Series

2019 Call Report Series

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Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Available for 6 months following Live
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up
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4-Part Series

This series will address multiple aspects of call reporting, including financial accounting, auditing financial statements, common mistakes, and classifications.

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Correctly completing Call Reports is essential. Once the reports are filed, they become public information and are often used by examiners, investors, and even consumers to monitor your institution’s current performance and historical trends. Filing Call Report corrections or amendments can be time-consuming and often result in a phone call from your regulator. Therefore, it is imperative to get it right the first time.

Call Report Series Topics

Presenter
Stephen J.M. Schiltz, CPA, CliftonLarsonAllen LLP

Session Dates & Descriptions

April 30, 2019
Introduction to Call Report Loan Classifications

The latest member business loan rule became effective January 1, 2017, and affected hundreds of accounts on the Call Report. The rule created new loan categories for junior lien 1-4 family residential properties and commercial loans that can complicate matters. The loan portfolio is the most significant asset for most credit unions, so it’s important that the loan classifications and related disclosures are correct. Highlights will include:

  • How to categorize loans by type for the Loans & Leases Schedule
  • What to include (and exclude) for delinquency reporting
  • Ensuring loan charge-offs and recoveries are accurately reported
  • Types and sources of unfunded loan commitments applicable to credit unions

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June 13, 2019
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 Report. It will address how to prepare the statement of financial condition and statement of income and expense and when to complete Schedule A – Specialized Lending, including:

  • Section 1 – Indirect Loans
  • Section 2 – Real Estate Loans and Lines of Credit (LOCs)
  • Section 3 – Loan Participations
  • Section 4 – Commercial Lending
  • Section 5 – Troubled Debt Restructurings (TDRs)
  • Section 6 – Purchased Credit Impaired Loans (PCILs)

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July 23, 2019
Call Report Preparation: Avoiding Common Errors

The Call Report is continually changing in response to new rules and regulations and NCUA’s Regulatory Modernization Initiative. Examiners are consistently reporting Call Report errors as findings, regardless of materiality. This program is designed to help you avoid common – yet costly – mistakes. Highlights will include:

  • Common errors that have resulted in examiner and auditor findings
  • Critical areas to review for completeness and precision
  • Enhancing the accuracy of the data entered into the Call Report
  • Real-world examples
  • Compliance with generally accepted accounting principles (GAAP) in a regulatory-reporting environment

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August 21, 2019
The Financial Statement Audit Process

What’s involved in auditing financial statements? What do auditors consider and how do they use the Call Report? This session will cover a lot of ground, starting with an independent auditor’s objective and concluding with a better understanding of how audit reports are created. Highlights will include:

  • How audit risks are assessed and how internal controls are evaluated
  • Audit tools and required communications
  • Use of Call Reports by external audit firms
  • Best practices when dealing with auditors

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MEET THE PRESENTER

CliftonLarsonAllen LLP
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