Waypoint provides thorough annual reviews of a credit union’s assets, liabilities, and equity using review standards. Waypoint can also assist with fraud investigations bond claim preparation.
- Agreed Upon Procedures Reviews
- Bi-annual member account verifications
- 990- Preparation
- Opinion Audits (through Greg R. Schmidt, LLC)
- Fraud Investigation
- Call Report Review
- Uninsured Shares (5300) (page 4Line K)
- Loans to Officials (5300)
- Delinquency/ODP (5300)
- Merger Valuations