2024 Call Report Series

Live Webinar:
  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions
On-Demand Webinar:
  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
See Registration Options
90-minute webinars - available live or on-demand

  • 2024 Call Report Update & Top 10 Errors
  • Call Report Fundamentals for New Preparers & Reviewers
  • Financial Accounting & Reporting
  • Auditing Call Reports: Compliance & Best Practices

Purchase webinars individually or buy the whole series to save 10%!


Preparing and filing the Call Report is estimated to take over 80,000 hours a year, according to the NCUA. This huge time commitment and the vast number of disclosures opens the door for mistakes, which can be penalized up to $1 million per day! This series will create awareness of recent changes and arm you with the necessary resources to prepare and analyze Call Reports.

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

Included Webinars:

2024 Call Report Update & Top 10 Errors
Jan 9, 2024Webinar

2024 Call Report Update & Top 10 Errors

Whether you are a veteran or new to the Call Report process, staying abreast of changes – including changes in the examiners’ gaze – can be challenging. This beneficial program will provide the scoop on new information you should know and reveal the top 10 errors so you can increase accuracy and avoid mistakes.
Call Report Series: Call Report Fundamentals for New Preparers & Reviewers
Apr 9, 2024Webinar

Call Report Fundamentals for New Preparers & Reviewers

The Call Report includes financial and general information used by regulators, auditors, credit union management, supervisory/audit committees, staff, and others to evaluate a credit union’s financial health, stability, and performance. This session will provide an overview of the Call Report process, including internal controls and critical areas of focus.
Financial Accounting & Reporting
Jul 11, 2024Webinar

Financial Accounting & Reporting

Preparing financial statements for the Call Report is just like preparing your own internal financial statements, right? Think again! There are subtle differences that may go unnoticed. This session will provide tips, tricks, and relevant examples to assist in preparing the quarterly Call Reports. It will address how to prepare the statement of financial condition, statement of income and expense, and Schedules B, C, and D.
Auditing Call Reports: Compliance & Best Practices
Oct 8, 2024Webinar

Auditing Call Reports: Compliance & Best Practices

Call Reports contain a significant amount of information, but how is that information evaluated by examiners and auditors? The Call Report tells a story about the operations and complexity of the credit union and impacts the extent of the procedures performed. There are countless disclosures that also appear in a credit union’s financial statements and are validated as part of the audit process. This session will provide insights so that you are prepared for your next audit and examination.