Financial Accounting & Reporting

Auditing & Accounting

On-Demand Webinar:

StreamedJul 16, 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

See Registration Options

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)

This webinar is part of the Call Report Series

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.