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Wisconsin Credit Union Foundation

Auditing Call Reports

This session will address recent changes, review key areas to audit, and identify common errors.

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Type of Event
Webinar

Who Should Attend
  • On-Demand Webinars
  • Live Webinars
  • Compliance
  • Board Governance

Purchase

unpub 6-11-19 

Description

The NCUA’s 5300 Call Report has increased in complexity and in the volume of information required for quarterly reporting. Regulators increasingly rely on this information to identify reporting trends and remotely supervise credit unions. Given these changes, the accuracy of this information is being assessed through the examination process. Even with the additional scrutiny, Call Report discrepancies are a common exam finding. Therefore, it is critical for credit unions to file accurate, timely Call Reports. This session will address recent changes, review key areas to audit, and identify common errors.

Learning Objectives

  • Recent changes to the NCUA 5300 Call Report
  • Key areas in completing the NCUA 5300 Call Report
  • Common errors in call report preparation
  • Completing a call report audit
  • Internal control considerations regarding call report preparation

Speaker

Dean Rohne, CliftonLarsonAllen LLP

Investment

$259.00

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