2026 Call Report Update & Top 10 Errors

Auditing & Accounting

On-Demand Webinar:

StreamedJan 15, 2026Duration90 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

See Registration Options

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

This webinar is part of the 2026 Call Report Series

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.

TESTIMONIALS

"Excellent presentation on Call Report Errors and new changes to the Call Report. Stephen Schiltz was very knowledgeable and made everything easy to understand."

- Joann, TrailNorth Federal Credit Union