5300 Call Report Basics for Credit Unions 2019 | Financial Managers Society | 4 March 2019 | Rosen Shingle Creek, 9939 Universal Blvd, Orlando, FL 32819, USA

With changes implemented that will have an impact on your credit union’s 5300 Call Report filing, maintaining a high standard of efficiency when filing your next quarterly report is essential. Having a firm and knowledgeable grasp of the form is one thing, but keeping up with the latest changes and insights to ensure you’re meeting regulatory expectations is another matter.

Join FMS for 5300 Call Report Basics for Credit Unions and take full advantage of all the reporting options available to you. This two-day seminar is a must for credit union accounting professionals – both veterans and first-time filers. The agenda will cover:
• An overview of new regulatory reporting requirements and how best to implement them into your reporting
• Detailed discussion on all relevant schedules as well as the Risk-based Net Worth Calculation Worksheet
• Insights into how you can distinguish the accounting, business, or regulatory rationale behind many of the specific filing dictates
• Tips and techniques to accurately and efficiently prepare your credit union’s regulatory report
• How to recognize and avoid common errors and reduce costly mistakes
• Ensure you’re armed with the tools to prepare for your next filing and register to attend 5300 Call Report Basics for Credit Unions today!

2019 Speaker

Kevin Durrance
President and Chief Executive Officer, Texans Credit Union