Call Report Series: Call Report Fundamentals for New Preparers & Reviewers

Auditing & Accounting Directors Senior Management Senior Management & Directors

On-Demand Webinar:

StreamedApr 15, 2025Duration90 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

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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

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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.