What You Need to Know Before Your Next Offsite NCUA Exam

Wednesday, July 8, 2020

Robin Hoag, Doeren Mayhew
Bill Astrab, Doeren Mayhew
Dean Rohne, CliftonLarsonAllen

Two of the nation’s top CPA firms get you ready for your next NCUA exam. Issues tackled during this webinar include:

  • How to calculate forbearance
  • Determining credit risk
  • Evaluating loan concentration
  • Effective recommendations on documentation
  • Monitoring

It is a different world and your next exam will be different too. Don’t get caught short. Representatives from Doeren Mayhew and CliftonLarsonAllen will give you a head-start on how to survive your next exam.  The information provided in the webinar will be useful for the NCUA Town Hall the following day.

About the Presenters:

Robin Hoag is a Shareholder and Practice Leader in Doeren Mayhew’s Financial Institution Group. With more than 40 years of industry experience, he has provided insight to more than 300 financial institutions. Robin provides risk management services, audits, compliance reviews and fraud investigations to credit unions and CUSOs nationwide.

Bill Astrab is a Shareholder in the Financial Institution Group at Doeren Mayhew and is a CPA. For more than 30 years, Bill has offered valued audit insight and employee benefit plan advice to more than 350 credit unions and CUSOs.

Dean Rohne is a Principal at CliftonLarsonAllen where he has over 20 years of experience delivering audit and consulting services to credit unions. He provides advice in areas including business lending, enterprise risk management (ERM) and asset liability management (ALM).

Handouts


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