Call Report Series: Call Report Fundamentals for New Preparers & Reviewers
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
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
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.
Presented By
This Webinar Appears In
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC
