Auditing Call Reports: Compliance & Recommended Practices

Auditing & Accounting

On-Demand Webinar:

StreamedOct 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

Your Call Report tells your institution's story.

Make sure it is accurate before your auditor or examiner reads it. This webinar will help credit unions strengthen Call Report accuracy by understanding how auditors and examiners evaluate reported data, validate key disclosures, and identify compliance risks before the next examination.

KEY WEBINAR TAKEAWAYS

How call reports are used by examiners and auditors
Effective internal controls over call reporting
Coordinating and facilitating examination and audit requests
Critical areas to review for completeness and precision

This webinar is part of the Call Report Series

BONUS MATERIALS

Important links to NCUA’s Credit Union Online website, including upcoming cycle due dates, frequently asked questions, forms, and instructions

WEBINAR DETAILS

Call Reports contain a significant amount of information, but how is that information evaluated by examiners and auditors? The Call Report tells a story about the operations and complexity of the credit union and impacts the extent of the procedures performed. There are countless disclosures that also appear in a credit union’s financial statements and are validated as part of the audit process. This session will provide insights so that you are prepared for your next audit and examination.

WHO SHOULD ATTEND?

Individuals involved in preparing and reviewing Call Reports, including internal audit and audit liaisons

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.