Call Reports: Financial Accounting & Reporting
On-Demand Webinar:
StreamedJul 17, 2023Duration90 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
No one likes to make mistakes.
But
errors on Call Reports are worse because they are public and can lead to
increased scrutiny from regulators. With
so much at stake, this is the perfect time to learn about best practices and
updates to 2023 filings. Relevant examples will be provided.
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. In addition, there
have been recent updates to borrowing arrangements in Schedule C, Section 4
that will need to be incorporated in your 2023 filings. 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
"The information was very helpful and cleared up many questions."
- Cheryl, Cabway Telco Federal Credit Union
Presented By
© 2023 FINANCIAL EDUCATION & DEVELOPMENT, INC