Webinar: Financial Accounting & Reporting
July 11, 2024 3:00 pm - 4:30 pm
Call Report financial statements can be tricky to prepare.
Do you understand the nuances and potential for errors? Are you skilled at preparing Schedules B, C, and D? Join this webinar to get expert advice, clarity, and examples so you can do it right the first time!
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
Prepare the statement of financial condition and the statement of income and expense
Identify general ledger accounts that may be incorrectly categorized
Understand investment reporting (Schedule B)
Report commitments and off-balance sheet exposures (Schedule C)
Disclose relevant shares and deposits information (Schedule D)
WEBINAR DETAILS
Preparing financial statements for the Call Report is just like preparing your own internal financial statements, right? Think again! There are subtle differences that may go unnoticed. This session will provide tips, tricks, and relevant examples to assist in preparing the quarterly Call Reports. It will address how to prepare the statement of financial condition, statement of income and expense, and Schedules B, C, and D.
WHO SHOULD ATTEND?
This informative session is designed for individuals involved in Call Report data collection, preparation, and review, with a focus on finance and accounting.
TAKE-AWAY TOOLKIT
- Important links to NCUA’s Credit Union Online website, including upcoming cycle due dates, frequently asked questions, forms, and instructions
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Speaker: Stephen J. M. 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 Certified Public Accountant (CPA) Arizona and Texas, Steve is a member of the Association of International Certified Professional Accountants (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.
Steve has produced and presented expert content for Credit Union Webinar Network since 2015 and has presented to hundreds of credit union professionals nationwide.