Call Report Series: Call Report Fundamentals for New Preparers & Reviewers
April 15, 2025
Live Webinar:
DateApr 15, 2025Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
- 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
Quarterly Call Reports bring ongoing challenges, including hundreds of pages of instructions, a myriad of schedules, and multiple opportunities for errors.
Accuracy is paramount because
Call Reports have a wide audience, including regulators, auditors, staff, and
more. This well-timed webinar will expand your knowledge, improve precision,
and cut through the information overload. If you are new to Call Reports, this
is a must-attend session!
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Explain what a Call Report is and why it’s important
- Identify recent updates
- Establish effective internal controls over Call Reports
- 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
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC