Dear Hilary – Helping with Examiners
February 2017

Dear Hilary,

A few weeks ago, Derrick wrote about the “3 Best Practices to Prepare for Your Regulator Examination.” He made a suggestion for the minimum reports we should be running, but is there any way someone could help us get prepared for the examiners and help us run reports?

VE Fan


Dear VE Fan,

I often joke with clients that my job is really about making their life easier – but seriously! Yes, we would love to help you get prepared so that you are confident when the examiners arrive.

As one of our clients, we offer you unlimited and free training. This means you can go through our help center to reserve one-on-one time with us, and this time can be used to get assistance on running reports and asking questions so that you feel confident in how you are interpreting the results.

Since we assist our clients in getting ready for examiners, we stay up-to-date on what the examiners are looking for. When we meet with you, we will make sure to share the trends of what we see examiners are looking for.

Don’t forget our Valentine Day Special for our National Analytics Conference ends tomorrow.

Have a Happy Valentine’s weekend!

Related Blog Posts
Further Your Education