Venue
Webinar
Webinar

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Event Date Tue Mar 22 UTC - Thu Mar 24 UTC (over 2 years ago)
In your timezone (EST): Mon Mar 21 8:00pm - Wed Mar 23 8:00pm
Region All
Details

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 for Credit Unions and take full advantage of all the reporting options available to you.

This three-day virtual program is a must for credit union accounting professionals or anyone aiding in the completion of the report.

The agenda will cover:
• An overview of new regulatory reporting requirements
• Detailed discussion on all relevant schedules
• Insights into how you can distinguish the accounting, business, or regulatory rationale behind many of the specific filing orders
• 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

Speakers

2022 Speakers

Tracy Montez
Senior Vice President - Controller, Texans Credit Union