Whether your year-end is calendar or fiscal, there are a few things you can do to make the future-you happy. Examiners and auditors thoroughly enjoy marking off their-checklist of items to review and criticize. Most times the request letters ask for the same documents year-after year. Create an exam folder complete with instructions for yourself for the following year.
Interest rate risk, call reports, budget, ALCO, board meetings, re-doing the budget, exams, audits, holiday parties, vacation schedules…I’m already exhausted. My suggestion, budget your time! I can’t tell you how many times I hear clients say they had to postpone scheduled days off to complete their workload. This is the perfect time to plan what you can before year-end.