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Auditing Call Reports

Oct 20 2:00 PM - Oct 20, 2022 3:30 PM
Oct 20, 2022 2:00 PM - 3:30 PM
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Do your Call Reports contain the information that auditors and examiners want to see? What do your Call Reports say about the stability, risk profile, and financial strength of your credit union? Join this webinar to get expert advice, tips, and best practices to improve your Call Report process.

Learning Objectives

  • Understand how Call Reports are used by examiners and auditors
  • Establish effective Call Report internal controls
  • Maintain supporting documentation to assist outside parties
  • Coordinate and facilitate examination and audit requests
  • Focus on critical areas to review 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 during an examination. 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 so that you are prepared for your next audit and examination.

Agenda

Speakers

Stephen J.M. Schiltz, CLA

Steve Schiltz is a principal with CLA’s Tucson office. He began his career with CLA in 2002 and 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 

Your registration includes unlimited locations, making it easier to share and learn with remote staff.

Please note: You may share the link with others at your credit union, however the confirmation will be sent to one primary contact at your credit union. It will be up to the primary contact to share the material with others.

Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • On-Demand Webinars
  • Compliance