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Understanding the Changes to 5300 Call Reports Webinar

June 2, 2010
1:00 p.m. – 2:30 p.m. MST

$159 Webinar Only

$159 CD Only

$179 Webinar and CD

In 2009 and 2010, there were significant changes made to the 5300 Call Report.  This webinar will help credit union employees understand the impact of recent changes.  It will provide a valuable introductory learning experience for anyone new to your credit union, as well as an excellent refresher course for experienced personnel.  Guidance, clarity, and insight into NCUA’s new requirements will be the key focus.

HIGHLIGHTS

• Line items and optional schedules, with particular focus on the accounting issues that affect its preparation
• Understand the NCUA Form 5300 and how to complete it accurately
• Knowledge that will allow you to reduce costly errors in report preparation

Presenter:   Robin D. Hoag, CPA, CMC, is the Senior Director of the Financial Institutions Group at Doeren Mayhew, an audit director, and management consultant.  During the past 34 years, Robin has developed a nationwide reputation as a credit union expert, working with more than 250 credit unions, ranging in size from $50 million to over $3 billion.  His expertise covers a wide variety of areas, including audit and internal control systems, mergers and consolidations, forensics and fraud, and credit union risk management.  Robin is a nationally-published author on audit systems and is a frequent speaker for numerous credit union organizations, including the ACUIA, AICPA, NACUSAC, CUNA, CUES, state leagues, and NCUA examiners.

Get Connected: It’s as easy as 1 - 2 - 3

1. Fill out the information below and submit registration.

2. Prior to the conference, you will receive a special instruction sheet outlining the computer login and telephone dial-in procedures, your password, a specific toll-free telephone number and handout materials.

3. On the day of the conference gather all the attendees around your computer and speakerphone, distribute copies of the handout material, and enjoy the conference.

Cancellation/Payment Policy: Substitutions are always welcome. No-shows and cancellations received five days or less prior to the event will be invoiced for the full registration fee. Please do not send payment; your credit union will be billed. Password information and materials will be e-mailed 48 hours prior to the session.