Call Report Fundamentals for New Preparers & Reviewers

We will explore reporting updates affecting purchased loans, fee income, and borrowing capacity, and connect these changes to specific Call Report requirements. We’ll also address internal controls, appropriate Credit Union Online access, and the separation of preparation and independent review responsibilities. Join us to examine critical areas, including the classification of cash clearing accounts, foreclosed and repossessed assets, and delinquency reporting. Build a strong foundation so that you can approach quarterly submissions with greater accuracy and confidence.