Examiner-in-Charge School May 2023

Exam Management & Role as an EIC

Scope the exam, contact bankers, send request list, etc. 1. Pre-Planning

Start exam work, organize requested information, communicate with staff, etc. 2. Exam Prep

Majority of exam, meetings, etc. Communication and time management are key! 3. Exam

4. Exit Meeting

Use an agenda, vet findings prior to meeting, be prepared, and NO SURPRISES!

Review/edit examiner comments, ensure conclusions are supported, and match the tone throughout. 5. Report Writing

Use an agenda, focus on significant items, know your audience, and PREPARE! 6. Board Meeting

Varies, review exam responses, feedback to other examiners, etc. 7. Exam Follow-Up