eTrain: Ordering & Understanding Your Credit Union's Audit Report

 Human Resources  Leadership/Management  Volunteer/Supervisory Committee

Registration and Pricing Information

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Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Contracting for your credit union’s audit can seem like an overwhelming task and understanding the issued reports can be downright confusing. In addition, the National Credit Union Administration and state regulators have high expectations regarding the duties and oversight provided by supervisory committee members.

This webinar will provide an overview of the supervisory committee’s responsibilities, including the financial literacy requirements. We will provide guidance on what the supervisory committee should consider in hiring an outside auditor and the ongoing communications thereafter. Sample financial statements will be discussed for variance analysis, key items to consider and ratios commonly used in the credit union industry.

Program Length: 70 Minutes

Who Should Attend

  • Supervisory Committee
  • Audit Committee
  • Board of Directors
  • CEO
  • CFO
  • Internal Audit

Meet The Presenter:

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 CPAs, and the Beta Gamma Sigma Honor Society. He received his bachelor’s in accounting, cum laude, from the University of Arizona in Tucson.


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