Call Report Series: 2025 Call Report Update & Avoiding Costly Mistakes

Auditing & Accounting Directors Senior Management Senior Management & Directors

On-Demand Webinar:

StreamedJan 14, 2025Duration90 minutes

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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It’s impossible to overstate the importance of Call Report accuracy.

Part of maintaining accuracy is staying abreast of the updates. This important webinar will take you through the most-recent changes so that you can complete the report with confidence and current knowledge. This detailed presentation will benefit new and seasoned reporters alike and help them avoid costly 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 (CECL)
Evaluate the reporting of troubled loan modifications (TLMs)
Distinguish between the different types of assets used to fund employee benefit plans
Avoid costly mistakes and prevent audit/examination findings

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WEBINAR DETAILS

The Call Report is constantly changing and it’s important that you stay up to speed, whether you are new to the process or a veteran. Many of the recent changes relate to the adoption of new accounting standards, including the Current Expected Credit Losses (CECL) model. 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.