2022 Call Report Series

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  • Presenter’s contact info for follow-up

4-Part Series

This series addresses multiple aspects of Call Report preparation, including fundamentals, recent updates, common errors, auditing, and advanced lending schedules.

Call Report Series Topics

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Call Report preparation and questions are seemingly neverending. Call Reports say a lot about an institution’s financial health, stability, and risk profile – and once filed become public record. Anyone from examiners to consumers can monitor your institution’s current performance and historical trends. This in-depth series addresses the recent changes that affect your institution, identifies avoidable errors, and provides other critical information to enhance accuracy.

Presenter: Stephen J.M. Schiltz, CLA

Session Dates & Descriptions

January 10, 2022
Call Report Update & Top 10 Errors

The Call Report is continually changing in response to new accounting standards, rules, regulations, and NCUA’s Modernization Initiative. Many of the recent changes relate to clarification of the Call Report instructions, which can significantly impact the information reported. Examiners are consistently reporting Call Report errors as findings, regardless of materiality. This program will explore recent changes, the impact of loan modifications, and the top 10 errors to help you avoid common – yet costly – mistakes.

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April 5, 2022
Introduction to Call Reporting

If you are new to the call reporting process, it is important to learn all you can. 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 and stability. This session will provide an overview of the Call Report process, including internal controls and critical areas of focus.

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July 18, 2022
Advanced Lending Schedules: Commercial Loans, Indirect Loans, CARES Act Loan Modifications & More

The Call Report advanced lending schedules cover seven different sections over a span of four pages. Many consider Schedule A – Specialized Lending to be the most complex and confusing part of the entire Call Report. This webinar will decipher and clarify the instructions related to Schedule A and provide context and examples for commercial loans, indirect loans, CARES Act loan modifications, and more. Increase your Call Report acumen and confidently complete the Call Report in a timely and accurate fashion.

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October 20, 2022
Auditing Call Reports

Call Reports contain a significant amount of information, but how is that information evaluated by examiners and auditors? The Call Report says a lot about the financial health, stability, and risk profile 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.

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