Maximizing Call Reports for Board Members

RELEASE DATE: JULY 21, 2025
ANTICIPATED DURATION: 60 MINUTES

Understanding the financial health of your credit union is vital for every stakeholder. Beyond being a cornerstone of institutional success, it is also a regulatory requirement for the Board of Directors to grasp the fundamentals of balance sheets and income statements. This knowledge equips them to ask meaningful questions and make informed decisions about the credit union’s financial trajectory. The NCUA Call Reports provide a powerful tool for monitoring financial performance. They offer easy access to key data, allowing comparisons with other credit unions in your region or those with similar business models. In this session, we’ll dive deep into the structure, limitations, and practical applications of Call Reports.

SUBJECT MATTER EXPERT

Attorney, author, consultant and nationally recognized trainer, David A. Reed is a partner in the law firm of Reed and Jolly, PLLC.  Through Reed and Jolly, Mr. Reed provides guidance to credit unions concerning a variety of matters including the establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance. In addition to his legal expertise, Mr. Reed is a Certified Fraud Examiner and Chairman of a Supervisory Committee. A former trial attorney and Vice President and General Counsel of Apple Federal Credit Union, Mr. Reed is particularly noted in the areas of credit union operations, governance, security, bankruptcy and collections.  He has been selected to train federal and state field examination staff on numerous issues including BSA, Field of Membership, ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management, Cybersecurity and Bankruptcy.

LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.

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