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Webinar Calendar

Our League webinars offer training on topics for all aspects of credit union operations. You'll have the choice to participate in the live webinar only, purchase the recorded webinar or both. Included with all League webinars are the training log, quiz and answer key.

From time-to-time our webinar calendar will also show webinars from system partners. This is done as a courtesy to further your learning options and you should contact the system partner for details on those webinars.


Accessing, Understanding & Using Call Reports for the Board

Get guidance and practical tips for using your credit union’s call report.

Jan 09, 2018 02:00 PM   -­­  Jan 09, 2018 03:30 PM
CT
Location


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Type of Event
Webinar

Who Should Attend
  • Webinars
  • Board Member

Register

Description

The 5300 Call Report is the backbone of the financial reporting system. NCUA requires all federally insured credit unions to submit this detailed information for use in assessing credit unions’ financial health and observing important trends. NCUA also uses the Call Report as the basis for examinations and has begun levying penalties when it’s not correctly completed.

How is your credit union’s Call Report information prepared and submitted? What does it indicate about your institution? Could you identify an issue in your reporting system? How can the data assist with governance? Volunteers face increasing pressure to stay informed of the complex regulatory and business realities of the financial services marketplace. This session will provide guidance and practical tips for using your credit union’s call report.

Learning Objectives

  • Call Report basics: from format to filing dates
  • Call Report information and schedules
  • Navigating the NCUA website
  • Understanding the reports: from financial performance ratios to full financial reports
  • Tips to gain the most from a Call Report review

Speaker

David A. Reed, JD, Reed & Jolly, PLLC

Download the brochure >>