 PM - 3:30 PM
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Calling new Call Report preparers! Not only do you need to know how to compile and file the applicable schedules, you must also keep up on the latest changes. Accuracy is paramount because Call Reports have a wide audience, including regulators, auditors, staff, and more. Use this webinar to expand your knowledge, improve precision, and maintain related documentation.

Learning Objectives

  • Explain what a Call Report is and why it’s important
  • Identify recent updates to Call Reports
  • 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 Report process, it is important to learn good habits from the start. The Call Report includes financial and general information used by regulators, auditors, credit union management, supervisory/audit committees, staff, and others to evaluate a credit union’s financial health and stability. This webinar will provide an overview of the call reporting process, including recent changes, internal controls, and critical areas of focus.



Stephen J.M. Schiltz, 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.




Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • On-Demand Webinars
  • Operations
  • Executive Management