How to Effectively Prepare for an Audit or Exam
DATE
March
18,
2024
TIME
All day
LOCATION
Audits and exams can be overwhelming and stressful. This one-hour session will discuss five key steps your institution can take to prepare for an upcoming exam or audit to reduce anxiety and improve the overall experience. Strategies to reduce anxiety and improve the overall experience is the learning objective of this training.
Danielle Damon is a manager in Wipfli’s financial institutions practice. She works with financial institution clients as a consultant in the areas of process improvements, customized business solutions, Call Report preparation, review and training, and risk based internal audit. Danielle’s experience includes over 20 years of working in the financial institutions industry. She uses this experience to evaluate processes, develop solutions, considering the internal control environment, and provide customized process updates and training to lead financial institutions to success.
Wipfli brings the curiosity needed to uncover what’s been overlooked. Our ingenuity helps create unexpected results. Our team of more than 3,200 associates works together to bring integrated solutions to turn data into insights, to optimize workflows, to increase margins and to transform through digital innovation. Others see problems. We see possibilities. Our people are eternal students, bringing cross-industry experience and creativity to help clients see beyond today’s most complex business challenges.
2855 East Guasti Rd., Suite 202
Ontario, CA 91761
909.212.6000
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Sacramento, CA 95814-3992
916.325.1360
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9770 South Virginia Street
Reno, NV 89511-5941
202.638.5777 www.cuna.org
www.dfpi.ca.gov
Clothilde “Cloey” V. Hewlett — 415.263.8500
fid.state.nv.us
702.486.4120 (Las Vegas)
775.684.2970 (Carson City)