Date: Thursday, January 3, 2013
Time: 2:00 - 3:30 pm Central
Federally-insured credit unions are required to implement the new rules regarding loan workouts, nonaccruals, and troubled debt restructuring (TDR) regulations that NCUA changed in 2012. Do you need a refresher to ensure your policies and procedures are compliant? Do you have the tools and knowledge needed to: a) put the proper policies and procedures in place, and b) understand how to incorporate the changes into your financial reporting? Join us to learn the critical requirements regarding the new TDR rules before your next examination. Examples will be used to increase your understanding of the key changes.
This informative session will be useful for all operations personnel, accounting clerks, tax accountants, management, compliance officers, and attorneys.
Attendance verification for CE credits provided upon request.
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.
Bryan Mogensen is an assurance partner at CliftonLarsonAllen LLP in Phoenix. In 1995, he joined CliftonLarsonAllen (formerly Clifton Gunderson). Over the past 19 years, Bryan has gained extensive experience auditing credit unions, community banks, and nonprofit organizations. As engagement partner, he is responsible for ensuring the work is performed as expected, reviewing key areas and reports, planning, supervising audit staff, etc.
Bryan frequently shares his knowledge through national speaking engagements. He is a licensed CPA in Arizona, California, Washington, and Wisconsin and a member of the AICPA and, ASCPA. Bryan received his bachelor’s in business administration with emphasis on accountancy from the University of Wisconsin-Milwaukee.
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 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 & 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 one 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.
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.
LIMITED AVAILABILITY: The on-demand web link and CD ROM may ONLY be ordered for 6 months following the webinar. Neither the link nor CD will be available after this time.
3. BOTH LIVE WEBINAR & ON-DEMAND WEB LINK (INCLUDES FREE CD ROM*)
Options 1 and 2 described above\
*CD ROM is for Mac and PC use only