2024 Call Report Update & Top 10 Errors

January 9, 2024

Auditing & Accounting Directors Human Resources Operations

Live Webinar:

DateJan 9, 2024Duration90 minutes

12:00 PM PST01:00 PM MST

02:00 PM CST03:00 PM EST

Unlimited connections for your institution
Available on desktop, mobile & tablet
Take-away toolkit
Presenter’s contact info for questions

On-Demand Webinar:

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

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Whether you are a veteran or new to the Call Report process, staying abreast of changes – including changes in the examiners’ gaze – can be challenging.

This beneficial program will provide the scoop on new information you should know and reveal the top 10 errors so you can increase accuracy and avoid mistakes.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Explain the most recent changes to the Call Report
Understand the impact of the current expected credit losses methodology (CECL)
Evaluate the reporting of loan modifications to borrowers experiencing financial difficulty
Distinguish between different types of assets used to fund employee benefit plans
Avoid costly mistakes and prevent audit/examination findings

Save when you buy the series!

WEBINAR DETAILS

The Call Report is constantly changing and it’s important that you are up to speed. Many recent changes relate to the adoption of new accounting standards, including CECL. Examiners are consistently reporting Call Report errors as findings, regardless of materiality. This program will explore recent changes, CECL’s impact, and how to avoid common – yet costly – mistakes.

WHO SHOULD ATTEND?

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.

TAKE-AWAY TOOLKIT

Important links to NCUA’s Credit Union Online website, including updated Call Report forms, instructions, and recent changes
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

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

Presented By

Stephen J.M. Schiltz

CLA

This Webinar Appears In

2024 Call Report Series