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 Spring Webinar Series
APRIL
3
12:00 - 1:00 PM (Pacific)
1:00 - 2:00 PM (Mountain)
2:00 - 3:00 PM (Central)
3:00 - 4:00 PM (Eastern)
Unlocking Financial Oversight Excellence: A Deep Dive into the Supervisory Committee's Role in Reviewing Annual Audited Financial Statements
Join us for an informative webinar designed to empower Supervisory Committee members, Board members, and internal auditors of Credit Unions with a comprehensive understanding of their roles in reviewing annual audited financial statements. Through this session, participants will gain the necessary knowledge and insights to effectively oversee financial reporting, identify irregularities, and navigate auditor's reports, thereby ensuring robust financial governance within their organizations.
After completing this course, you will be able to:
- Explore the specific duties of the Supervisory Committee in relation to annual financial statements, thereby enhancing your understanding of your role and responsibilities.
- Discover practical strategies for thoroughly understanding and effectively analyzing annual audited financial statements.
- Learn how to identify potential irregularities in financial statements and understand the steps to take when such irregularities are spotted.
- Gain insights into reviewing and interpreting auditor's reports and other communications.
- Understand the importance of these responsibilities in maintaining the financial health and regulatory compliance of your credit union.
Webinar Presenter
Barry M. Pelagatti, CPA
Partner, Audit Services Group
RKL LLP
Barry M. Pelagatti, CPA, Partner, Audit Services Group, RKL LLP
With three decades of experience, Barry Pelagatti has been a trusted business advisor to financial institutions throughout the Mid-Atlantic. His noteworthy reputation among this sector stems from his proactive and innovative approach to helping clients manage evolving challenges like cyber risk and regulatory compliance and improving operating efficiency.
As Partner in RKL’s Audit Services Group and leader of its Financial Services Industry Group and Risk Service Group, Barry directs the strategy, growth and management of the firm’s robust spectrum of solutions for banks, credit unions and other institutions, ranging from traditional assurance and tax services to cutting edge capabilities like data security assessments and business continuity planning.
As Managing Partner of RKL’s Exton Office, Barry oversees the general operations for this location and leads the effort to expand the firm’s visibility and impact in the Greater Philadelphia region. Barry’s commitment to client service excellence is also underscored by his cultivation of the next generation of accounting and professional service leaders. Driven to find the best and highest use for each individual’s talent and skillset, he is actively engaged in firm-wide mentorship, recruitment and professional development initiatives.
Continuing Education (CPE)
Recommend CPE credit: 1.0 credit
Field of Study: Accounting – 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 prerequesites 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 Financial Statements course for NACUSAC University. Enrollees will receive an exam folloing 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.