Tuesday
Jan 9
2018

Supervisory Committee & Board Training: Accessing, Understanding & Using Call Reports

Registration Options & Pricing

Please select your membership status.


Live Webinar Includes

  • One connection to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available six 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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Tuesday, January 9, 2018

10:00 am – 11:30 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 5300 Call Report is the backbone of the financial reporting system. NCUA requires all federally insured credit unions to submit this detailed information for use in assessing credit unions’ financial health and observing important trends. NCUA also uses the Call Report as the basis for examinations and has begun levying penalties when it’s not correctly completed.

How is your credit union’s Call Report information prepared and submitted? What does it indicate about your institution? Could you identify an issue in your reporting system? How can the data assist with governance? Volunteers face increasing pressure to stay informed of the complex regulatory and business realities of the financial services marketplace. This session will provide guidance and practical tips for using this essential tool.

Continuing Education: Attendance verification for CE credits upon request

HIGHLIGHTS

  • Call Report basics: from format to filing dates
  • Call Report information and schedules
  • Navigating the NCUA website
  • Understanding the reports: from financial performance ratios to full financial reports
  • Tips to gain the most from a Call Report review

  • TAKE-AWAY TOOLKIT
    • Regulatory guidance
    • Sample Call Report form
    • List of key financial ratios
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

DON'T MISS THIS RELATED WEBINAR!

"Supervisory Committee Overview: Rules, Regulations & Best Practices"
Thursday, March 1, 2018

WHO SHOULD ATTEND?

This informative session is designed for directors, Supervisory Committee members, volunteers, senior executives, compliance staff, internal auditors, and anyone involved with finance, volunteers, or credit union governance.

PLEASE NOTE: Program content is subject to copyright and intended for your individual financial institution’s use only.

MEET THE PRESENTER

Reed & Jolly, PLLC
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