Call Report Fundamentals for New Preparers & Reviewers

Auditing & Accounting Human Resources Senior Management & Directors

On-Demand Webinar:

StreamedApr 9, 2024Duration90 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

With Call Reports, accuracy is paramount, but so is timeliness.

NCUA reinstated civil money penalties for failing to submit NCUA Form 5300 Call Report on time, effective January 1, 2024 – up to $1 million per day! This practical program will give new preparers and reviewers essential, expert insights into the world of call reporting.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Explain what a Call Report is and why it’s important
Identify recent updates
Establish effective Call Report internal controls
Focus on critical areas to review for completeness and precision
Understand how Call Reports are used by examiners and auditors
Maintain supporting documentation to assist outside parties

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WEBINAR DETAILS

The Call Report includes financial and general information used by regulators, auditors, credit union management, supervisory/audit committees, staff, and others to evaluate a credit union’s financial health, stability, and performance. This session will provide an overview of the Call Report process, including internal controls and critical areas of focus.

WHO SHOULD ATTEND?

This informative session is designed for individuals new to the call reporting process, with a focus on accounting, finance, and internal audit.

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.