Supervisory Committee Audits: Best Practices

Date: August 8, 2012

Time: 2:00 PM- 3:30 PM CST

Live Webinar- $200
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.

On-Demand Web Link & Free CD ROM- $200
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.)

Both Live Webinar & On-Demand Web Link- $250
Options 1 and 2 described above (Included free CD Rom)

Special Registration Option for member credit unions under $20 million- $169
On-demand link only (does not include CD or live webinar)

About:
The Supervisory Committee has a very important role.  When credit unions fail, a common weakness has often been a weak Supervisory Committee.  This committee’s key role is to coordinate and manage the audit process.  This webinar will help Supervisory Committee members understand how to find the right audit firm; how to monitor, manage and evaluate the audit process; and audit steps the committee members can perform to assist in the audit process.

     HIGHLIGHTS
     - What kind of annual audit does your credit union need given the Rules and Regulations?
     - The role of the Supervisory Committee under Regulation 715
     - What the Supervisory Committee should look for when selecting an outside audit firm
     - Request for Proposal checklist for an outside audit firm
     - Checklist for interviewing and evaluating the outside audit firm after conclusion of the audit
     - Audit steps your committee can perform to assist in the audit process

*To register for this webinar,
CLICK HERE


For more information, please contact Carrie Buchholz at:
(P) 405.702.8622 ext. 215
(E) carrie@cuaok.org

Speakers

Harrington, Tim
Tim Harrington is a Certified Public Accountant who specializes in working with community financial institutions.  Since 1996, Tim has been President of TEAM Resources, a firm which provides consulting, strategic planning, and training from coast-to-coast.  

A presenter at over 1,000 financial conferences, seminars, and webinars, Tim has provided consulting and training for hundreds of community financial institutions in nearly every state and four countries.  Tim advises boards and senior management teams on strategy, profitability, and governance and works with staff on leadership and lending.  In addition, he is a faculty member of three financial institution schools and is the author of the popular lending software “Lenders Tax Analyzer” and has taught lending personnel how to obtain monthly income from tax returns since 1992.