Members and Non-members must sign in to register. If you need to create an FMS Account - Click Here to get started!
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 2-day in-person program is a must for credit union accounting professionals or anyone aiding in the completion of the report. The agenda will cover:
Ensure you’re armed with the tools to prepare for your next filing and register to attend 5300 Call Report for Credit Unions today!
Monday, March 10, 2025 8:00 AM – 8:30 AM ET – Continental Breakfast 8:30 AM – 12:00 PM ET – Session 12:00 PM – 1:00 PM ET – Lunch 1:00 PM – 4:00 PM ET – Session Tuesday, March 11, 2025 8:00 AM – 8:30 AM ET – Continental Breakfast 8:30 AM – 12:00 PM ET – Session
Overview of the NCUA 5300 Call Report
“Prepping” for the Call Report
Completing the Call Report
*Schedule is subject to change
Tracy Montez Senior Vice President - Controller, Texans Credit Union Tracy Montez is the Senior Vice President – Controller for Texans Credit Union. In her 20 + years with the credit union, Tracy has served in various roles in the Audit, Records, and Accounting departments. She provides an extensive knowledge of finance and financial institutions, and has been an essential component of safeguarding the institution’s assets. Tracy received her Bachelors of Business Administration in Accounting from Texas State University and is a Certified Public Accountant.
Hard Rock Hotel at Universal Orlando 5800 Universal Blvd Orlando, FL 32819 Hotel Room Rate: $289/night* Hotel Room Rate Dates: March 9 - 11, 2025 *State and Local Taxes, currently 12.5% Deadline for Room Rate: Tuesday, February 18, 2025 The special hotel room rate has expired, but FMS may still have limited rooms available. Please email us with arrival and departure requests for a possible room. Hotels are first come first serve. Reservation Line: (407)503-2000
For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
A refund minus a $250 processing fee will be provided for cancellations received by FMS in writing by Friday, February 9, 2025. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns, and/or program cancellation policies, please contact our offices at (312) 578-1300. Click Here for a complete list of FMS payment and registration policies
Event Registration Pricing: $1,995/person Member Benefit: Members receive a $700 member benefit towards the registration fee for a total registration fee of $1,295 (member benefit must be selected during payment and only applies for one registration) Members and Non-members must sign in to register. If you need to create an FMS Account - Click Here to get started!