2026 Call Report Update & Top 10 Errors
January 15, 2026
Live Webinar:
DateJan 15, 2026Duration90 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
Stay ahead of regulatory changes and reporting challenges!
This session will walk you through the latest
revisions, clarify key instruction enhancements, and help you understand the
impact of CECL and troubled loan modifications. Review top reporting pitfalls
and learn proven strategies to avoid common errors that trigger audit or exam
findings — keeping your institution accurate, compliant, and confident heading
into 2026.
KEY WEBINAR TAKEAWAYS
- The most recent changes to the Call Report
- Enhancements to the Call Report instructions
- Impact of the Current Expected Credit Losses (CECL)
- Reporting of troubled loan modifications (TLMs)
- Distinguishing between the different types of assets used to fund employee benefit plans
- How to summarize borrowing capacity, including draws and assets pledged
- Top 10 errors that can lead to audit and examination findings
BONUS MATERIALS
- Important links to NCUA’s Credit Union Online website, including updated Call Report forms, instructions, an
WEBINAR DETAILS
The National Credit Union Administration
(NCUA) recently reinstated civil money penalties for late Call Report filing.
Examiners are consistently reporting Call Report errors as findings, regardless
of materiality. The Call Report is constantly changing and it’s important that
you are up to speed, whether you are new to the call reporting process or a
veteran. This program will explore recent changes and how to avoid common – yet
costly – mistakes.
WHO SHOULD ATTEND?
- Individuals involved in the Call Report data
collection, preparation, and review process, with a focus on
- Accounting
- Finance
- Lending/Collections
TAKE-AWAY TOOLKIT
- 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
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