Thursday
Apr 29
2021

Auditing Call Reports

Registration Options & Pricing

Please select your membership status.


Live Webinar Includes

  • Unlimited Connections to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up
150+
Webinars
Available
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9:00 am – 10:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Calling all Call Report preparers and internal auditors! Examiners are watching what you do and checking your work. Accuracy and consistency are important by themselves, but also influence examiners’ perception of your credit union. Do you have sufficient internal controls over call reporting? Learn more about how Call Report information is evaluated by examiners and auditors and how to prepare for your next audit and exam.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand how Call Reports are used by examiners and auditors
  • Establish effective internal controls over call reporting
  • Maintain supporting documentation to assist outside parties
  • Coordinate and facilitate examination and audit requests
  • Review critical areas for completeness and precision

WEBINAR DETAILS

Call Reports contain a significant amount of information, but how is that information evaluated by examiners and auditors? The Call Report says a lot about the financial health, stability, and risk profile of the credit union and impacts the extent of the procedures performed. There are countless disclosures that also appear in a credit union’s financial statements and are validated as part of the audit process. This session will provide insights to prepare you for your next audit and examination.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This informative session is designed for individuals involved in preparing and reviewing Call Reports, including internal auditors and audit liaisons.

TAKE-AWAY TOOLKIT

  • Links to NCUA’s Credit Union Online website, including upcoming cycle due dates, frequently asked questions, forms, instructions, and recent changes
  • Employee training log
  • Interactive quiz

DON'T MISS THESE RELATED WEBINARS!

"Call Report Fundamentals for New Preparers & Reviewers"
Thursday, June 3, 2021

"Call Report Loan Classifications & Basic Lending Schedules"
Wednesday, September 1, 2021

"Call Report 2021 Update, Including COVID's Impact & Top 10 Errors"
January 5, 2021
Available Now

 

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

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