Call Report Fundamentals for New Preparers & Reviewers

Auditing & Accounting Senior Management & Directors

On-Demand Webinar:

StreamedApr 23, 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

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Unlock the story behind the numbers! Learn how to strengthen accuracy, transparency, and confidence in every call report submission.

Master the essentials before mistakes cost you — build confidence and accuracy in your Call Report from page one. This presentation will simplify the complexity for new preparers and reviewers by guiding you through key schedules, filing requirements, and reporting processes.

KEY WEBINAR TAKEAWAYS

What a call report is and why it’s important
Recent updates
Effective internal controls over call reporting
Critical areas to review for completeness and precision
How call reports are used by examiners and auditors
Supporting documentation to assist outside parties

This webinar is part of the 2026 Call Report Series

BONUS MATERIALS

Important links to NCUA’s Credit Union Online website, including updated call report forms, instructions, and recent changes

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?

Individuals new to the call reporting process
Accounting
Finance
Internal audit

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.