Financial Accounting & Reporting
July 16, 2026
Live Webinar:
DateJul 16, 2026Duration90 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
If your Call Report process feels identical to your internal financials, you could be missing the details regulators notice first.
Learn how to catch the subtle differences, avoid
costly missteps, and confidently prepare every section from the financial
statements through Schedules B to E.
KEY WEBINAR TAKEAWAYS
- Preparing the statement of financial condition and the statement of income and expense
- General ledger accounts that may be incorrectly categorized
- Investment reporting (Schedule B)
- Commitments and off-balance sheet exposures (Schedule C)
- Disclosing relevant shares and deposits information (Schedule D)
- Supplemental information relevant to your credit union (Schedule E)
BONUS MATERIALS
- Important links to NCUA’s Credit Union Online website, including upcoming cycle due dates, frequently asked questions, forms, and instructions
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 through
E.
WHO SHOULD ATTEND?
- Individuals involved in Call Report data collection, preparation, and review, with a focus on finance and accounting
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.
Presented By
Other Webinars That Might Interest You
Financial Industry Essentials Module 7: Intro to BSA: Laying the Foundation
by Dawn Kincaid
The Way Forward to MORE Time: How to Manage Your Time, Instead of It Managing You
by Debbie Peterson
Credit Reporting on Delinquent Loans
by David A. Reed
Internal Compliance Monitoring & Risk Assessment
by Emily Dent
Transitioning to a New SC Auditor: From RFP to Selection to Audit Findings
by David A. Reed
Security Officer Reports to the Board: Timing, Contents & Requirements
by Barry Thompson
Red Flags for Money Laundering
by Deborah L. Crawford
Identity Theft Red Flags & FACT Act Compliance
by David A. Reed
Advanced Financial Literacy for New & Experienced Directors: ALM Primer & Financial Accounting & Risk Issues
by Timothy P. Harrington
Effective Board Packets: Maximizing Reporting Effectiveness
by Dawn Kincaid
This Webinar Appears In
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC