Preparing Your Credit Union's 5300 Call Report

 Human Resources  Compliance/Regulatory

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

Are you new to call reporting, or are you looking to solidify your understanding? The call report is an important document that is publicly available and used extensively by examiners and auditors to evaluate the risk and financial performance of your credit union. The stakes for accurate call reporting couldn’t be higher with potential penalties of up to $1 million. This informative webinar will cover the following:

  • What is a call report?
  • Recent updates
  • Internal controls
  • Critical areas and common mistakes
  • How call reports are used by federal and state examiners
  • How call reports can be used by your external audit firm
  • Other items to consider

Program Length: 82 Minutes

Who Should Attend

  • CEO
  • CFO
  • COO
  • Operations
  • 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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