Events Calendar

Webinar: Call Report Series: Call Report Update & Top 10 Errors
Monday, January 10, 2022, 03:00pm - 04:30pm

Staying abreast of the evolving accounting and regulatory environment is crucial for Call Report preparers and reviewers. This well-timed webinar will relay the latest Call Report preparation developments and spotlight frequent, yet avoidable, errors.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Evaluate how new accounting standards impact call reporting
  • Explain the most recent changes to the Call Report
  • Determine how to report various types of loan modifications
  • Avoid common mistakes and prevent audit/examination findings
  • Distinguish between what to include and exclude in loan and delinquency schedules

WEBINAR DETAILS

The Call Report is continually changing in response to new accounting standards, rules, regulations, and NCUA’s Modernization Initiative. Many of the recent changes relate to clarification of the Call Report instructions, which can significantly impact the information reported. Examiners are consistently reporting Call Report errors as findings, regardless of materiality. This program will explore recent changes, the impact of loan modifications, and the top 10 errors to help you avoid common – yet costly – mistakes.

WHO SHOULD ATTEND?

This informative session is designed for individuals involved in the Call Report data collection, preparation, and review process, with a focus on accounting, finance, and lending/collections.

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 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.