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Webinar: Call Reports: What to Look for, Entering Information & Why It's Important

The NCUA 5300 Call Report is continually evolving and contains quarterly-updated financial information for each credit union. This required report includes financial and general information used by regulators, auditors, credit union management, supervisory/audit committees, staff, and others to ascertain the financial health and stability of a credit union.

This webinar will cover recent changes to the call reporting process and will tackle the challenges you may experience.  The goal is to increase your understanding of the process, accurately report critical information, avoid common – yet costly – mistakes, recognize trends, and update the report completely.

HIGHLIGHTS

  • Critical areas to review for completeness and precision
  • Increase accuracy of the data entered in your call report
  • Determine correct separation of duties to improve accuracy
  • Maintenance of supporting documentation to assist outside parties
  • Monitor new requirements, trends, and proposed regulations

 

  • TAKE-AWAY TOOLKIT
    • Important website links to NCUA’s Credit Union Online website, including updated call report forms, instructions, and recent changes
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

 

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

This informative session is designed for credit union management, internal auditors, supervisory/audit committee members, and anyone involved in the call report process.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – Stephen J.M. Schiltz, CPA, CliftonLarsonAllen LLP

Stephen Schiltz is an assurance senior manager at CliftonLarsonAllen’s Phoenix office.  He began his career with Clifton Gunderson in 2002 and has extensive experience providing assurance services to credit unions and credit union service organizations.  Steve has made presentations to credit union 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 CPA’s, the Risk Management Association – Arizona Chapter and the Beta Gamma Sigma Honor Society.  He received his bachelor’s in accounting, cum laude, from the University of Arizona in Tucson.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

1.  LIVE WEBINAR

The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast.  You will need the most-current version of Adobe Reader available free at www.adobe.com.

 

Convenient!

Listen to the
archived webinar on your

iPad

iPhone

Android

Instructions will be emailed with the archived webinar link.

2.  ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association.   Click here to register:  https://mcua.fed.cuwebtraining.com/store/webinar

November 6th, 2013 2:00 PM   through   3:30 PM

Event Info

When

November 6th, 2013 2:00 PM   through   3:30 PM

Contact

Phone: 314.542.1321

Email:


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