Mar 20

Call Report Series:
Recent Call Report Changes & Top 10 Errors

Registration Options & Pricing

Please select your membership status.

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

9:00 am – 10:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

The Call Report is continually changing in response to new rules and NCUA’s Regulatory Modernization Initiative. The new member business loan rule became effective January 1, 2017, and affected hundreds of accounts on the Call Report. This program will cover recent changes, as well as the top 10 errors to help you avoid common (and costly) mistakes.

Continuing Education: Attendance verification for CE credits upon request


  • New loans and leases schedule (page 6)
  • What to include/exclude in loan and delinquency schedules
  • Accounting for foreclosed and repossessed assets
  • How to avoid common mistakes and prevent audit/examination findings
  • Practical examples and resources available

    • Links to NCUA’s Credit Union Online website, including updated Call Report forms, instructions, and recent changes
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

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This informative session is designed for individuals involved in the Call Report data collection, preparation, and review process, with a focus on accounting, finance, and lending/collections.

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


CliftonLarsonAllen LLP
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