Financial Accounting & Reporting

Auditing & Accounting Human Resources

On-Demand Webinar:

StreamedJul 11, 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

Call Report financial statements can be tricky to prepare.

Do you understand the nuances and potential for errors? Are you skilled at preparing Schedules B, C, and D? Join this webinar to get expert advice, clarity, and examples so you can do it right the first time!

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Prepare the statement of financial condition and the statement of income and expense
Identify general ledger accounts that may be incorrectly categorized
Understand investment reporting (Schedule B)
Report commitments and off-balance sheet exposures (Schedule C)
Disclose relevant shares and deposits information (Schedule D)

WEBINAR DETAILS

Preparing financial statements for the Call Report is just like preparing your own internal financial statements, right? Think again! There are subtle differences that may go unnoticed. This session will provide tips, tricks, and relevant examples to assist in preparing the quarterly Call Reports. It will address how to prepare the statement of financial condition, statement of income and expense, and Schedules B, C, and D.

WHO SHOULD ATTEND?

This informative session is designed for individuals involved in Call Report data collection, preparation, and review, with a focus on finance and accounting.

TAKE-AWAY TOOLKIT

Important links to NCUA’s Credit Union Online website, including upcoming cycle due dates, frequently asked questions, forms, and instructions
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.

TESTIMONIALS

"Very easy to follow and a good resource."

- Pam, LAFCU

"The 5300 Report broken down into line-by-line detail information needed to complete the Call Report. The compliance requirements and the mention of what reporting information has changed. I have never completed the Call Report, but I have the confidence to attempt a submission. The toolkit is very helpful."

- Martha, Park Manor Christian Church Credit Union