Dates of Event & Pricing

$249 for Webinar and Playback*

*Playback has no expiration and may be shared internally.

  • Wednesday, August 21, 2019

  • 12:00 – 1:00 pm (Eastern Time)

  • 11:00 – 12:00 pm (Central Time)

  • 10:00 – 11:00 am (Mountain Time)

  • 9:00 – 10:00 am (Pacific Time)

Curriculum

The quick solutions to resolving audit and exam findings is to add another approval, verification or line to a check list.  Over time, this creates unnecessary activities and steps that we continue to do “because we have always done it that way.”

Looking at audit and exam findings from a Lean perspective, we can determine the root cause, and use process improvement tools to create an efficient process that satisfies regulatory requirements, strengthens internal controls and improves our customer’s experience. 

Instructor

  • Danielle Heidemann

    Danielle Heidemann

    Wipfli CPAs and Consultants / Sr Specialist


    Danielle Heidemann is an internal audit senior specialist in Wipfli LLP’s financial institutions practice. Focused on providing internal audit and Bank Secrecy Act (BSA) services, she has extensive financial industry knowledge and experience. Danielle is skilled at evaluating internal controls and assisting clients with practical and value-added recommendations.

Credits

1.0 CPE Credits & 1.2 AAP Credits