FREE Webinars
FREE for NACUSAC Members!
NACUSAC webinars are a cost-effective, convenient training opportunity for anyone involved in credit union auditing or oversight. Learn more about topics like accounting, auditing, fraud prevention, regulatory compliance and more. Participants are eligible to earn CPE (continuing education) credit and NACUSAC University course credits if enrolled.
Webinars are $149 for non-members. Not a member? Learn more about joining NACUSAC.
2025 Fall Webinar Series
SEPT.
11
12:00 - 1:00 PM (Pacific)
1:00 - 2:00 PM (Mountain)
2:00 - 3:00 PM (Central)
3:00 - 4:00 PM (Eastern)
Key Factors in Evaluating and Selecting Financial (External), Internal Audit and Regulatory Compliance Firms
Join Doeren Mayhew's Lindsey Becker for an informative webinar designed to guide Supervisory Committee members, Management, and other key stakeholders through the process of selecting a qualified, independent auditor who aligns with the Credit Union's requirements for regulatory, expertise, and risk appetite.
After completing this course, you will be able to:
- Draft a clear and structured RFP that aligns with organizational goals and project needs.
- Define appropriate evaluation criteria based on project objectives, including technical capabilities, past performance, cost, and value.
- Develop a vendor onboarding plan that ensures smooth knowledge transfer and operational continuity.
Webinar Presenter
Lindsey Becker, CRCM
Senior Internal Audit and Compliance Manager
Financial Institutions Group
Doeren Mayhew
WEBINAR FORMS:
September 2025 Evaluation Form
September 2025 CPE Form
With more than 20 years’ experience, Lindsey helps compliance and internal audit clients identify risks and find solutions to related concerns. Well abreast of current trends affecting credit unions, community banks, mortgage companies and CUSOs in these compliance and internal audit segments, she researches and updates audit programs for clients of all sizes to meet the direct needs of their risk profile. Whether the audit focus is on deposits, lending or operations, Lindsey has the experience and skill set to develop an all-encompassing plan to manage controls, mitigate risks and remain compliant. Additionally, she has an extensive Bank Secrecy Act (BSA) background and experience conducting and supervising over 50 BSA audits annually.
As a Senior Manager, she oversees fieldwork, communicates with the institution’s management team, facilitates exit meetings, reports on engagement findings, and offers corrective and proactive recommendations. Supporting her efforts is a team of compliance and internal audit staff that provide effective services to more than 50 community bank and credit union clients under her supervision.
Continuing Education (CPE)
Recommend CPE credit: 1.0 credit
Field of Study: Auditing – Technical
Additional Information: Prerequisites: None
Who Should Attend: Supervisory Committee, Internal Audit Staff, Credit Union Staff
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Webinar Fees:
NACUSAC Members: FREE
Non-Members: $149
Get credit for one (1) continuing professional education (CPE) unit for this webinar. No advance preparation or prerequisites are required for this webinar. This is a basic level course in Accounting - Technical field of study granted through the National Association of State Boards of Accountancy (NASBA). This is a group-live offering.
NACUSAC University
Passing a six-question test on the material covered on this webinar satisfies the External Audit Selection course for NACUSAC University. Enrollees will receive an exam following the webinar. Only NACUSAC members are eligible to enroll in NACUSAC University.
Refunds, Cancellations and Complaints: No refunds will be granted for cancellation of webinar registrations. However, a credit will be applied to the non-member’s account for one year. For more information regarding refunds, complaints and/or program cancellation policies, please contact Lauren Macauley at lauren@nacusac.org or by calling 1-800-287-5949.