Presenter: Stephen J.M. Schiltz, CPA, CliftonLarsonAllen LLP
Date: Tuesday, June 12, 2012
Time: 2:00 - 3:30 pm Central

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

This webinar will tackle the challenges you may experience when completing this form.  It will help you increase your understanding of the process, accurately update critical information, avoid common – yet costly – mistakes, recognize trends, and completely update the report.

What You Will Learn

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

Who Should Sign Up?
This informative session is designed for CEOs, CFOs, call report preparers, internal auditors, lending managers, and supervisory/audit committee members.

About the Presenter:
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.