Call Report Series: 2025 Call Report Update & Avoiding Costly Mistakes
January 14, 2025
Live Webinar:
DateJan 14, 2025Duration90 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
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
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.
Presented By
This Webinar Appears In
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC
