Introduction to Call Reports: Overview, Focus & Internal Controls

Auditing & Accounting Directors Human Resources Operations Senior Management

On-Demand Webinar:

StreamedOct 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

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Call Report preparers need to know how to compile and file the applicable schedules and must also keep up on the latest changes.

Precision is paramount because Call Reports have a wide audience, including regulators, auditors, staff, and more. Use this webinar to expand your knowledge, improve internal controls, and maintain related documentation.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Explain what a Call Report is and why it’s important
Identify recent updates
Establish effective internal controls over call reporting
Focus on critical areas to review for completeness and precision
Understand how Call Reports are used by examiners and auditors
Maintain supporting documentation to assist outside parties

WEBINAR DETAILS

The Call Report is constantly changing and it’s important to be up to speed – whether you are a veteran or new to the call reporting process. The Call Report includes financial and general information used by regulators, auditors, credit union management, supervisory/audit committees, staff, and others to evaluate a credit union’s financial health, stability, and performance. This session will provide an overview of the Call Report process, including internal controls and critical areas of focus.

WHO SHOULD ATTEND?

This informative session is designed for individuals new to the call reporting process, with a focus on accounting, finance, and internal audit.

TAKE-AWAY TOOLKIT

Important links to NCUA’s Credit Union Online website, including updated Call Report forms, instructions, and recent changes
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

Stephen J.M. Schiltz

CLA

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