Events Calendar

Webinar: Call Report Fundamentals for New Preparers & Reviewers
Thursday, June 03, 2021, 03:00pm - 04:30pm

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.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • 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

WEBINAR DETAILS

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 session will provide an overview of the call reporting process, including recent changes, internal controls, and critical areas of focus.

WHO SHOULD ATTEND?

This informative session is designed for individuals new to Call Report preparation and review, with a focus on accounting, finance, and internal audit.

TAKE-AWAY TOOLKIT

  • Important links to NCUA’s Credit Union Online website, including updated Call Report forms, instructions, and recent changes
  • Employee training log
  • Interactive quiz

SPEAKER:  Stephen Schiltz, CLA

Steve Schiltz is 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.