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.
- 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.
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.
|Over $75 million
|$25 - 75 million
|Under $25 million
Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.