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Introduction to Call Reporting

Apr 05 2:00 PM - Apr 05, 2022 3:30 PM
Apr 05, 2022 2:00 PM - 3:30 PM
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The NCUA completely restructured the Call Report format as of March 31, 2022. This webinar will provide a solid introduction to Call Reports. In addition, everyone who assists with Call Report preparation has no time to lose in learning about the revised process. New and seasoned preparers will benefit from this well-timed webinar.

Learning Objectives

  • Explain what a Call Report is and why it’s important
  • Identify recent updates due to the Call Report Modernization (CRM) Project as of March 31, 2022
  • 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

The National Credit Union Administration (NCUA) started the CRM Project in 2016 and completely restructured the Call Report as of March 31, 2022. Whether you are new to the call reporting process or a veteran, it is important to know and understand the new format. 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 and stability. This session will provide an overview of the new Call Report process, including internal controls and critical areas of focus.



Stephen J.M. Schiltz, CLA

Steve Schiltz is a principal with CLA’s Tucson office. He began his career with CLA in 2002 and has extensive experience providing assurance and consulting services to community financial institutions. Steve has made presentations to management teams, supervisory committees, and boards of directors, as well as national speaking engagements and webinars.

A licensed CPA in Arizona and Texas, Steve is a member of the AICPA, Arizona Society of CPAs, and the Beta Gamma Sigma Honor Society. He received his bachelor’s in accounting, cum laude, from the University of Arizona in Tucson.




Your registration includes unlimited locations, making it easier to share and learn with remote staff.

Please note: You may share the link with others at your credit union, however the confirmation will be sent to one primary contact at your credit union. It will be up to the primary contact to share the material with others.

Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • On-Demand Webinars
  • Compliance