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Webinar: Call Report Preparation: Basic Lending Schedules, Including Loans by Type, Delinquency, Charge-Offs & Unused Commitments

Event Info

When

August 6th, 2015 2:00 PM   through   3:30 PM


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Tired of Call Report findings? Examiners are thoroughly testing and validating Call Report disclosures, with no regard to materiality. Preparing Call Reports has become more complicated as credit unions continue to evolve and offer more elaborate products and services to their members. In addition, NCUA has raised the bar for accurate and timely submissions by assessing civil money penalties for noncompliance.

Join us for a deep-dive into the basic lending disclosures.  This webinar will decipher and clarify the Call Report instructions related to loans by type, delinquency, charge-offs, and unused commitments.  You will learn about recent changes and common mistakes.  In addition, relevant examples will be provided to assist you in the preparation of the quarterly Call Reports.  Make sure to bring your questions!

HIGHLIGHTS

  • Critical areas to review for completeness and precision
  • Enhance accuracy of the data entered into the Call Report
  • New requirements and trends
  • Real-world examples
  • Compliance with generally accepted accounting principles in a regulatory reporting environment

TAKE-AWAY TOOLKIT

  • Important 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

Don’t Miss These Related Webinars on CALL REPORT PREPARATION!

Introduction to Call Reporting:  Overview of Requirements & Reporting,
Recent Updates & Common Mistakes
on Tuesday, June 2, 2015

Advanced Lending Schedules, Including Schedule A Specialized Lending,
REOs, MSRs, MBLs & TDRs
on Tuesday, October 6, 2015

Financial Statements, Including Schedule B Investments,
C CUSOs & D Derivatives
on Tuesday, December 1, 2015

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

This informative session is designed primarily for individuals involved in the Call Report data collection, preparation, and review process, with a focus on lending and collections.

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

Steve Schiltz is an assurance senior manager with CliftonLarsonAllen’s Tucson office.  He began his career with CliftonLarsonAllen 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 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


 

 

August 6th, 2015 2:00 PM   through   3:30 PM