Webinar: Introduction to Call Reports: Overview, Focus & Internal Controls
October 17, 2023 3:00 pm - 4:30 pm
Call Report preparers need to know how to compile and file the applicable schedules and must also keep up on the latest changes.
Precision is paramount because Call Reports have a wide audience, including regulators, auditors, staff, and more. Use this webinar to expand your knowledge, improve internal controls, 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
- 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
The Call Report is constantly changing and it’s important to be up to speed – whether you are a veteran or new to the call reporting process.
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, stability, and performance. This session will provide an overview of the Call Report process, including internal controls and critical areas of focus.
WHO SHOULD ATTEND?
This informative session is designed for individuals new to the call reporting process, 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
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Presented By: Stephen J. M. Sciltz, 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. Want more from Steve? His library of upcoming and on-demand training webinars is below.