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—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
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
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.
PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.
THREE REGISTRATION OPTIONS
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.
2. ON-DEMAND WEB LINK** AND FREE CD ROM*
Can't attend the live webinar? The ON-DEMAND WEB LINK** 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 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date. But there's more . . . 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 on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above
*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.
NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.
$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM
TIME: 3:00 p.m. - 4:30 p.m.
To register and pay by check, email Mary Zelinsky at firstname.lastname@example.org and your credit union will be invoiced. To register and pay online, click here.