How to Effectively Prepare for an Audit or Exam

RELEASE DATE: March 18, 2024
DURATION: 60 MINUTES

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.

MEET THE SUBJECT MATTER EXPERT

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.