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#178781 - 04/12/04 04:20 PM Trust Audit Manual
HR Banker Offline
Diamond Poster
Joined: Oct 2002
Posts: 1,027
Can anyone suggest a good manual in learning how to perform a trust audit?

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Audit
#178782 - 04/12/04 07:06 PM Re: Trust Audit Manual
Tennismom Offline
Platinum Poster
Tennismom
Joined: Jan 2004
Posts: 768
I would start with the FDIC Trust Examination Manual.

Irwin Publishing has a few good resources - Trust Audit Guide and The Trust Risk Management Manual. You can purchase through Buy.com.

Also would recommend Cannon Financial Resource Library.

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#178783 - 04/13/04 12:23 PM Re: Trust Audit Manual
HR Banker Offline
Diamond Poster
Joined: Oct 2002
Posts: 1,027
Thanks. Someone else had mentioned the trust audit manual by Irwin Publishers. I've not been able to find it, even at buy.com. Any suggestions?

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#178784 - 04/13/04 04:24 PM Re: Trust Audit Manual
Tennismom Offline
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Tennismom
Joined: Jan 2004
Posts: 768
It may be possible that the Trust Audit Guide is out of print (I believe it had a copyright date in the early 90s).

I do know that both the Audit Guide and the Trust Risk Management Tool are authored by the same person.

The AICPA has a book entitled Guide to Audits of Financial Institutions that has a chapter covering the activities of
a Trust Department, but this is quite high-level.

Good Luck.

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#178785 - 04/13/04 05:32 PM Re: Trust Audit Manual
Anonymous
Unregistered

Try outsourcing the Trust audit for a few years to a someone with a certified trust auditor. That is what we ended up doing. We participate during the audit, so that we can learn how to do it. It is much easier than following a manual.

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