Financial Accounting & Reporting
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
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
Presented By
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC
