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Understanding & Utilizing Call Reports for Credit Union Governance

Date: July 30, 2013

Time: 3:00pm - 4:30pm

Location: Webinar


The board is required to understand the basics of a balance sheet and income statement and be in a position to ask substantive questions about the financial health and direction of the credit union. From balance sheet irregularities to the basics of corporate financial literacy, today’s boards are faced with increasing pressure to stay informed of the complex regulatory and business realities of the financial services marketplace.

The 5300 Call Report is the backbone of the financial reporting system. The NCUA requires all federally-insured credit unions to submit this detailed financial information so they can assess the general financial health of the credit union and observe important trends. Do you know how the information is prepared and submitted by your credit union? More importantly, do you know how to use the data to assist you with credit union governance? This session is designed to give you general guidance and practical tips for understanding your 5300 Call Report obligations and the opportunities presented by this valuable tool.

Continuing Education: Attendance verification for CE credits upon request

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  • Call Report basics:  From format to filing dates
  • Review of available Call Report information and schedules
  • Navigating the NCUA website
  • Understanding the available reports: From key ratios to full financial reports
  • Tips and tricks to gain the most from Call Report review
    • Step-by-step guide to accessing Call Reports
    • Electronic training log
    • Quiz you can administer to measure staff learning and a separate answer key


This informative session is designed for credit union volunteers that need or want a basic understanding of their credit union’s financial health, especially directors, associate directors, Supervisory Committee members, volunteer committee members, and aspiring volunteers.